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Portfolio Project
AI Lead Automation and Follow-Up Workflow
An AI automation workflow that helps qualify enquiries, summarise requirements and trigger follow-up actions.
Project overview
The project focused on reducing manual admin after a new website enquiry is submitted.
Challenge
The team wanted faster internal summaries, better lead qualification and more consistent follow-up.
Solution
Webcotec designed an automation flow that captured form data, tagged the source, prepared internal context and supported CRM follow-up.
Result
The workflow reduced repetitive handling and helped the team respond to new leads with better context.