Library / CRM & Sales Pipeline
CRM & Sales Pipeline
Route client onboarding and approvals with OpenAI, Gmail and Google Sheets
Validates client intake webhooks, analyses them with OpenAI, sends risky cases to human approval by Gmail, and logs every step to Google Sheets. Also runs a daily control sweep.
What it does
## Client Onboarding & Delivery Control Tower Reusable paid-template architecture for agencies and service teams. Configure OpenAI, Gmail, approval recipients, the audit sheet and the provisioning adapter before activation. Entry points: intake webhook, approval webhook and daily control sweep. Principles: validate early, structured AI analysis, human approval for risk, duplicate prevention and auditability.
The steps
- 01 — Client Intake Webhook
- 02 — Normalize and Validate Intake
- 03 — AI Scope and Risk Analysis
- 04 — High Risk or Approval Required?
- 05A — Build Project Provisioning Plan
- 07 — Append Audit Record
- 05B — Send Human Approval Request
- 01B — Approval Decision Webhook
- 02B — Normalize Approval Decision
- 04C — Notify Rejection and Pause Delivery
- 01C — Daily Control-Tower Sweep
- 06 — Find Stale Approvals and Blocked Projects
- 03A — OpenAI Scope Review Model
- 03B — Approved?
15 steps in total.
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