Rate new leads against your ideal customer profile

Every hour, your leads sheet is read and each new lead is rated against the ideal customer profile you describe, so a rep works the promising ones first. Each rating is a band, 'Strong fit', 'Possible fit' or 'Weak fit', and never arrives alone: alongside it goes the reasoning, what lines up with your profile, what does not, and what the sheet leaves unsaid.

You end up with a ratings tab you can argue with rather than take on trust. The AI is told to judge only what the row says, to call a thing unknown rather than assume it, and to rate fit rather than the worth of the business. Your leads sheet is only ever read. Each rated address is read back at the start of every run, so a lead is never rated twice, and a row missing a company, address or notes is reported and skipped.

Before the first run you need a leads tab with 'Company', 'Email' and 'Notes' columns, a ratings tab headed 'Email', 'Company', 'Rating', 'Why' and 'Rated at', and a description of your ideal customer.

Run every hour.Run every hour.

Set leadsSheetUrl to blank.Set leadsSheetUrl to blank.

Set leadsTabName to blank.Set leadsTabName to blank.

Set ratingsTabName to blank.Set ratingsTabName to blank.

Set idealCustomerProfile to blank.Set idealCustomerProfile to blank.

Set maxRowsRead to 300.Set maxRowsRead to 300.

Set maxLeadsPerRun to 20.Set maxLeadsPerRun to 20.

Set ratedKeys to an empty list.Set ratedKeys to an empty list.

Set ratedEmails to an empty list.Set ratedEmails to an empty list.

If a step below fails, save the error as ratingsTabErrorIf a step below fails, save the error as ratingsTabError

Try

Google SheetsRead column 'A' of ratingsTabName in leadsSheetUrl. Save it as ratingsRead.Read column 'A' of ratingsTabName in leadsSheetUrl. Save it as ratingsRead.

Change ratedEmails to ratingsRead.values.Change ratedEmails to ratingsRead.values.

On error

Stop and report a problem: Could not read the '@ratingsTabName' tab, so there is no way to tell which leads have already been rated. Add that tab to the spreadsheet with the headers Email, Company, Rating, Why and Rated at, then run it again.Stop and report a problem: Could not read the '@ratingsTabName' tab, so there is no way to tell which leads have already been rated. Add that tab to the spreadsheet with the headers Email, Company, Rating, Why and Rated at, then run it again.

For each loggedEmail in ratedEmails:For each loggedEmail in ratedEmails:

If a step below fails, save the error as loggedEmailErrorIf a step below fails, save the error as loggedEmailError

Try

Add loggedEmail in lowercase to the end of ratedKeys and save it as ratedKeys.Add loggedEmail in lowercase to the end of ratedKeys and save it as ratedKeys.

On error

Show in the output: Ignored an entry in the '@ratingsTabName' tab that could not be read as an email address.Show in the output: Ignored an entry in the '@ratingsTabName' tab that could not be read as an email address.

Google SheetsRead the rows of leadsSheetUrl. Save it as leadsRead.Read the rows of leadsSheetUrl. Save it as leadsRead.

Set ratedThisRun to 0.Set ratedThisRun to 0.

For each lead in leadsRead.rows:For each lead in leadsRead.rows:

If ratedThisRun is greater than or equal to maxLeadsPerRunIf ratedThisRun is greater than or equal to maxLeadsPerRun

Yes

Stop repeating.Stop repeating.

No

No steps

Set company to blank.Set company to blank.

Set leadEmail to blank.Set leadEmail to blank.

Set leadNotes to blank.Set leadNotes to blank.

Set leadIsReadable to false.Set leadIsReadable to false.

If a step below fails, save the error as rowErrorIf a step below fails, save the error as rowError

Try

Trim lead.Company and save it as company.Trim lead.Company and save it as company.

Trim lead.Email and save it as leadEmail.Trim lead.Email and save it as leadEmail.

Trim lead.Notes and save it as leadNotes.Trim lead.Notes and save it as leadNotes.

Change leadIsReadable to the length of company is greater than 0 and the length of leadEmail is greater than 0 and the length of leadNotes is greater than 0.Change leadIsReadable to the length of company is greater than 0 and the length of leadEmail is greater than 0 and the length of leadNotes is greater than 0.

