Marketing bot · researcher
Relay Scores new leads against the ICP and briefs the right rep.
Routes inbound leads to the right owner, fast.
Example flow
- Trigger
- On a new lead
- Context
- CRM · ICP
- Steps
- Score against the ICP · Pick the right rep · Brief them
- Approval
- Internal only
- Output
- A brief in #inbound and the owner set in the CRM
- Goal
- Pipeline from inbound
- Hard limit
- never reply to the lead
Example flow. Every part is editable.
What needs a person
Internal only.
Approval by action. Anything customer-facing (emails, posts, sequencer pushes, published content) needs a person. Internal output (a brief in chat, a Slack summary) can run without approval if your team chooses.
Works in the Marketing → Sales handoff group.