The Core Workflow: From Form Submission to Enriched Lead
Let’s start with a problem every business has: someone fills out a contact form on your website. What happens next? For most, it’s a manual, soul-crushing sequence of copy-pasting that data into a CRM, Googling the person’s company, and trying to figure out if they’re a good fit. This is a perfect, high-value target for automation.
Here’s the basic flow we’re going to build:
- Trigger: A new form submission. I use Tally for my forms because the free tier is incredibly generous, but this works with any form tool that has webhooks (Typeform, Jotform, etc.).
- Glue: A no-code automation platform. Your main choices are Make or Zapier. I lean towards Make for its visual interface and more flexible pricing, but both get the job done. This platform will catch the webhook from the form.
- Action (The AI part): The platform sends the form data (name, email, company, message) to a Large Language Model (LLM) API. We’ll use Anthropic’s API for this example.
- Output: The LLM returns structured data (we’ll force it to use JSON) that enriches the original lead.
- Destination: The automation platform takes the original data plus the new AI-generated insights and creates a new, detailed record in a CRM or a database like Airtable.
This isn’t theory. This is a fundamental operator playbook for turning raw interest into qualified pipeline without hiring a data entry clerk. It’s one of the most effective real-world AI automation examples you can deploy in an afternoon.
What Most Guides Get Wrong About AI Enrichment
If you search for this topic, you’ll find a dozen tutorials showing a simple prompt like: “Here is a lead, tell me about their company.” This is lazy and it will fail you in production.
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Why? Because LLMs are non-deterministic. Ask the same question twice, and you might get two slightly different answers. One might be a paragraph, the other a bulleted list. This is useless for automation, which depends on predictable, structured data.
The key is to force the model to return JSON. Always.
You don’t just ask it to summarize; you give it a strict schema to follow. This transforms the LLM from a creative writing assistant into a predictable data processing engine. Your prompt shouldn’t be a polite request; it should be a command with explicit formatting instructions. This is the difference between a toy and a tool.
Here’s a better prompt structure:
You are an expert B2B sales development representative. Your task is to analyze an inbound lead and provide a structured JSON output. Do not include any text before or after the JSON object.
Lead Data:
Name: {{lead_name}}
Email: {{lead_email}}
Company: {{company_name}}
Message: {{message_text}}
Based on the data above and your own knowledge, provide a JSON object with the following schema:
{
"company_size_estimate": "(e.g., 1-10, 11-50, 51-200, 201-1000, 1000+)",
"industry": "(e.g., SaaS, E-commerce, Healthcare, Manufacturing)",
"is_decision_maker": boolean,
"potential_need": "(A 1-2 sentence hypothesis on what problem they might be trying to solve based on their message and company profile)",
"qualification_score": integer (1-10, where 10 is a perfect fit)
}
This prompt does several things right: it sets a role (expert B2B SDR), it provides the input data clearly, and most critically, it defines the exact JSON structure required. Most modern APIs, like Anthropic’s and OpenAI’s, have a specific “JSON mode” you can enable to make this even more reliable.
A Concrete Example: Qualifying a B2B Lead with Claude 3 Sonnet
Let’s make this real. I use Claude 3 Sonnet for this task. Why? Because it has a massive context window, great reasoning skills, and its price is very competitive. The API cost for a task like this is typically a fraction of a cent. Honestly, at around $3 per million input tokens, the cost is so low it’s basically a rounding error compared to the value of a single qualified lead.
Imagine a lead comes in from “Jane Doe” at “Acme Widgets” with the message, “Hi, we’re looking for solutions to improve our manufacturing output.”
Your Make (formerly Integromat) scenario would:
- Receive the webhook from Tally with Jane’s data.
- Call the Anthropic API with the prompt above, inserting Jane’s details into the template.
- Receive the JSON response from Claude. It might look like this:
{"company_size_estimate": "201-1000", "industry": "Manufacturing", "is_decision_maker": false, "potential_need": "They are likely facing production bottlenecks or efficiency issues and are searching for software or hardware to optimize their assembly line.", "qualification_score": 8} - Parse this JSON.
- Create a new record in your Airtable base with fields for all this new information. You can even use the qualification score to automatically route high-value leads to a specific person on your team.
This entire process takes about five seconds and runs 24/7. It’s a simple ai agent framework focused on a single, valuable task.
