Automation template · Interactive demo

Inbound leads, sorted and drafted before anyone opens the inbox.

Each email or website form is read, the key details are pulled out, the sender is matched against the CRM and a reply is drafted. Nothing is saved or sent until a person approves it.

Demo Everything here is fictional: the company, the people, the messages and the CRM. The demo plays back pre-written results in your browser. It does not call an AI model, save anything or send email. The real template does the same steps with Claude and your own CRM.
Simulated

1 · Pick an incoming message

    CRM (fictional records)
    IDNameCompanyEmailStatusLast activity

    Lead capture template, demo build. The production version runs on n8n with the client's own Claude API key, inbox and CRM (Google Sheets, HubSpot or Salesforce), and keeps the same approval step.