Applied AI / automation systems · case study

Inbound Lead Triage & Automated Routing System

The daily job that turns raw inbound and sourced leads into contactable, correctly routed records.

Sole builder and operator · independently built production infrastructure · not client work

01 / CONSTRAINT

Constraint

Turning raw inbound and sourced leads into contactable, correctly routed records without manual triage.

02 / ARCH

Architecture

  1. 01
    Intake
    Raw inbound and sourced lead records.
  2. 02
    Classification
    Relevance and routing state.
  3. 03
    Enrichment retry
    Failed attempts remain recoverable.
  4. 04
    Routing
    CRM state, suppression, and stop conditions.
03 / FAILURE

Silent Failure

It ran green every single day while the qualified queue starved.

04 / TRACE

Trace

Found by reading the filter against real record state rather than run status.

05 / FIX

Fix

The pull filter excluded any record already carrying an enrichment timestamp, so one failed attempt marked that lead permanently handled. Now it retries anything older than 30 days.

06 / VERIFY

Verification

Republished, then confirmed against the live API.

07 / EVIDENCE

Evidence / Stack

Sole builder and operator. Independently built production infrastructure.

  • n8n
  • Airtable
  • email enrichment
  • CRM routing
08 / CTA

CTA

Happy to walk through the live workflow canvas on a call.

Fit call

The fit call is fifteen minutes and free.

You find out whether this applies to your operation, and I find out whether I can actually help.

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