Route every new sales enquiry to the right rep

Every two minutes, new rows on the 'New leads' tab of your spreadsheet are picked up. Throwaway and undeliverable addresses are dropped, the company is matched against accounts you already own, and the AI reads what the person wrote to judge how well they fit who you sell to and how ready they are to talk. A good lead goes to the rep who owns the account, or to the next available rep in turn, is added to HubSpot and is posted in Slack mentioning that rep, with a reply drafted. Leads in no hurry are posted for nurture, partners and existing customers for someone to pick up, and pitches, job seekers, students and spam are recorded and left out.

When the AI is unsure what an enquiry is, it still goes to a person, flagged to be read first, though a throwaway or undeliverable address is always dropped. Every lead is written to the 'Ledger' tab, which is how none is handled twice; up to 10 are handled per run and the run says how many are still waiting. If Slack, the AI, HubSpot, a Gmail draft or the Ledger fails, the run is marked failed and names the leads.

You need Google Sheets, Slack, Anthropic and HubSpot connected, plus ZeroBounce and Apollo if you want addresses checked and companies looked up, and Gmail if replies should also be saved as drafts. You also need a spreadsheet with 'New leads', 'Accounts', 'Reps' and 'Ledger' tabs, and five settings filled in: who you sell to, who you do not, the spreadsheet link, the Slack channel and your booking link.

Run every 2 minutes.Run every 2 minutes.

Set whoYouSellTo to blank.Set whoYouSellTo to blank.

Set whoYouDoNotSellTo to blank.Set whoYouDoNotSellTo to blank.

Set spreadsheetUrl to blank.Set spreadsheetUrl to blank.

Set slackChannelId to blank.Set slackChannelId to blank.

Set bookingLink to blank.Set bookingLink to blank.

Set formNamesThatMeanTalkToSalesNow to Request a demo,Contact sales,Pricing enquiry.Set formNamesThatMeanTalkToSalesNow to Request a demo,Contact sales,Pricing enquiry.

Set replyMode to slack.Set replyMode to slack.

Set replyWithinMinutes to 5.Set replyWithinMinutes to 5.

Set loadedNewLeads to {status:,headers:[],rows:[],count:0}.Set loadedNewLeads to {status:,headers:[],rows:[],count:0}.

Set loadedAccounts to {status:,headers:[],rows:[],count:0}.Set loadedAccounts to {status:,headers:[],rows:[],count:0}.

Set loadedReps to {status:,headers:[],rows:[],count:0}.Set loadedReps to {status:,headers:[],rows:[],count:0}.

Set loadedLedger to {status:,headers:[],rows:[],count:0}.Set loadedLedger to {status:,headers:[],rows:[],count:0}.

If a step below fails, save the error as sheetErrorIf a step below fails, save the error as sheetError

Try

Google SheetsRead the rows of spreadsheetUrl. Save it as loadedNewLeads.Read the rows of spreadsheetUrl. Save it as loadedNewLeads.

Google SheetsRead the rows of spreadsheetUrl. Save it as loadedAccounts.Read the rows of spreadsheetUrl. Save it as loadedAccounts.

Google SheetsRead the rows of spreadsheetUrl. Save it as loadedReps.Read the rows of spreadsheetUrl. Save it as loadedReps.

Google SheetsRead the rows of spreadsheetUrl. Save it as loadedLedger.Read the rows of spreadsheetUrl. Save it as loadedLedger.

On error

Stop and report a problem: Could not read the lead spreadsheet. It needs four tabs named exactly 'New leads', 'Accounts', 'Reps' and 'Ledger', and the Google Sheets connection must have access to it. Run the 'Inbound lead workspace setup' template to build one correctly. The underlying error was: sheetError.message.Stop and report a problem: Could not read the lead spreadsheet. It needs four tabs named exactly 'New leads', 'Accounts', 'Reps' and 'Ledger', and the Google Sheets connection must have access to it. Run the 'Inbound lead workspace setup' template to build one correctly. The underlying error was: sheetError.message.

Set freeMailDomains to gmail.com,googlemail.com,yahoo.com,hotmail.com,outlook.com,live.com,aol.com,icloud.com,me.com,proton.me,protonmail.com,gmx.com,mail.com,yandex.com,zoho.com,hey.com.Set freeMailDomains to gmail.com,googlemail.com,yahoo.com,hotmail.com,outlook.com,live.com,aol.com,icloud.com,me.com,proton.me,protonmail.com,gmx.com,mail.com,yandex.com,zoho.com,hey.com.

