
The Lead Triage Agent: 100% Autonomous Qualification
Eliminating the "Shadow Work" of manual sales admin through a 14-day Validation Sprint.
The Logic: Friction → Build → Result


The Build
Autonomous agentic architecture utilizing n8n for orchestration.
Google Gemini situational intelligence for real-time qualification.
The Result
100% automated triage with zero human intervention.
Leads researched and actioned within seconds of arrival.
The Friction
Sales teams lose 10+ hours a week to manual lead research.
Slow "speed-to-lead" causes high-value opportunities to go cold.
Architect’s Notes: Bridging the Adoption Gap
Functional Agentic Prototype
A custom-built, interactive AI agent proving the technical viability of the solution.
[Human-Centered Notification Design]
Automation fails when it becomes "noise." During the Discovery Lab (Stage 02), we identified that sales teams ignore generic CRM updates. We engineered this agent to deliver Context-Rich Slack Alerts that summarize the lead’s intent and company background, allowing the salesperson to act immediately without opening five different tabs.
[Situational Intelligence via Gemini]
Unlike rigid rule-based bots, this agent uses Gemini 1.5 Pro to reason through multi-modal lead data. It doesn't just look for keywords; it understands intent. By analyzing the lead's LinkedIn profile and company website in real-time, the agent makes a qualitative judgment on "fit" before it ever hits your CRM.
[Governance & Data Integrity]
A core part of the Validation Sprint is ensuring the agent doesn't "hallucinate" into your database. We implemented a Verification Loop within n8n that cross-references extracted data against your existing Salesforce records, preventing duplicates and ensuring that your system of record remains the single source of truth.
