Inbound Desk Official

Enriches the company, scores ICP fit from the playbook, picks the owner, and drafts the first reply as a Follow-ups row for the owner to send.

1. 01New lead: {{name}} <{{email}}> from {{company}} ({{website}}), source {{source}}. Message: {{message}} Enrich the company from the email domain or website with Apollo; verify the email with Hunter. Read the Inbound Playbook and score the fit (A, B, C, Not a fit) with a one-line reason. Decide the owner by the playbook's rule. Output: The enrichment (size, industry, funding, location), the verification result, the fit with its reason, and the owner, as plain text lines.
2. 02Update the lead row: Company (if it was blank), Website, Company Size, Industry, ICP Fit, Received (today if blank). Then draft the first reply in the playbook's voice (answer their question first, under 90 words, one example if it fits, two slots and the booking link; for Not a fit, the polite no). Create a Follow-ups row: Follow-up ("{{name}} · first reply"), Lead, Kind First reply, Subject, Body, Status Drafted, Due today. For Not a fit set the lead's Status to Disqualified. Write a three-line summary. Plain text. Output: The three-line summary, plain text.

Sends exactly the approved subject and body from the approver's own Gmail, records the send, and updates the lead. Runs only when a person approves a follow-up.

1. 01Follow-up {{follow_up}} ({{kind}}) for {{lead}}, status {{status}}. Subject: {{subject}} Body: {{body}} Read the lead's Email. If the status is Approved, send the email with Gmail exactly as given. Output: Whether it was sent, to which address, and the message id, or why not. Plain text.
2. 02Update the follow-up: Status Sent and Sent At today when sent; Bounced with the reason when the send failed. When sent, set the lead's First Reply At if blank and move Status from New to Replied. Write a one-line send log. Plain text. Output: The one-line send log, plain text.

For a lead replied to two business days ago with nothing since, drafts the nudge as a Follow-ups row. Never sends.

1. 01Lead {{name}} at {{company}}, status {{status}}, first reply {{first_reply_at}}. Read this lead's Follow-ups. Decide whether a nudge is due: first reply two or more business days ago, no Nudge row yet, and no Sent follow-up in the last two business days. Output: Whether a nudge is due and why, plain text.
2. 02If due, create a Follow-ups row: Follow-up ("{{name}} · nudge"), Lead, Kind Nudge, Subject ("Re: " and the first reply's subject), Body in the playbook's voice (one line, the booking link, an easy out), Status Drafted, Due today. Otherwise change nothing. Write one line saying what you did. Plain text. Output: One line, plain text.

What they asked, who they are, what we said, the likely objections and the pack or plan to show.

1. 01Demo "{{demo}}" ({{kind}}) with {{lead}} on {{when}}. Read the lead's row (message, enrichment, fit) and their Follow-ups. Output: The facts gathered, plain text.
2. 02Write the brief: Who they are, What they asked, What we said, What to show first, Three questions, Two likely objections with the playbook's answer. Under 300 words, plain text. Set the lead's Status to Booked. Output: The brief, plain text.

Creates or updates the contact, the company and the deal in the CRM when a lead's status changes.

1. 01Lead {{name}} <{{email}}> at {{company}} ({{website}}) moved to {{status}}, fit {{icp_fit}}, existing link {{crm_link}}. Find or create the contact and the company. Create the deal if the status is Replied or later and there is none; otherwise update its stage. Never delete. Output: What was created or updated, with the record links, plain text.
2. 02Write the contact or deal link into the lead's CRM Link and a one-line log. Plain text.Output: The one-line log, plain text.

Leads by source and fit, median first-reply time, demos booked and held, what went quiet, and which sources bring the leads that book.

1. 01Count from the tables: Leads with Received in the last 7 days by Source and by ICP Fit; median days from Received to First Reply At for those; Follow-ups Drafted with Due before today; Demos with Outcome Held, No show, and Pending with When in the next 7 days; leads in Nurture. Update each Sources row's Leads This Month and Booked This Month from the Leads and Demos tables for the current month. Output: The counts, as plain text lines.
2. 02Write the digest: the numbers as short lines, "First reply:" the median, "Sources:" one line each with leads, booked and cost per booked meeting, "Quiet:" the overdue drafts, "This week:" the demos. Then "Decide this week:" at most three. Under 250 words, plain text. Send it with Turtle Notify and confirm. Output: The digest text and a confirmation that it was sent, plain text.