The Vino Vault

17. Send yourself a clean alert when a lead comes in

A simple automation recipe for form fills, DMs, email captures, or bookings.

Steal this

This is the beginner version of a business nervous system: the right person knows a lead arrived and what to do next.

Design a simple lead alert automation for me.

Lead source:
[form, DM, checkout, booking, email capture, or other source]

Where I want the alert:
[email, text, Slack, Telegram, Notion, spreadsheet, or CRM]

What I need in the alert:
- Name:
- Email:
- Phone:
- What they asked for:
- Source:
- Urgency:
- Next step:

Build the plan with:
1. Trigger.
2. Filter, if any.
3. Alert message format.
4. Where the lead should be saved.
5. Follow-up deadline.
6. Test record to use.
7. What should happen if the alert fails.

Related

Keep the rep going.