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MakeCase study

Automated Lead Triage - Zephyr

Lead triage system that receives inbound submissions via webhook, classifies them with OpenAI, computes timing context, and routes each lead into OUT OF SCOPE, CRITICAL, or STANDARD branches with dedicated Google Sheets logging and email notifications.

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Automated Lead Triage - Zephyr workflow

Context

The team received many unstructured leads and needed a fast, consistent way to separate high‑urgency or out‑of‑scope queries from standard opportunities while keeping records and notifications logically segregated.

Approach

Built a single Make.com scenario that starts with a custom webhook, runs lead classification and JSON parsing, calculates days until start, then routes each lead through a router into OUT OF SCOPE, CRITICAL, or STANDARD branches, each of which logs to its own Google Sheets tab and sends the appropriate email or error alert.

Architecture

  1. Custom webhook (Zephyr Lead Intake)
  2. OpenAI categorization
  3. JSON parsing
  4. Calculate Days Until Start
  5. Router
  6. OUT OF SCOPE: Google Sheets log + error/notice email
CRITICAL
  1. Google Sheets log + founder alert
STANDARD
  1. Google Sheets log + error‑handling email
  2. Error handlers on each email path

Results

~4 hrs/weekLead triage time saved
Under 1 minuteCritical lead response time
AutomaticallyOut-of-scope leads filtered