Here's exactly what gets built:
✅ Airtable integration — your leads feed in automatically
✅ Apollo enrichment — real data pulled on every contact before anything gets sent
✅ ICP filtering — only CEOs, Founders and Owners enter the sequence
✅ Claude AI copywriting — every email is written fresh, personalized to that person's industry, company and role
✅ Multi-branch routing — different message depending on who you're talking to
✅ Instantly sending & sequences — automated follow-ups that run until they reply or opt out
✅ Slack reply alerts — your team gets notified the second someone responds, with full context
✅ Deduplication — nobody gets emailed twice
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Automated lead qualification workflow built to eliminate manual CRM review.
Incoming prospect data from native Airtable Forms triggers a Make.com (http://Make.com) scenario, routing inputs to OpenAI (GPT-4o). The AI analyzes project scope, filters out invalid phone/email spam, and evaluates budget alignment against ideal personas.
The system instantly writes a standardized Lead Score back into the Airtable CRM, flagging high-ticket targets for immediate sales outreach. Zero-maintenance, cost-effective infrastructure.
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Automated lead-capture system combining an advanced AI frontend with a real-time database backend to maximize conversions and reduce token wastage.
🛠️ The Stack & Workflow:
• Frontend (Voiceflow): Designed a white-label conversational agent with static welcome openers and advanced tool calling for structured lead qualification.
• Integration (Make.com (http://Make.com)): Built an instant webhook architecture to securely capture user data without latency.
• Backend (Google Sheets): Live data mapping that injects verified leads (Names & Emails) into spreadsheets automatically.
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It's a complete AI-powered system built on Make (Integromat), Claude AI, and Airtable CRM — designed to feel like a real human conversation.
✅ Smart message filter — ignores delivery/read receipts, processes only real messages
✅ CRM lookup — instantly recognizes returning customers from Airtable
✅ Conversation memory — Claude remembers the full chat history, not just the last message
✅ Claude AI engine — generates natural, on-brand replies tailored to your business
✅ Intent router — detects when a lead needs human attention and escalates automatically
✅ Human handoff — notifies your team on Slack the moment a conversation needs a real person
✅ Error handling — sends a fallback message to the customer if anything goes wrong
✅ Full conversation saved to CRM — every message logged automatically for your records
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Designed and deployed an enterprise-grade automation architecture. Triggered by real-time Webhooks, the system instantly pulls live CRM data and routes it through an AI engine to generate custom client documentation dynamically. Built with high reliability in mind, this zero-touch workflow features custom error-handling paths and automated failsafe alerts to ensure zero data loss. The result is a scalable, highly secure infrastructure that eliminates manual data entry and drastically accelerates client response times.