Inbound lead SLA and nurture sweeper
Chases the leads your reps have not picked up, and works the not-now ones on a researched follow-up cadence.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1
Google SheetsRead rowsReads the 'Ledger' tab for routed and nurture leads that nobody has claimed and whose next check is due. For each
rowIf
decisionis “route” andminutesOverdueis more than 0- 2
SlackSend messagePosts the rep's nudge, the manager's escalation or the return to the pool, plus each nurture touch that is due. - 3
Google SheetsWrite rowUpdates the lead's ledger row with its new stage, touches sent and when it should next be checked.
- 2
If
decisionis “nurture”- 4
AnthropicGenerate model responseAsks the AI to draft each nurture touch from what the lead first said, offering something useful, not a check in. - 5
SlackSend message If
replyModeis “draft” andleadEmailis not empty- 6
GmailCreate draftSaves each nurture message as a Gmail draft to the lead if you have chosen to draft as well as post.
- 6
- 7
Google SheetsWrite row
- 4
How it works
What happens on each run, in plain English.
Every 15 minutes, the ledger written by the inbound lead triage workflow is swept for leads nobody has claimed. A routed lead past its response deadline gets its rep a nudge in Slack, then the manager is told, then it goes back to the pool for anyone to take. Leads that were a good fit but had no urgency are worked instead through a fixed cadence of nurture touches anchored to the date they first enquired.
You end up with each escalation and each due nurture touch posted to Slack for a person to act on, and, if you choose, nurture messages also placed in your Gmail drafts. Each touch is drafted by AI from what the lead originally said rather than a template. Every stage is stamped on the ledger row with its own next check time, so the same lead is never chased twice in a row, and after the last touch the lead is marked as exhausted and left alone.
Before the first run you need the inbound lead triage workflow in place, with its spreadsheet and the Slack channel it posts to.
Start from a workflow that already works.
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