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A complete client-facing AI automation handover: workflow map, tools, API keys, prompt library, testing checklist, costs, maintenance notes, and support boundaries.
6
workflow stages
4
connected platforms
$53 / £42/mo
estimated running cost
Sent by Jamie Harrison
Automation overview
Each step is documented in plain English, from trigger to AI processing to CRM update and Slack notification.
Website form trigger
CompleteNew Typeform submission starts the Make.com scenario.
Lead normalisation
CompleteContact details and project notes are cleaned before AI processing.
AI lead summary
CompleteOpenAI summarises the lead, budget, urgency, and likely fit.
Qualification branch
CompleteHigh-fit leads route to Slack and Airtable; low-fit leads receive a polite fallback.
CRM update
CompleteAirtable record created with source, score, next action, and transcript.
Slack alert
CompleteThe sales channel receives a formatted lead summary with action buttons.
Cryptographic Client Sign-off
Your client confirms receipt, accepts the support boundary, and signs off. Both sides receive a PDF export and a timestamped certificate for audit archives.