Set throwawayDomains to mailinator.com,10minutemail.com,guerrillamail.com,tempmail.com,trashmail.com,yopmail.com,sharklasers.com,dispostable.com,maildrop.cc.Set throwawayDomains to mailinator.com,10minutemail.com,guerrillamail.com,tempmail.com,trashmail.com,yopmail.com,sharklasers.com,dispostable.com,maildrop.cc.

Set roleAddressPrefixes to info,sales,support,admin,contact,hello,help,noreply,no-reply,billing,office,team,marketing,careers,jobs,hr,press,legal,webmaster,postmaster.Set roleAddressPrefixes to info,sales,support,admin,contact,hello,help,noreply,no-reply,billing,office,team,marketing,careers,jobs,hr,press,legal,webmaster,postmaster.

If loadedNewLeads.rows isn't empty and loadedNewLeads.headers doesn't contain…If loadedNewLeads.rows isn't empty and loadedNewLeads.headers doesn't contain…

Yes

Stop and report a problem: The 'New leads' tab is missing required column headers. Row 1 must contain exactly these, spelled and capitalised this way: Submission ID, Form, Name, Email, Company, Message. Run the 'Inbound lead workspace setup' template to build the sheet correctly.Stop and report a problem: The 'New leads' tab is missing required column headers. Row 1 must contain exactly these, spelled and capitalised this way: Submission ID, Form, Name, Email, Company, Message. Run the 'Inbound lead workspace setup' template to build the sheet correctly.

No

No steps

If loadedLedger.headers doesn't contain Submission ID or loadedLedger.headers…If loadedLedger.headers doesn't contain Submission ID or loadedLedger.headers…

Yes

Stop and report a problem: The 'Ledger' tab needs its heading row before the first run: it is how the workflow knows which leads it has already handled. Row 1 must read, in this order: Submission ID, Processed At, Email, Domain, Company, Decision, Reason Code, Fit Tier, Intent Tier, Intent Class, Confidence, ICP Score, Routed To, Routed To Slack ID, Routing Rule, SLA Due, Claimed At, Next Touch At, Touches Sent, Evidence, Reasoning. The 'Inbound lead workspace setup' template writes it for you.Stop and report a problem: The 'Ledger' tab needs its heading row before the first run: it is how the workflow knows which leads it has already handled. Row 1 must read, in this order: Submission ID, Processed At, Email, Domain, Company, Decision, Reason Code, Fit Tier, Intent Tier, Intent Class, Confidence, ICP Score, Routed To, Routed To Slack ID, Routing Rule, SLA Due, Claimed At, Next Touch At, Touches Sent, Evidence, Reasoning. The 'Inbound lead workspace setup' template writes it for you.

No

No steps

Keep each item in loadedNewLeads.rows where item["Submission ID"] isn't blank and item.Email contains @ and save it as leadsWithAnAddress.Keep each item in loadedNewLeads.rows where item["Submission ID"] isn't blank and item.Email contains @ and save it as leadsWithAnAddress.

Compare leadsWithAnAddress with loadedLedger.rows, matching by Submission ID and save it as comparedWithLedger.Compare leadsWithAnAddress with loadedLedger.rows, matching by Submission ID and save it as comparedWithLedger.

Remove duplicates of Submission ID from comparedWithLedger.only_in_first and save it as newLeads.Remove duplicates of Submission ID from comparedWithLedger.only_in_first and save it as newLeads.

Take the first 10 items of newLeads and save it as leadsThisRun.Take the first 10 items of newLeads and save it as leadsThisRun.

Take newLeads from item 11 on and save it as leadsForNextRun.Take newLeads from item 11 on and save it as leadsForNextRun.

Keep each item in loadedLedger.rows where item["Routing Rule"] in lowercase is round robin and save it as earlierRoundRobinLeads.Keep each item in loadedLedger.rows where item["Routing Rule"] in lowercase is round robin and save it as earlierRoundRobinLeads.

Count the items in earlierRoundRobinLeads and save it as roundRobinTurn.Count the items in earlierRoundRobinLeads and save it as roundRobinTurn.

Set leadProblems to an empty list.Set leadProblems to an empty list.

Set routedThisRun to 0.Set routedThisRun to 0.

Set droppedThisRun to 0.Set droppedThisRun to 0.

For each lead in leadsThisRun:For each lead in leadsThisRun:

If a step below fails, save the error as leadErrorIf a step below fails, save the error as leadError

Try

Trim lead["Submission ID"] and save it as submissionId.Trim lead["Submission ID"] and save it as submissionId.

