Rate new leads against your ideal customer profile
Rates each new lead in your spreadsheet against the customer profile you describe and appends the rating with its reasoning.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead columnReads the addresses already on the ratings tab so no lead is rated twice, and stops if that tab cannot be read.
- 2Google SheetsRead rowsReads each lead's company, email and notes from your leads tab, skipping rows that are incomplete or invalid.
For each
lead- 3OpenAIQuery modelAsks the AI to rate the lead 'Strong fit', 'Possible fit' or 'Weak fit' against your profile and explain why.
If
answeris not empty- 4Google SheetsAppend rowAppends the lead's email, company, rating, reasoning and the time rated to the ratings tab.
- 4
- 3
How it works
What happens on each run, in plain English.
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.
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