Approvals & Backofficefree

Professional Services Client Intake & AI Powered Lead Qualification System

by Hyrum HurstUpdated Aug 2026

RequiresOpenAISlack

Google Sheets

Gmail

1/5

STEPS · 18

Starts on an incoming request

On a client intake submission, scores the lead with an OpenAI agent, logs it to Google Sheets, and notifies via Slack and Gmail.

Patient Intake to Doctor-Approved SOAP Note Automation

On a patient intake form, generates a SOAP note with OpenAI, emails it for doctor approval, logs to Google Sheets, and alerts Telegram and Slack.

On a webhook, extracts contract files, analyzes them with OpenAI, logs to Google Sheets, alerts Slack, emails, and schedules a Google Calendar event.

On a Google Sheets row, drafts a LinkedIn post with OpenAI, requests Slack approval, then publishes it and logs status back to Sheets.