If submissionId is emptyIf submissionId is empty

Yes

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

No

No steps

Make lead.Email lowercase and save it as leadEmail.Make lead.Email lowercase and save it as leadEmail.

If leadEmail doesn't contain @If leadEmail doesn't contain @

Yes

Show in the output: Skipped submission submissionId: no usable email address.Show in the output: Skipped submission submissionId: no usable email address.

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

No

No steps

Get the first item of leadEmail split by @ and save it as emailLocalPart.Get the first item of leadEmail split by @ and save it as emailLocalPart.

Get the last item of leadEmail split by @ and save it as emailDomain.Get the last item of leadEmail split by @ and save it as emailDomain.

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

Trim lead.Name and save it as leadName.Trim lead.Name and save it as leadName.

Trim lead.Message and save it as leadMessage.Trim lead.Message and save it as leadMessage.

Trim lead.Form and save it as formName.Trim lead.Form and save it as formName.

Make statedCompany with , replaced by with . replaced by with Inc replaced by with Ltd replaced by with LLC replaced by lowercase and save it as companyKey.Make statedCompany with , replaced by with . replaced by with Inc replaced by with Ltd replaced by with LLC replaced by lowercase and save it as companyKey.

Check whether ,freeMailDomains, contains ,emailDomain, and save it as isFreeMailDomain.Check whether ,freeMailDomains, contains ,emailDomain, and save it as isFreeMailDomain.

Check whether ,throwawayDomains, contains ,emailDomain, and save it as isThrowawayDomain.Check whether ,throwawayDomains, contains ,emailDomain, and save it as isThrowawayDomain.

Check whether ,roleAddressPrefixes, contains ,emailLocalPart, and save it as isRoleAddress.Check whether ,roleAddressPrefixes, contains ,emailLocalPart, and save it as isRoleAddress.

Set emailStatus to unchecked.Set emailStatus to unchecked.

Set emailTypoSuggestion to blank.Set emailTypoSuggestion to blank.

If a step below fails, save the error as verifyErrorIf a step below fails, save the error as verifyError

Try

ZeroBounceVerify the email address leadEmail. Save it as emailCheck.Verify the email address leadEmail. Save it as emailCheck.

Trim emailCheck.status and save it as emailStatus.Trim emailCheck.status and save it as emailStatus.

Trim emailCheck.did_you_mean and save it as emailTypoSuggestion.Trim emailCheck.did_you_mean and save it as emailTypoSuggestion.

On error

Show in the output: Could not verify leadEmail - continuing without a deliverability check. verifyError.message.Show in the output: Could not verify leadEmail - continuing without a deliverability check. verifyError.message.

Keep each item in loadedAccounts.rows where isFreeMailDomain is no and item.Domain in lowercase is emailDomain and save it as accountMatches.Keep each item in loadedAccounts.rows where isFreeMailDomain is no and item.Domain in lowercase is emailDomain and save it as accountMatches.

If accountMatches is empty and companyKey isn't emptyIf accountMatches is empty and companyKey isn't empty

Yes

Keep each item in loadedAccounts.rows where item["Account Name"] in lowercase is companyKey and save it as accountMatches.Keep each item in loadedAccounts.rows where item["Account Name"] in lowercase is companyKey and save it as accountMatches.

No

No steps

Get the first item of accountMatches and save it as matchedAccount.Get the first item of accountMatches and save it as matchedAccount.

Set hasAccountMatch to the length of accountMatches is greater than 0.Set hasAccountMatch to the length of accountMatches is greater than 0.

Set accountOwnerEmail to blank.Set accountOwnerEmail to blank.

Set accountOwnerSlackId to blank.Set accountOwnerSlackId to blank.

Set accountIsCustomer to false.Set accountIsCustomer to false.

Set accountHasOpenDeal to false.Set accountHasOpenDeal to false.

If hasAccountMatch is yesIf hasAccountMatch is yes

Yes

Make matchedAccount["Owner Email"] lowercase and save it as accountOwnerEmail.Make matchedAccount["Owner Email"] lowercase and save it as accountOwnerEmail.

Trim matchedAccount["Owner Slack ID"] and save it as accountOwnerSlackId.Trim matchedAccount["Owner Slack ID"] and save it as accountOwnerSlackId.

Change accountIsCustomer to matchedAccount["Is Customer"] in lowercase is yes.Change accountIsCustomer to matchedAccount["Is Customer"] in lowercase is yes.

