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Make · Airtable · AI-assisted triage

Workflow design

Lead Capture & Routing

Lead workflows that capture prospects into Airtable, categorise them by service, and trigger the right follow-up for each category.

lead-routing.workflowTriggerAI stepLogicDataAction
  1. Trigger01

    New enquiry

    Form or inbound message

  2. Data02

    Airtable lead

    Structured record

  3. AI step03

    AI categorise

    Service + intent

  4. Logic04

    Route by service

    • ↳ Service A → its owner
    • ↳ Service B → its owner
    • ↳ Unclear → human review
  5. Action05

    Follow-up

    Notify + respond

The problem

Enquiries arrive from several channels and sit unanswered until someone sorts them. The right specialist hears about a lead late, if at all.

What I built

  • Airtable lead records with routing logic that sorts prospects by service category.
  • Make scenarios for lead capture, AI-assisted categorisation and business follow-up across connected apps.
  • Downstream actions triggered per category, so each lead reaches the right person with its context attached.

How it handles failure

  • A catch-all review route, so leads the AI can’t classify confidently go to a person instead of being dropped.
  • Structured fields in Airtable keep every lead’s source, category and status traceable.

Outcome

Every enquiry is recorded and categorised, and reaches the right person without anyone sorting the inbox by hand.

Stack

  • Make
  • Airtable
  • AI model APIs
  • Routers
  • Email