Ai-powered lead research & qualification using Relevance AI
This intelligent automation transforms raw lead data into actionable sales insights by leveraging Relevance AI to score and prioritize prospects instantly. It seamlessly connects your intake forms to personalized outreach workflows, ensuring high-value opportunities get immediate attention while maintaining an organized CRM. Streamline your entire qualification pipeline and focus your energy only on the leads that matter most.
Run this with your team's AIWhat This Recipe Does
This automation transforms your standard lead capture form into a sophisticated sales intelligence system. Instead of manually reviewing every inquiry, this workflow uses AI to analyze incoming data, qualify leads based on your specific criteria, and trigger immediate actions. When a prospect submits a form, the system instantly enriches their profile, determines the lead priority, and logs the details in a centralized Google Sheet. It goes beyond simple data entry by drafting and sending personalized follow-up emails via Gmail and alerting your sales team through Slack for high-value opportunities. This ensures that no lead falls through the cracks and that your team focuses their energy on the prospects most likely to convert. By automating the initial touchpoints and qualification process, you reduce response times from hours to seconds. This workflow streamlines your entire top-of-funnel operation, allowing you to scale your sales efforts without increasing headcount. It provides a consistent, professional experience for every prospect while giving your leadership team real-time visibility into the sales pipeline.
What your team gets
Forms and dashboards, so it is not a script only one person understands
Runs on your schedule in the cloud, so it does not stop when a laptop closes
Endpoints, so the rest of your stack can trigger the same work
Jotform, BigMailer, Google Sheets, Bot for Slack connected for the team, not per person
How It Works
- 1
Open the recipe and connect your accounts
Connect Jotform and BigMailer once, in your team cloud, and nobody has to do it again on their own machine
- 2
Tell your own agent what is different about your process
Claude, ChatGPT, Cursor, whichever your team already uses. It adapts the recipe to how you actually work
- 3
Run it, then leave it running
It lives in your team cloud, so it keeps going after you close the laptop and every teammate's AI can use it
Who Uses This
- Sales managers use this to instantly route high-priority leads to account executives while filtering out spam or unqualified inquiries.
- Marketing teams implement this to track campaign performance in real-time by logging all form submissions and AI-generated scores into a master spreadsheet.
- Small business owners leverage this to maintain a 24/7 sales presence, ensuring every potential customer receives an immediate, personalized response even outside of business hours.
Frequently Asked Questions
Do I need to write code to change the lead scoring logic?
No, you can adjust the qualification criteria within the workflow settings to match your specific business requirements without technical expertise.
Can I connect this to my existing CRM?
Yes, while this template uses Google Sheets for logging, it can be easily adapted to sync data directly with platforms like HubSpot, Salesforce, or Pipedrive.
How does the AI personalize the email responses?
The system analyzes the information provided in the form submission to tailor the email content, making it relevant to the prospect's specific needs or industry.
What happens when a high-priority lead is identified?
The workflow sends an instant notification to your designated Slack channel, providing your team with all the necessary context to follow up on the opportunity immediately.
Coming from n8n?
This recipe uses nodes like FormTrigger, Switch, Set, HttpRequest and 10 more. On Runwork, you don't need to learn n8n's workflow syntax. Describe what you want to your own AI agent in plain English.
Based on n8n community workflow. View original
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Run this with the AI your team already uses
Your agent adapts it, your team cloud keeps it running, and everyone's AI can find it.
Open this recipe in Runwork