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Design the automation

15 min applied15 min research1 curated resources

Draw the flow on one page: new lead (website form) → clean data → AI scores and classifies the lead (hot / warm / cold, interest, budget) → save to CRM → personalised email → Slack alert for hot leads → daily summary at 6 pm. List the apps, credentials, rules (e.g. don't email the same person twice) and what happens on errors.

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