Agents · For sales
Lead Triage & Follow-up
New lead in → enriched, scored, routed — with the first reply drafted for your approval.
Triage feeds the pipeline: routed leads arrive in the right column with the follow-up drafted.
Trigger
A record is created — from a form submission, an import, or the API.
MCP tools it uses
Reads
- The inbound lead record: source, company, message
- Your accounts database, to catch existing relationships
- Your routing rules — owners by territory or specialty, stored as data
Writes
- Score, segment and owner onto the lead record
- A relation to the matching account, if one exists
- A drafted first reply as a comment, waiting for approval
Human checkpoints
- The first reply is always approved by a human before it goes out
- Disqualification is proposed with a reason, never silent
The loop, step by step
A lead lands
The form submission becomes a structured record, and record-created fires the agent.
It enriches and scores
It cross-references your accounts, fills the missing fields it can justify, and scores against the criteria you keep as workspace data.
It routes
The right owner is assigned by your rules; the lead appears in their queue view immediately.
It drafts the follow-up
A first reply tailored to the source and segment waits as a comment. You approve; it moves to “Contacted”.
Runs on the AI you already have
This loop runs today with your own Claude or ChatGPT connected over MCP — you drive it assistively, or wire the trigger with an automation. StoryOS never meters or marks up your own AI, on any plan. No AI subscription? The optional StoryOS AI add-on covers you at near-cost credits.
Templates this agent works well with
More agentic workflows
Content Pipeline Autopilot
Idea → research → brief → draft → SEO → review. The agent moves records through the board and drafts as it goes; you approve each gate.
Client Status Roll-ups
Every morning, the agent rolls up open tasks and at-risk deliverables per client and drafts the update for you to send.
Standup Digest
What moved, what’s blocked, what’s due — posted to a feed before your team logs on.
Run Lead Triage & Follow-up on your data.
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