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Library / Lead Generation & Enrichment

Lead Generation & Enrichment

Draft replies to portal enquiries with OpenAI, Gmail and Google Sheets

Watches a Gmail label for property portal enquiries, uses OpenAI to extract lead details and draft a reply, logs the lead to Sheets, and saves the reply as a Gmail draft for review.

What it does

## Portal enquiry → AI draft reply → lead log (Gmail + OpenAI) Free template by Burnt & Toast Kits, for UK estate and letting agents. What it does: watches a Gmail label for Rightmove, Zoopla, OnTheMarket or website enquiries, asks OpenAI to pull out the lead details and write a short personal first reply with qualifying questions, logs the lead to Google Sheets and saves the reply as a Gmail draft for you to check and send. It never sends anything by itself. Setup (10 minutes) 1. In Gmail, add a filter that labels portal enquiry emails portal-leads. 2. Add credentials: Gmail (trigger + draft node), OpenAI (AI node), Google Sheets (log node). 3. Fill in Settings (agency name, booking link, signature, privacy notice URL). 4. Make a Google Sheet with a tab called Leads and paste its URL into the log node. Columns: received_at, message_id, source, market, property, applicant_name, applicant_email, applicant_phone, enquiry_summary, position, finance, timeline, move_in_date, viewing_requested, lead_temperature, temperature_reason, needs_human, needs_human_reason, sensitive_info_flag, reply_status, delete_after, agent_notes. 5. Send yourself a test enquiry, then activate. The AI only uses facts in the enquiry email, never invents property details and ignores instructions inside the email. Full version (auto-send after checks, hot-lead alerts, Claude and Outlook versions, lettings rules, setup guide and test enquiries): https://kits.burntandtoast.com/estate-agents/kits/instant-lead-responder

The steps

  1. Portal enquiry (Gmail)
  2. Settings
  3. AI instructions
  4. Prepare enquiry
  5. AI: draft reply (OpenAI)
  6. Check AI output
  7. Log lead (Google Sheets)
  8. Draft for review?
  9. Save draft for review

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