Triage inbound leads into Slack alerts and tasks
New form leads are scored by a fast hosted model; hot ones trigger a Slack alert, all are logged to a sheet and follow-ups become tasks.
Steps
- Connect the form, Slack, the sheet and the task list
- Define what counts as hot
- Check a week of alerts for false alarms
Starter prompt
Given this form submission, return HOT, WARM or COLD plus a task title for the follow-up, e.g. 'Call Anna (bakery chain, 12 sites) re: POS demo'.
Guardrail: Mind where the model provider processes data.
Prompts are our own examples. Results from sources are as reported by their authors.