{"slug":"activepieces-score-inbound-demo-leads-one-to-five","title":"Score inbound demo leads from one to five","summary":"Claude handles this as a draft: Read company size, role, and free-text from the form I paste. Return a score 1–5 and a one-line reason. Do not create the CRM record or message the lead.","agent":"Claude","agentSlug":"claude","category":"Sales","categorySlug":"sales","roles":["SDR"],"roleSlugs":["sdr"],"industries":["Software"],"industrySlugs":["software"],"jobs":["sales-research"],"topic":"Sales & Marketing","topicSlug":"sales-and-marketing","score":16,"difficulty":"easy","estCost":"A Claude or similar model call per form fill; CRM and Slack are whatever you already use.","costTier":"low","timeSaved":"A few minutes of manual scoring per lead","prompt":"You score inbound demo-request leads.\n\nInput: the form fields I paste (company size, role, free-text message).\n\nReturn only:\n- score (integer 1–5)\n- one-line reason\n- missing fields (if any)\n\nIf the message is too thin to score (for example only \"interested\"), score unknown and list what is missing.\n\nDo not invent company facts. Do not create a CRM record. Do not email or Slack anyone.","steps":[{"title":"Paste one real past form submission","detail":"Use a form you already received: company size, role, and the free-text message."},{"title":"Check the score is 1–5 or unknown","detail":"A thin message such as \"interested\" should come back unknown, with the missing fields listed."},{"title":"Write the CRM row only after you approve","detail":"A person or a separate automation you already trust writes the row. The score itself is only a draft."},{"title":"Stop","detail":"You own CRM create and outreach. The agent does not message the lead."}],"sourceUrl":"https://www.activepieces.com/blog/ai-agent-workflow-examples-7-templates-to-copy-2026","sourceNote":"Activepieces template published/updated around 15 Oct 2026. The page returned HTTP 200 on 16 Oct 2026. Prompt and stop rules are an AI Playbook Gems adaptation, not a vendor quote; unverified.","date":"2026-10-16","verified":false,"status":"unverified","sponsorUrl":"","metrics":[{"label":"Hands-on time","value":"A few minutes of manual scoring per lead"},{"label":"You still approve","value":"CRM create and outreach"}],"faq":[{"question":"Has this Claude playbook been re-run for the catalog?","answer":"No. Status is unverified. The Activepieces page was checked on 16 Oct 2026. The prompt is an adaptation, not a vendor quote."},{"question":"What stays human?","answer":"Creating the CRM record and messaging the lead. A thin form should score unknown instead of a guessed 1–5."}],"url":"https://aiplaybookgems.com/usecases/activepieces-score-inbound-demo-leads-one-to-five","jsonUrl":"https://aiplaybookgems.com/api/usecases/activepieces-score-inbound-demo-leads-one-to-five"}