Approvals & Backofficefree

Lead Intake & Initial Processing

by Gilbert OnyebuchiUpdated Aug 2026

Requires

Google Sheets

SendGrid

1/5

STEPS · 8

Starts on an incoming request

On a webhook submission, records the lead in Google Sheets and sends a confirmation email via SendGrid.

AI Form Intake Processor

On form submission, processes input with Anthropic, logs results to Google Sheets, and notifies via Slack and Gmail.

On a form submission, enriches the intake via HTTP, routes the client, emails via Gmail, and records to Google Sheets.

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