Make
Lead checks and onboarding, run in Make
In a Reddit thread about process automation, one commenter set out his stack. He uses Make with AI modules for three jobs. It qualifies new leads. It handles customer onboarding. It drafts basic customer service replies. He says the real win is not chained prompts. The win is systems that can make decisions and act without him.
How it wentHe gives no numbers. He advises owners to start with one task that eats 30 minutes or more a day, before they build complex workflows. His comment, from the thread.
Try it · based on the source's workflow
For each new lead from [source]: check the lead against [my criteria] and score it. If it passes, send the onboarding steps in [tool]: [list steps]. Answer basic service questions from [FAQ document] only. If a question is not in the document, draft a reply and show me before it sends. Log every lead and its score in [sheet].
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.