Each submission is marked pursue or decline, with the reason taken from the answers.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
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Function notes: Follow-ups, proposals, and the handoff between a useful conversation and a filed next step.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to qualify an inbound form before it becomes a deal
Each submission is marked pursue or decline, with the reason taken from the answers.
Time: About half a day for the first run.
Difficulty: Easy
Tools: Google Forms, Claude, Zoho CRM
Every form submission becomes a deal, including the ones that are only a question or a student project.
Each submission is marked pursue or decline, with the reason taken from the answers.
A form, then a mark, then a CRM record only if you pursue.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · Google Forms
A new form response arrives Nothing is sent yet.
Action · Claude
A draft is made from the form answers. A person reads it before it goes anywhere.
Check · Zoho CRM
A person keeps the accepted text on the lead.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Most small businesses. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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