Spec: Sales Automation Workflow
GOTH AI
Spec concept: AI Sales Automation System
A sales automation workflow for teams that already receive inbound enquiries and need a consistent path from the first message to the right next action.
The workflow
A new enquiry enters through a form, website, webhook, or messaging channel.
The workflow collects the available lead details and sends them to an AI qualification step.
The lead is classified against the team’s agreed criteria.
The workflow creates or updates a CRM record, Google Sheet row, or internal lead log.
Qualified leads trigger a notification and move to the appropriate follow-up path.
Requests needing human review are routed to the right person with the relevant context.
Built around the team’s process
The qualification criteria, routing rules, connected tools, and notification logic are set around the client’s existing sales workflow. The system can use Make or n8n with OpenAI, a CRM, Google Sheets, email, Telegram, webhooks, or compatible APIs.
Scope
This is a spec concept showing a focused inbound sales automation. Multi-source enrichment, advanced CRM pipelines, custom API work, and multi-step follow-up sequences would be scoped separately.
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Posted Aug 29, 2026
Spec concept for capturing inbound enquiries, qualifying them with AI, updating a CRM, and routing sales follow-up.
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