Change accountHasOpenDeal to matchedAccount["Open Opportunity"] in lowercase is yes.Change accountHasOpenDeal to matchedAccount["Open Opportunity"] in lowercase is yes.

No

No steps

Keep each item in loadedLedger.rows where isFreeMailDomain is no and item.Domain in lowercase is emailDomain and… and save it as sameDomainRecently.Keep each item in loadedLedger.rows where isFreeMailDomain is no and item.Domain in lowercase is emailDomain and… and save it as sameDomainRecently.

Set isBuyingGroup to the length of sameDomainRecently is greater than 0.Set isBuyingGroup to the length of sameDomainRecently is greater than 0.

Set enrichedTitle to blank.Set enrichedTitle to blank.

Set enrichedCompany to statedCompany.Set enrichedCompany to statedCompany.

Set enrichedEmployees to blank.Set enrichedEmployees to blank.

Set enrichedIndustry to blank.Set enrichedIndustry to blank.

If a step below fails, save the error as enrichErrorIf a step below fails, save the error as enrichError

Try

ApolloEnrich person leadEmail. Save it as personEnrichment.Enrich person leadEmail. Save it as personEnrichment.

Trim personEnrichment.person.title and save it as enrichedTitle.Trim personEnrichment.person.title and save it as enrichedTitle.

On error

Show in the output: Could not look up the person behind leadEmail - judging on the form alone. enrichError.message.Show in the output: Could not look up the person behind leadEmail - judging on the form alone. enrichError.message.

If isFreeMailDomain is noIf isFreeMailDomain is no

Yes

If a step below fails, save the error as orgErrorIf a step below fails, save the error as orgError

Try

ApolloEnrich organization emailDomain. Save it as companyEnrichment.Enrich organization emailDomain. Save it as companyEnrichment.

Set org to companyEnrichment.organization.Set org to companyEnrichment.organization.

Trim org.name and save it as enrichedCompany.Trim org.name and save it as enrichedCompany.

Trim org.estimated_num_employees and save it as enrichedEmployees.Trim org.estimated_num_employees and save it as enrichedEmployees.

Trim org.industry and save it as enrichedIndustry.Trim org.industry and save it as enrichedIndustry.

On error

Show in the output: Could not look up the company at emailDomain. orgError.message.Show in the output: Could not look up the company at emailDomain. orgError.message.

No

No steps

If enrichedTitle is nullIf enrichedTitle is null

Yes

Change enrichedTitle to blank.Change enrichedTitle to blank.

No

No steps

If enrichedEmployees is nullIf enrichedEmployees is null

Yes

Change enrichedEmployees to blank.Change enrichedEmployees to blank.

No

No steps

If enrichedIndustry is nullIf enrichedIndustry is null

Yes

Change enrichedIndustry to blank.Change enrichedIndustry to blank.

No

No steps

If emailStatus is nullIf emailStatus is null

Yes

Change emailStatus to blank.Change emailStatus to blank.

No

No steps

If emailTypoSuggestion is nullIf emailTypoSuggestion is null

Yes

Change emailTypoSuggestion to blank.Change emailTypoSuggestion to blank.

No

No steps

If enrichedCompany is null or enrichedCompany is emptyIf enrichedCompany is null or enrichedCompany is empty

Yes

Change enrichedCompany to statedCompany.Change enrichedCompany to statedCompany.

No

No steps

Set icpFitScore to not scored.Set icpFitScore to not scored.

Set icpFitReason to blank.Set icpFitReason to blank.

If a step below fails, save the error as icpErrorIf a step below fails, save the error as icpError

Try

Run an AI agent: Score how well this company fits our ideal customer profile. Company: enrichedCompany We… and save it as icpCheck.Run an AI agent: Score how well this company fits our ideal customer profile. Company: enrichedCompany We… and save it as icpCheck.

Change icpFitScore to icpCheck.output.score.Change icpFitScore to icpCheck.output.score.

Trim icpCheck.output.reason and save it as icpFitReason.Trim icpCheck.output.reason and save it as icpFitReason.

On error

Show in the output: The company fit check did not run. icpError.message.Show in the output: The company fit check did not run. icpError.message.

Check whether ,formNamesThatMeanTalkToSalesNow, in lowercase contains ,formName, in lowercase and save it as isHighIntentForm.Check whether ,formNamesThatMeanTalkToSalesNow, in lowercase contains ,formName, in lowercase and save it as isHighIntentForm.

