Researched: Sourced and summarized, not yet run end-to-end by us CRM
AI lead scoring and routing into HighLevel
Form leads land in a sheet with no prioritization, and sales responds late
- n8n
- Google Sheets
- Azure OpenAI
- HighLevel
Workflows using Azure OpenAI
2 entries include Azure OpenAI.
Researched: Sourced and summarized, not yet run end-to-end by us Client onboarding
Pre-visit patient intake reminders with AI risk flags for the clinician
Intake forms arrive incomplete or late, and staff have no time to read them before the appointment
- n8n
- Google Calendar
- Gmail
- Google Sheets
- Azure OpenAI
- Slack
5 AI workflows for small businesses, every Tuesday (launching soon)
One deep-dive plus four quick picks for lead follow-up, CRM, proposals, onboarding and support, labeled Researched or Tested. This form doesn't collect anything yet.
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Why trust it: every entry links its source and caveats, and nothing is called Tested until we publish the logs. Our method.