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    Workflow template

    AI Lead Qualification

    Read a lead's website, score it against your ideal customer profile, and alert Slack only when it's a strong fit.

    [ intermediate ][ 5 steps ]
    Inputs

    What you fill in

    The template asks for these values when you open it in the Workflow Builder.

    [ 3 inputs ]
    InputTypeDescriptionRequiredDefault
    company_websiteurlThe lead's websiteYes—
    ideal_customertextYour ideal customer profile: industry, size, needs, signalsYes—
    slack_channeltextSlack channel to post to, e.g. #marketing (connect Slack in Integrations first)Yes—
    How it runs

    The steps, in order

    Each step passes its output to the next. Branches are marked with the condition that leads to them.

    1. [01]Manual Trigger

      Run manually

      • Read website
    2. [02]Web Scraper

      Read website

      • Score the lead
    3. [03]AI Agent

      Score the lead

      Model: Claude Haiku 5.5

      • Strong fit?
    4. [04]Condition

      Strong fit?

      • Yes: Alert sales
    5. [05]Slack

      Alert sales

    Setup

    Before you run it

    What this template needs, based on the nodes it uses.

    • Runs when you press Run in the Workflow Builder.
    • Connect Slack in Integrations (bot token or incoming webhook). The bot must be in the channel.
    • AI steps run on platform credits; no model API key is needed. You can switch the model on each step.
    Models and integrations

    What it uses

    Models

    Claude Haiku 5.5

    Set on the template's AI steps. You can change the model on each step after you open the template.

    Integrations

    FirecrawlAnthropicSlack

    Tags

    lead scoringlead qualificationsalesslackideal customer profile
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    Workflow template

    Use the AI Lead Qualification template

    Create a free account, open the template in the Workflow Builder, and fill in its inputs.

    100 free credits to start
    No credit card required
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