Set leadDossier to WHO WE SELL TO:Set leadDossier to WHO WE SELL TO: whoYouSellTo WHO WE DO NOT SELL TO: whoYouDoNotSellTo --- THE ENQUIRY --- Form: formName plus High-intent form: isHighIntentForm plus Name: leadName Email: leadEmail Email domain: emailDomain plus Free-mail address: isFreeMailDomain Throwaway address: isThrowawayDomain Role address (info@, sales@): isRoleAddress plus Deliverability: emailStatus Company as typed: statedCompany Company enriched: enrichedCompany Employees: enrichedEmployees Industry: enrichedIndustry Title: enrichedTitle ICP fit score (0-100, from a separate check): icpFitScore Already a known account: hasAccountMatch plus Already a customer: accountIsCustomer Has an open deal: accountHasOpenDeal Others from this company enquired recently: isBuyingGroup plus WHAT THEY WROTE: leadMessage.

Set triagePrompt to You are triaging one inbound sales enquiry for the sales team described below. Two jobs: decide what this is, and draft the reply.Set triagePrompt to You are triaging one inbound sales enquiry for the sales team described below. Two jobs: decide what this is, and draft the reply. Judge FIT from the company against WHO WE SELL TO and WHO WE DO NOT SELL TO. Judge INTENT from what the person actually wrote and which form they used. They are different axes: a perfect-fit company idly downloading an ebook is not the same as a poor-fit company demanding a call today, and the two need opposite treatment. Read the message before anything else. It is the only place that reveals someone is an agency pitching us, a candidate who couldn't find the careers page, a student doing research, or an existing customer who wanted support. Firmographics cannot catch any of those, and all four score well on paper. Reply in EXACTLY this shape. Every line before the reply delimiter is 'KEY: value' on one line. Do not add commentary, headings or blank lines before the delimiter. INTENT_CLASS: one of buyer, vendor_pitch, job_seeker, student, existing_customer_support, partner_enquiry, competitor, spam, unclear FIT_TIER: A, B, C or D. A is squarely in the profile, D is nowhere near. INTENT_TIER: high, medium or low CONFIDENCE: a number from 0 to 1 EVIDENCE: one short quote from their message that drove the call. If they wrote nothing usable, put NONE. REASONING: one sentence a rep can read in three seconds TEAM_SIZE: a number, or UNKNOWN TIMELINE: what they said about timing, or UNKNOWN CURRENT_TOOLING: tools they mentioned, or UNKNOWN COMPETITOR: a competitor they mentioned switching from, or NONE ---REPLY--- Then the reply itself, written as the rep who will run the call. Open by referencing the specific thing they asked about, in their words, not yours. Say one useful thing. Offer the booking link. Under 90 words, no bullet points, no 'I hope this email finds you well'. If INTENT_CLASS is not buyer, write a short courteous decline or redirect instead - never a sales pitch. If the enquiry genuinely does not say enough to judge, set INTENT_CLASS to unclear and CONFIDENCE below 0.4 rather than guessing. A person will read those. Booking link to offer: bookingLink leadDossier.

ClaudeAsk Claude: triagePrompt. Save it as triageResponse.Ask Claude: triagePrompt. Save it as triageResponse. Maximum response length: 1400

Set triage to {parsed:false,intent_class:unclear,fit_tier:D,intent_tier:low,confidence:0,evidence:,reasoning:"T.Set triage to {parsed:false,intent_class:unclear,fit_tier:D,intent_tier:low,confidence:0,evidence:,reasoning:"T.

If a step below fails, save the error as parseErrorIf a step below fails, save the error as parseError

Try

Run Python code on raw and save it as triage.Run Python code on raw and save it as triage.

On error

Show in the output: Could not read the triage result for leadEmail - routing it to a human instead. parseError.message.Show in the output: Could not read the triage result for leadEmail - routing it to a human instead. parseError.message.

Set intentClass to triage.intent_class.Set intentClass to triage.intent_class.

Set fitTier to triage.fit_tier.Set fitTier to triage.fit_tier.

Set intentTier to triage.intent_tier.Set intentTier to triage.intent_tier.

Set decision to route.Set decision to route.

Set reasonCode to blank.Set reasonCode to blank.

Set needsHumanEye to false.Set needsHumanEye to false.

If intentClass is spamIf intentClass is spam

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to INVALID_OR_SPAM.Change reasonCode to INVALID_OR_SPAM.

No

No steps

If intentClass is vendor_pitchIf intentClass is vendor_pitch

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to VENDOR_PITCH.Change reasonCode to VENDOR_PITCH.

