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Conversational AICase study

Farm-to-Table Catering Lead Automation and Email Integration

Conversational workflow that captures farm-to-table catering inquiries end-to-end, collects name, event date, guest count, and dietary notes, normalizes the event date, generates a unique lead ID, appends the lead to a spreadsheet for tracking, sends an automated Gmail notification with the inquiry details, and confirms receipt to the customer.

Conversational AI · workflow canvasproduction build
Farm-to-Table Catering Lead Automation and Email Integration workflow

Context

A farm-to-table catering business needed a simple, high-touch conversational intake that captures all essential event details, maintains a persistent lead record, and alerts the team immediately via email without manual data entry.

Approach

Built a Botpress workflow that starts with a branded welcome message, guides the customer through structured capture blocks for name, event date, guest count, and dietary notes, normalizes the event date for consistent storage, generates a unique lead ID, appends the finalized lead data to a Google Sheets row for tracking, sends an automated Gmail notification with the inquiry details, and closes with a confirmation message acknowledging receipt.

Architecture

  1. Welcome message
  2. capture_name
  3. capture_event_date
  4. capture_guest_count
  5. capture_dietary
  6. Data normalization (event date)
  7. build_lead_id
  8. sheets_create_row (Google Sheets)
  9. gmail_send_email
  10. confirmation_card

Results

~2 hrs/weekLead intake time saved
Instant confirmation, down from next-dayInquiry response time
EliminatedLead tracking gaps