Fit scoring assistant
Score every account against the same written firmographic and intent criteria, so two reps reach the same answer about whether it is worth working.
No ready-made setup for this job yet.
Describe the job in a sentence, the way you would brief a colleague: when it should happen, what to check, and what to hand you. That sentence is the automation.
The job, and what good looks like.
Two reps qualify the same lead differently, one works it and one discards it, and the discarded one closes three months later. This workflow applies one written criteria set to every account entering the pipeline. The criteria are firmographic facts, technology fit, and buying behaviour, each weighted by the team and kept in one place so a change is visible to everybody. Each account is scored on the same pass, and the score lands on the record next to the evidence that produced it, so a manager can see why rather than being told. Accounts below the bar are recorded as disqualified against the specific criterion they failed, which is what makes the decision reviewable six months later. Where a deal sits right on the line, the components are shown separately instead of being hidden inside a total. A human still sets the bar, overrides a score when a rep knows something the data does not, and decides what happens when the score and the judgement disagree. The score standardises the question; it does not answer it.
When it is handled
- One written bar for every deal
- Scores visible in the forecast review
- Every disqualification carries a reason
- Reps argue about evidence, not instinct
Works with tools like
- 6sense
- ZoomInfo
- Clay
- Apollo.io
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.
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.
Related workflows.
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
Discovery prep pack
Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.
1 automation
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 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.