No

No steps

If intentClass is job_seekerIf intentClass is job_seeker

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to JOB_SEEKER.Change reasonCode to JOB_SEEKER.

No

No steps

If intentClass is studentIf intentClass is student

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to STUDENT_OR_RESEARCH.Change reasonCode to STUDENT_OR_RESEARCH.

No

No steps

If intentClass is competitorIf intentClass is competitor

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to COMPETITOR.Change reasonCode to COMPETITOR.

No

No steps

If intentClass is partner_enquiryIf intentClass is partner_enquiry

Yes

Change decision to handoff.Change decision to handoff.

Change reasonCode to PARTNER_ENQUIRY.Change reasonCode to PARTNER_ENQUIRY.

No

No steps

If intentClass is existing_customer_supportIf intentClass is existing_customer_support

Yes

Change decision to handoff.Change decision to handoff.

Change reasonCode to EXISTING_CUSTOMER.Change reasonCode to EXISTING_CUSTOMER.

No

No steps

If triage.parsed is no or triage.confidence is less than 0.4If triage.parsed is no or triage.confidence is less than 0.4

Yes

Change needsHumanEye to true.Change needsHumanEye to true.

Change decision to route.Change decision to route.

Change reasonCode to LOW_CONFIDENCE.Change reasonCode to LOW_CONFIDENCE.

No

No steps

If isThrowawayDomain is yesIf isThrowawayDomain is yes

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to INVALID_OR_SPAM.Change reasonCode to INVALID_OR_SPAM.

No

No steps

If ,invalid,spamtrap,abuse,do_not_mail, contains ,emailStatus,If ,invalid,spamtrap,abuse,do_not_mail, contains ,emailStatus,

Yes

Change decision to drop.Change decision to drop.

Change reasonCode to INVALID_OR_SPAM.Change reasonCode to INVALID_OR_SPAM.

No

No steps

If decision is routeIf decision is route

Yes

If reasonCode is blank and fitTier is A or fitTier is BIf reasonCode is blank and fitTier is A or fitTier is B

Yes

If intentTier is lowIf intentTier is low

Yes

Change decision to nurture.Change decision to nurture.

Change reasonCode to GOOD_FIT_NOT_NOW.Change reasonCode to GOOD_FIT_NOT_NOW.

No

Change reasonCode to PURSUE.Change reasonCode to PURSUE.

Else if @reasonCode is blank

If intentTier is highIf intentTier is high

Yes

Change decision to handoff.Change decision to handoff.

Change reasonCode to LOW_FIT_HIGH_INTENT.Change reasonCode to LOW_FIT_HIGH_INTENT.

No

Change decision to nurture.Change decision to nurture.

Change reasonCode to LOW_FIT.Change reasonCode to LOW_FIT.

Otherwise

No steps

No

No steps

Set routedToName to blank.Set routedToName to blank.

Set routedToEmail to blank.Set routedToEmail to blank.

Set routedToSlackId to blank.Set routedToSlackId to blank.

Set routingRule to blank.Set routingRule to blank.

If decision is not dropIf decision is not drop

Yes

If accountHasOpenDeal is yes and accountOwnerEmail isn't emptyIf accountHasOpenDeal is yes and accountOwnerEmail isn't empty

Yes

Change routedToEmail to accountOwnerEmail.Change routedToEmail to accountOwnerEmail.

Change routedToSlackId to accountOwnerSlackId.Change routedToSlackId to accountOwnerSlackId.

Change routingRule to open-opportunity owner.Change routingRule to open-opportunity owner.

Else if @hasAccountMatch is yes and @accountOwnerEmail isn'…

Change routedToEmail to accountOwnerEmail.Change routedToEmail to accountOwnerEmail.

Change routedToSlackId to accountOwnerSlackId.Change routedToSlackId to accountOwnerSlackId.

Change routingRule to existing account owner.Change routingRule to existing account owner.

Otherwise

No steps

If routedToEmail is emptyIf routedToEmail is empty

Yes

Keep each item in loadedReps.rows where item.Available in lowercase is not no and item.Email isn't blank and save it as availableReps.Keep each item in loadedReps.rows where item.Available in lowercase is not no and item.Email isn't blank and save it as availableReps.

If availableReps is emptyIf availableReps is empty

Yes

Change routingRule to no rep available.Change routingRule to no rep available.

Change reasonCode to OWNER_UNAVAILABLE.Change reasonCode to OWNER_UNAVAILABLE.

