Designed a CRM pipeline system for tracking leads, opportunities, and client progress.Designed a CRM pipeline system for tracking leads, opportunities, and client progress.
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Pipely is an AI-powered sales platform designed to turn conversations into actionable outcomes. The experience brings together video calls, AI-generated insights, CRM updates, sales analytics, and follow-up drafts in one workspace.
🚀 Just Built an AI Lead Nurturing Agent for B2B Sales Teams!
The problem: Most B2B companies lose leads because follow-ups are slow. By the time a rep reaches out, the lead has already talked to competitors.
The solution: An AI agent that handles the entire lead nurturing workflow:
✅ Scores leads as HOT/WARM/COLD automatically
✅ Sends personalized follow-ups within 60 seconds
✅ Logs everything to Google Sheets/CRM
✅ Alerts reps only for serious buyers
✅ Books meetings directly into calendars
This week, I have been working on automating my boss's inbox management, delegating email triage to AI while I handle reviews and approvals that require sound judgment. Because one wrong response to a client can cost a business revenue, I wanted to build a system that saves time without handing over critical decisions to AI.
How I built it:
I created two connected automation scenarios in Make.com.
Scenario 1: Intelligent Inbox Triage:
AI analyzes incoming emails, categorizes them by priority, summarizes their content, and recommends the next action. This makes it easier to identify urgent messages and decide what needs attention first.
Scenario 2: Human Review & Approval:
The workflow supports the review and approval process before an email is sent. Slack notifications help bring relevant updates to my attention, so I can review the proposed action and approve the response before it goes out.
Below are snippets of the two scenarios, including a Slack notification, showing how the workflow operates.
My takeaway? AI can help manage the inbox, but when a response could affect revenue or a client relationship, the final decision should remain human.
I'd test the triage with urgent emails that sound casual, such as 'I still can't access the account.' Do you review a sample of low-priority messages to catch urgent ones the AI missed?