Quick overview This workflow receives insurance quote submissions via a webhook, normalizes and deduplicates them against Airtable and/or Google Sheets, uses OpenAI to score and classify the lead, then routes hot/warm leads to Microsoft Teams and/or Slack (plus Twilio SMS for hot leads) and logs the quote. How it works Receives an insurance quote request through a webhook endpoint. Applies configurable settings (log destination, notification channels, thresholds) and normalizes the incoming form payload into a standard quote format. Checks Airtable and/or Google Sheets for recent matching email/phone/hash entries to detect duplicate submissions. If the quote is new and has contact details, sends the quote data to OpenAI to generate a lead score, priority, underwriting flags, missing info, and recommended next steps. Routes the quote as hot, warm, or cold based on the score/priority and prepares formatted alert messages for Microsoft Teams and Slack. Posts hot/warm alerts to Microsoft Teams and/or Slack, and sends a Twilio SMS to an agent for hot leads.
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Qualify voicemail leads with Twilio, Google Gemini, Gmail and Google Sheets
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