Automates lead capture, validation, scoring, tracking in Sheets, and multi-channel alerts to sales.
The AI agent automates lead intake, validates contact data, and screens for fraud in real time. It scores leads on a 0–100 scale using AI, logs results to Google Sheets, and triggers Slack alerts for high-priority prospects. It nurtures prospects with personalized emails, tracks opens, follows up after 24 hours if unopened, and produces weekly performance reports for sales leadership.
Automates core lead flow from capture to nurture with fraud checks and real-time alerts.
Capture leads via webhook from forms.
Validate emails and IPs to detect fraud.
Score leads on a 0–100 scale using AI.
Log leads, scores, and engagement to Google Sheets.
Notify sales via Slack for high-scoring leads.
Nurture leads with personalized emails and track engagement.
The AI agent replaces manual, error-prone lead handling with an auditable, automated flow. It reduces fraud by validating each lead, delivers consistent scoring, centralizes data in Sheets, alerts the right people at the right time, and sustains engagement with timely emails.
A simple 3-step flow that non-technical users can follow.
When a form is submitted, the AI agent captures the data via webhook and validates the email and IP for fraud.
The AI agent computes a 0–100 score and logs the result along with metadata to Google Sheets.
High-scoring leads trigger Slack alerts for sales and initiate welcome emails; engagement is tracked and follow-ups are scheduled as needed.
A realistic scenario showing data, actions, and outcomes.
Scenario: A form submission arrives at 09:12 UTC with email test@example.com and IP 8.8.8.8. The AI agent captures the lead via webhook, Verifi Email validates the address, IP Lookup returns a clean score, the lead is scored at 72, logged to Google Sheets, a Slack alert is sent to the sales channel, a welcome email is dispatched via Gmail, email opens are tracked, and after 24 hours if unopened a follow-up email is sent. The engagement score is updated, and a weekly report is compiled and emailed to the sales head.
Roles across marketing, sales, and operations who want reliable lead data and faster follow-ups.
Needs automated lead capture and accurate scoring to evaluate campaign quality.
Requires real-time alerts for high-potential leads to accelerate outreach.
Wants a centralized view of lead quality and weekly performance reporting.
Wants fraud checks on incoming data and auditable trails.
Seeks automated nurture to move prospects through the funnel without manual work.
Needs client-ready reports with lead quality, scoring, and engagement metrics.
Tools used and what the AI agent does inside each.
Captures form submission data and starts the AI agent workflow via webhook.
Validates email addresses to reduce invalid or fraudulent data.
Checks IP reputation and location to identify suspicious activity.
Logs leads, scores, and engagement; enables auditing and reporting.
Sends real-time alerts to the sales channel for high-priority leads.
Sends welcome and nurture emails; tracks opens and engagement.
Scenarios where this AI agent adds concrete value.
Common concerns answered with practical detail.
The AI agent requires form data delivered via webhook, including at minimum an email field and an IP address. It can pull additional fields from your form to enrich the lead record. Validation nodes (Verifi Email and IP Lookup) run automatically to assess data quality. The setup is designed to minimize manual config after initial credentials are provided. You can adjust which fields are required and how scores are calculated inside the function node.
Fraud scoring combines email validation and IP reputation checks to produce a risk-adjusted score. It adapts to data quality variations by using configurable thresholds and a learning-based scoring model. Regional differences in data are handled by tuning the scoring parameters, and you can review the historical scores in Google Sheets for auditing. While no system is perfect, the combination of checks significantly reduces fraudulent leads entering the pipeline.
Yes. The agent supports integration through an HTTP Request (Web API) to your CRM. You can map lead data and scores to standard CRM fields, trigger status changes based on scores, and push follow-up tasks. The integration is configurable to avoid duplicate records and to preserve compliance with data handling policies. Ongoing maintenance includes syncing schemas when your CRM fields change.
The agent sends a welcome email immediately after a high-score lead is identified. Engagement is tracked via Gmail opens, and a follow-up is scheduled if the initial email is not opened within 24 hours. Subsequent follow-ups use a cadence you define in the Set User Config step. You can customize message templates and timing to align with your sales process. All interactions are logged for performance review.
Invalid or very low-scoring leads are logged with their rationale but do not trigger primary sales alerts. They stay in your Sheets with a lower engagement score to provide a complete audit trail. This prevents data loss while ensuring sales teams focus on higher-value prospects. You can set automatic suppression rules or filter views for these leads in Sheets.
A weekly report aggregates leads, scores, and engagement metrics and is emailed to the sales head. The report compiles totals, averages, and trend insights for the prior week. It can be exported to your CRM or shared via Slack as a summary digest. You can customize the report period, recipients, and delivery time in the cron settings.
Hosting needs depend on your data policy. The core workflow uses self-hosted n8n for Verifi Email integration, which means you must provide a hosting environment where you can run Node.js. If you operate in a cloud environment, you can point the webhook to your hosted instance. The security model supports standard encryption in transit and at rest, with access controlled via credentials.
Automates lead capture, validation, scoring, tracking in Sheets, and multi-channel alerts to sales.
