Lead pre-qualification

Sales / AUTOMATE.md

Pre-qualify each new lead from our website contact form: research the company, score it against our ideal customer profile, and leave a draft reply for the promising ones.

## Scoring
SignalPoints
50–500 employees+2
Uses a competitor+2
Student or job seekerSkip
## Draft reply
-Mention one thing specific to their company.
-Offer two meeting times from my calendar.
-Never send it — leave it in my drafts.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Every lead researched the same day
  • Replies ready for the best fits

How it runs

  1. 1. Starts

    Each new lead

  2. 2. Reads

    website contact form

  3. 3. Delivers to

    SpreadsheetsEmailCalendar

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why sales teams set this up

A target account spends three weeks reading pricing pages and comparing vendors, and the only person who finds out is a rep three weeks later. By then the buyer has already taken a call with a competitor. Intent data is collected but never converted into a named owner and a specific week of action.

See the whole job: Buyer intent routing

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It does the legwork. You decide what reaches a customer.

  • Nothing reaches a customer unasked

    Replies and follow-ups wait in your drafts until you send them, or until you pre-approve them.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the CRM and inbox you allow

    Each automation reaches only the apps and folders you connect for it.

Lead pre-qualification

Approve before it updates the sheet and sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your CRM's workflow rules

Updating fields and assigning records the same way every time.

They can't read a call, research a company or write a follow-up that sounds like you.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Drafting a reply when you ask for one.

Nothing happens until you come back and ask again, and the routine lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Intent spike alert

When an account crosses our intent threshold, post the account name, the topics its people read, and one suggested opener.

When an account crosses the intent threshold

Signal triage

When a tracked signal shows a target account talking about our category, post a one-line summary and draft a reply I can send.

When a target account posts in a tracked community

Related workflows

Lead enrichment and hygiene

Fill in the fields a lead arrived without, merge the records that describe the same person, and keep the outbound list clean.

3 automations

Account research briefs

Keep a one-page brief per target account: the people who matter, what changed there recently, and the reason to reach out this week.

7 automations

Lead routing checks

Check each inbound lead's fields, territory, and open opportunities, then send it to one named owner with a response clock attached.

Write your own

Outbound sequence governance

Hold every rep to one agreed cadence and honor opt-outs everywhere the address is stored.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon