🧠 How It Works

This AI Agent automatically qualifies property buyer leads from form submissions and sends them directly to your CRM.

🔄 Workflow Steps

1. Form Submission Trigger

   • When a user submits their details via a property inquiry form, the workflow is activated.

2. AI Lead Classification

   • The buyer’s input (budget, location, timeline, etc.) is analyzed by OpenAI.
   • Structured data is extracted, and a lead score (0–100) is generated.

3. Lead Qualification Logic

   • Leads with a score ≥ 70 are marked as qualified.
   • Leads with a lower score can be ignored or stored separately for later review.

4. Follow-Up Actions (for Qualified Leads)

   • An email notification is sent to the real estate agent.
   • A record is created in Airtable to act as a lightweight CRM.

⚙️ How to Set Up

1. Form Setup

• Replace the default trigger with your preferred source:
  • Typeform, Google Forms, Webflow form, etc.
• Ensure your form collects the following fields:
  • Name, Email, Budget, Location, Timeline, Property Type

2. Connect Your Credentials

• Add your OpenAI API key for the LLM node
• Connect your Gmail account for notifications
• Link your Airtable base & table to store qualified leads

3. Customize Scoring Logic (Optional)

• Edit the Information Extractor prompt to tweak how scoring is calculated
• Example: prioritize budget fit, location, or timeline

4. Test the Workflow

• Submit a test entry via the form
• Confirm:
  • You receive the notification email
  • A new lead record appears in Airtable

5. Activate & Go Live

• Turn on the workflow
• Start qualifying real buyer leads in real-time 🎯

🚀 Use Cases

• Realtors → Filter out unqualified leads automatically
• Agencies → Save time by only engaging with high-quality inquiries
• Teams → Centralize qualified leads in Airtable for instant collaboration