Change needsHumanEye to true.Change needsHumanEye to true.

No

Set rotationIndex to the remainder of roundRobinTurn divided by the length of availableReps.Set rotationIndex to the remainder of roundRobinTurn divided by the length of availableReps.

Set chosenRep to availableReps[@rotationIndex].Set chosenRep to availableReps[@rotationIndex].

Trim chosenRep.Name and save it as routedToName.Trim chosenRep.Name and save it as routedToName.

Make chosenRep.Email lowercase and save it as routedToEmail.Make chosenRep.Email lowercase and save it as routedToEmail.

Trim chosenRep["Slack ID"] and save it as routedToSlackId.Trim chosenRep["Slack ID"] and save it as routedToSlackId.

Change routingRule to round robin.Change routingRule to round robin.

Add 1 to roundRobinTurn.Add 1 to roundRobinTurn.

No

No steps

No

No steps

Set crmContactId to blank.Set crmContactId to blank.

If decision is routeIf decision is route

Yes

If a step below fails, save the error as crmLookupErrorIf a step below fails, save the error as crmLookupError

Try

HubSpotFind the contact leadEmail. Save it as crmLookup.Find the contact leadEmail. Save it as crmLookup.

Trim crmLookup.id and save it as crmContactId.Trim crmLookup.id and save it as crmContactId.

On error

If a step below fails, save the error as crmCreateErrorIf a step below fails, save the error as crmCreateError

Try

HubSpotCreate the contact leadEmail. Save it as crmCreated.Create the contact leadEmail. Save it as crmCreated.

Trim crmCreated.id and save it as crmContactId.Trim crmCreated.id and save it as crmContactId.

On error

Add leadEmail was posted and recorded but could not be added to HubSpot, so add them by hand (crmCreateError.message). to the end of leadProblems and save it as leadProblems.Add leadEmail was posted and recorded but could not be added to HubSpot, so add them by hand (crmCreateError.message). to the end of leadProblems and save it as leadProblems.

No

No steps

Look up decision in a table and save it as decisionLabel.Look up decision in a table and save it as decisionLabel.

Look up fitTier in a table and save it as fitLabel.Look up fitTier in a table and save it as fitLabel.

Look up intentTier in a table and save it as intentLabel.Look up intentTier in a table and save it as intentLabel.

Build the text *@decisionLabel* - @fitLabel, @intentLabel and save it as alertHeadline.Build the text *@decisionLabel* - @fitLabel, @intentLabel and save it as alertHeadline.

Set whoLine to leadName.Set whoLine to leadName.

If enrichedTitle isn't emptyIf enrichedTitle isn't empty

Yes

Change whoLine to whoLine, enrichedTitle.Change whoLine to whoLine, enrichedTitle.

No

No steps

If enrichedCompany isn't emptyIf enrichedCompany isn't empty

Yes

Change whoLine to whoLine at enrichedCompany.Change whoLine to whoLine at enrichedCompany.

No

No steps

Set ownerMention to routedToEmail.Set ownerMention to routedToEmail.

If routedToSlackId isn't emptyIf routedToSlackId isn't empty

Yes

Build the text <@@routedToSlackId> and save it as ownerMention.Build the text <@@routedToSlackId> and save it as ownerMention.

No

No steps

If routedToEmail is emptyIf routedToEmail is empty

Yes

Change ownerMention to nobody yet.Change ownerMention to nobody yet.

No

No steps

Set alertBody to alertHeadlineSet alertBody to alertHeadline whoLine <mailto:leadEmail|leadEmail> · form: formName > triage.evidence triage.reasoning Routed to: ownerMention (routingRule).

If isBuyingGroup is yesIf isBuyingGroup is yes

Yes

Change alertBody to alertBodyChange alertBody to alertBody :busts_in_silhouette: Someone else from emailDomain also enquired recently - treat this as one buying group.

No

No steps

If needsHumanEye is yesIf needsHumanEye is yes

Yes

Look up reasonCode in a table and save it as humanEyeReason.Look up reasonCode in a table and save it as humanEyeReason.

Build the text @alertBody :eyes: Read this one yourself before replying - @humanEyeReason and save it as alertBody.Build the text @alertBody :eyes: Read this one yourself before replying - @humanEyeReason and save it as alertBody.

No

No steps

If emailTypoSuggestion isn't emptyIf emailTypoSuggestion isn't empty

Yes

Change alertBody to alertBodyChange alertBody to alertBody :warning: Possible typo in the address - did they mean emailTypoSuggestion?.

