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Automation

Lead intake that routes, enriches, and replies.

Acme's reps spent their mornings triaging inbound leads instead of closing them. We wired an automation that enriches every lead, routes it, and sends the first reply, with approval gates where they matter.

Lead intake that routes, enriches, and replies.
01

The problem

Every inbound lead landed in one shared inbox. Reps triaged by hand (looking up the company, guessing the fit, deciding who owned it) before any selling happened. Good leads went cold while someone figured out whose they were.

The work was mechanical but not trivial: it needed enrichment, a routing decision, and a fast, on-brand first touch. Exactly the shape that suits an automation with a human gate, not a black box.

02

What I built

A HubSpot + Slack + LLM pipeline that enriches each lead, scores fit, routes it to an owner, and drafts the first reply. Three approval gates keep a human on anything that's ambiguous or high-value.

intake-flow · run.log
$ flow on:lead --source web-form
→ enriched · fit 0.81 · owner: K. Mendez
$ flow draft-reply --tone acme
✓ posted to #leads for approval
$ flow send --after approve
✓ reply sent · CRM updated
03

How it works

01
Enrich
Each lead is augmented with firmographics and prior touches before anyone looks at it.
02
Score + route
A fit score picks the owner and priority; weak fits are parked, not pushed.
03
Draft
A tone-matched first reply is written and posted to Slack for a one-click approve.
04
Sync
Approved replies send and write straight back to HubSpot, with no double entry.
04

The outcome

11 days
idea to production
< 5 min
median time-to-first-touch
100%
leads enriched + routed

My reps stopped triaging and started closing. The pipeline does the boring 20 minutes before a human ever sees the lead.

Next case
An ops agent that runs the weekly close on its own.
// Get in touch

Got something worth automating?

Whether it's an agent to build, a workflow to kill, or a team to level up, tell me what you're wrestling with and I'll tell you straight if I can help. I read every message myself.

Prefer email? Reach me directly at alex@axxe.tech