On error

Show in the output: Skipped a row in the '@leadsTabName' tab: it has no Company, Email or Notes column. All three are needed to rate a lead.Show in the output: Skipped a row in the '@leadsTabName' tab: it has no Company, Email or Notes column. All three are needed to rate a lead.

Skip to the next item.Skip to the next item.

If leadIsReadable is noIf leadIsReadable is no

Yes

Show in the output: Skipped a lead whose Company, Email or Notes cell is empty. Fill them in and it will be rated on the next run..Show in the output: Skipped a lead whose Company, Email or Notes cell is empty. Fill them in and it will be rated on the next run..

Skip to the next item.Skip to the next item.

No

No steps

If leadEmail is a valid email address is noIf leadEmail is a valid email address is no

Yes

Show in the output: Skipped a lead because '@leadEmail' is not a valid email address.Show in the output: Skipped a lead because '@leadEmail' is not a valid email address.

Skip to the next item.Skip to the next item.

No

No steps

Make leadEmail lowercase and save it as leadKey.Make leadEmail lowercase and save it as leadKey.

If ratedKeys contains leadKeyIf ratedKeys contains leadKey

Yes

Skip to the next item.Skip to the next item.

No

No steps

If a step below fails, save the error as ratingErrorIf a step below fails, save the error as ratingError

Try

Set prompt to You are helping a sales rep decide which leads to work first. You are rating how well one lead fits the customer profile below. You are not deciding anything about the company itself.Set prompt to You are helping a sales rep decide which leads to work first. You are rating how well one lead fits the customer profile below. You are not deciding anything about the company itself. Reply in exactly this shape, and nothing else: RATING: one of Strong fit, Possible fit, Weak fit WHY: what in this lead's details lines up with the profile, and what does not UNKNOWN: what the details do not say that would change the rating Rules you must follow: - The first line must be RATING: followed by exactly one of those three phrases and nothing else. - Judge only what the details below actually say. Call a thing unknown rather than assuming it, and never invent facts about the company. - Rate fit with the profile, not the worth of the business. A weak fit is a lead for somebody else, not a bad company. The ideal customer profile: idealCustomerProfile The lead: Company: company Email: leadEmail What we know: leadNotes.

OpenAIAsk OpenAI: prompt. Save it as answered.Ask OpenAI: prompt. Save it as answered.

Trim answered.response_text and save it as answer.Trim answered.response_text and save it as answer.

If answer is emptyIf answer is empty

Yes

Show in the output: No rating came back for company. It will be tried again on the next run.Show in the output: No rating came back for company. It will be tried again on the next run.

No

Split answer by a new line and save it as answerLines.Split answer by a new line and save it as answerLines.

Make the first item of answerLines with RATING: replaced by (ignoring case) lowercase and save it as ratingWord.Make the first item of answerLines with RATING: replaced by (ignoring case) lowercase and save it as ratingWord.

Set rating to Unclear.Set rating to Unclear.

If ratingWord is strong fitIf ratingWord is strong fit

Yes

Change rating to Strong fit.Change rating to Strong fit.

No

No steps

If ratingWord is possible fitIf ratingWord is possible fit

Yes

Change rating to Possible fit.Change rating to Possible fit.

No

No steps

If ratingWord is weak fitIf ratingWord is weak fit

Yes

Change rating to Weak fit.Change rating to Weak fit.

No

No steps

Trim the items from index 1 onward of answerLines joined by a new line and save it as reasoning.Trim the items from index 1 onward of answerLines joined by a new line and save it as reasoning.

If rating is Unclear or reasoning is emptyIf rating is Unclear or reasoning is empty

Yes

Change reasoning to answer.Change reasoning to answer.

No

No steps

Google SheetsAdd a row to ratingsTabName in leadsSheetUrl.Add a row to ratingsTabName in leadsSheetUrl.

Add 1 to ratedThisRun.Add 1 to ratedThisRun.

Add leadKey to the end of ratedKeys and save it as ratedKeys.Add leadKey to the end of ratedKeys and save it as ratedKeys.

On error

Show in the output: Could not rate company: ratingError as text.Show in the output: Could not rate company: ratingError as text.