No

No steps

If decision is not dropIf decision is not drop

Yes

Change alertBody to alertBodyChange alertBody to alertBody *Suggested reply* triage.reply.

If a step below fails, save the error as slackErrorIf a step below fails, save the error as slackError

Try

SlackSend a message to slackChannelId.Send a message to slackChannelId.alertBody

On error

Stop and report a problem: Could not post to Slack, so nobody would hear about this lead. Check the channel id on the step called 'Create slackChannelId', and make sure the Lodol app has been invited to that channel with /invite Lodol. The underlying error was: slackError.message.Stop and report a problem: Could not post to Slack, so nobody would hear about this lead. Check the channel id on the step called 'Create slackChannelId', and make sure the Lodol app has been invited to that channel with /invite Lodol. The underlying error was: slackError.message.

Add 1 to routedThisRun.Add 1 to routedThisRun.

No

Add 1 to droppedThisRun.Add 1 to droppedThisRun.

If replyMode in lowercase is draft and decision is routeIf replyMode in lowercase is draft and decision is route

Yes

If a step below fails, save the error as draftErrorIf a step below fails, save the error as draftError

Try

GmailDraft an email to leadEmail.Draft an email to leadEmail. Subject: Re: formNametriage.reply

On error

Add leadEmail was posted to Slack and recorded, but the Gmail draft could not be saved, so reply from the suggested text in Slack (draftError.message). to the end of leadProblems and save it as leadProblems.Add leadEmail was posted to Slack and recorded, but the Gmail draft could not be saved, so reply from the suggested text in Slack (draftError.message). to the end of leadProblems and save it as leadProblems.

No

No steps

Move the current date and time by replyWithinMinutes minutes and save it as replyDueAt.Move the current date and time by replyWithinMinutes minutes and save it as replyDueAt.

If a step below fails, save the error as ledgerErrorIf a step below fails, save the error as ledgerError

Try

Google SheetsAdd a row to 'Ledger' in spreadsheetUrl.Add a row to 'Ledger' in spreadsheetUrl.

On error

Stop and report a problem: Stopped: leadEmail (submission submissionId) was handled but could not be added to the 'Ledger' tab. The next run will handle it again, so if it was posted to Slack it will be posted a second time. Check that the Google Sheets connection can edit the spreadsheet and that the 'Ledger' tab is still there. The error was: ledgerError.message.Stop and report a problem: Stopped: leadEmail (submission submissionId) was handled but could not be added to the 'Ledger' tab. The next run will handle it again, so if it was posted to Slack it will be posted a second time. Check that the Google Sheets connection can edit the spreadsheet and that the 'Ledger' tab is still there. The error was: ledgerError.message.

On error

Add lead.Email (submission lead["Submission ID"]) could not be triaged and was not recorded, so the next run tries it again (leadError.message). to the end of leadProblems and save it as leadProblems.Add lead.Email (submission lead["Submission ID"]) could not be triaged and was not recorded, so the next run tries it again (leadError.message). to the end of leadProblems and save it as leadProblems.

Set handledThisRun to routedThisRun plus droppedThisRun.Set handledThisRun to routedThisRun plus droppedThisRun.

Count the items in leadsForNextRun and save it as waitingCount.Count the items in leadsForNextRun and save it as waitingCount.

If leadProblems isn't emptyIf leadProblems isn't empty

Yes

Join leadProblems with a new line and save it as problemList.Join leadProblems with a new line and save it as problemList.

Stop and report a problem: New leads handled: handledThisRun. Some need attention:Stop and report a problem: New leads handled: handledThisRun. Some need attention: problemList.

No

No steps

If waitingCount is greater than 0If waitingCount is greater than 0

Yes

Finish the run: New leads handled: handledThisRun (routedThisRun posted to Slack, droppedThisRun dropped). Still waiting: waitingCount - they are picked up by the next runs, 10 at a time.Finish the run: New leads handled: handledThisRun (routedThisRun posted to Slack, droppedThisRun dropped). Still waiting: waitingCount - they are picked up by the next runs, 10 at a time.

No

No steps

If handledThisRun is 0If handledThisRun is 0

Yes

Finish the run: No new leads on the 'New leads' tab.Finish the run: No new leads on the 'New leads' tab.

No

No steps

Finish the run: New leads handled: handledThisRun (routedThisRun posted to Slack, droppedThisRun dropped).Finish the run: New leads handled: handledThisRun (routedThisRun posted to Slack, droppedThisRun dropped).