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AI lead qualification your whole team shares
Template: AI Lead Qualification: Google Forms to Slack and Notion
When a lead fills in your Google Form, an AI agent qualifies them and sends a Slack alert, then logs them in your Notion CRM. The agent's memory is shared across your organisation, so it remembers companies and contacts anyone on the team has seen before.
- 4 steps
- free plan
Free to use. Sign in to add it to your canvas.
Click a step to see its settings, or drag it to move it
Who it's for
Sales teams that collect leads through Google Forms and want them qualified and logged before anyone picks up the phone.
How it works
The flow you get, exactly as it lands on your canvas.
- Google Forms TriggerStarts hereGoogle Forms
Triggers when a new Google Form response is submitted. Works with ANY form: every question is exposed as a usable variable, referenced by its exact question title.
- AI Agent
Conversational AI agent with built-in long-term memory across sessions.
- SlackSlack
Complete Slack automation with OAuth
- Notion
Create and manage Notion pages and databases
Questions
- What does team memory mean?
- The agent's memory belongs to the organisation, so what it learns about a company is available to everyone's runs.
- Does it need an organisation?
- Yes. The workflow must be assigned to an organisation for the shared memory to work.
- Where do qualified leads go?
- A Slack alert, and a record in your Notion CRM.
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