AI Client Intake System
Your intake form just got a brain
GPT-powered intake form that classifies leads, generates summaries, and populates CRM automatically.
The Problem
A consulting firm was receiving client intake forms but spending 30 minutes per submission manually reading, categorizing, and entering data into their Airtable CRM - with no consistency.
What We Built
We built an n8n pipeline that: (1) receives form submissions via webhook, (2) sends the response to GPT-4 with a classification prompt, (3) GPT returns a structured JSON with lead category, priority score, and a 3-line summary, (4) n8n creates a new Airtable record with all fields pre-filled, (5) sends a Slack alert to the right team based on category.
How It Works
Receive
Form submission triggers the n8n workflow
Analyze
GPT-4 classifies and summarizes the submission
Populate
Airtable record created, team notified instantly
Results
30 min → 8 seconds
per intake submission
95% accuracy
classification accuracy confirmed by the team
Consistent CRM data
no more missing fields
Team focused
on clients, not data entry