Qualify and route consulting leads with GPT‑4.1-mini, Slack and Google Sheets

Who this template is for

This workflow is designed for professional services firms that handle inbound client inquiries and need a smarter way to qualify, route, and respond to them.

Ideal for: - Consulting firms - Accounting and bookkeeping firms - Fractional CFO and finance advisory services

What this workflow does

This automation captures client inquiries and uses AI to analyze each submission in real time.

The workflow: - Classifies the requested service type - Scores lead quality and urgency - Routes inquiries to the appropriate internal team - Sends Slack notifications with AI-generated summaries - Logs qualified leads in Google Sheets - Sends a professional acknowledgment email to the client

High-urgency leads can trigger executive alerts automatically.

How it works