AITeamGuide

AITeamGuide Hub · Playbook

Reply to new web leads in five minutes

When a form lead arrives, research the company, draft a personal reply and log it in the CRM; a person reviews before anything is sent.

PlaybookBy AITeamGuideSales

Key facts

Type
Playbook
Jobs it fits
Find leads and book sales meetings; Reply to new leads
Fields
Sales
Works with
Claude Code, Self-hosted, Any MCP client
Author
@aiteamguide
Added to the Hub
October 21, 2026

Written by AITeamGuide from the tools' own docs. We haven't run it end to end in production; test with your own data first.

The recipe

  1. 1. Catch the lead

    An n8n workflow watches your website form or inbox and starts the run.

    n8n

  2. 2. Research the company

    Exa MCP or Firecrawl MCP pulls the company site and recent news into a short brief.

    Exa MCP Firecrawl MCP

  3. 3. Draft the reply

    The sales plugin from Anthropic's Knowledge Work Plugins drafts a reply and call-prep notes from the brief.

    Knowledge Work Plugins

  4. 4. Log and approve

    Create the lead in Twenty CRM with the draft attached; a salesperson approves and sends it.

    Twenty CRM

Install / Use it

By AITeamGuide · free to copy

Download playbook (.md)

Prefer a ready-made product?

Commercial agents for the same job, with real prices: AiSDR, 11x (Alice), Regie.ai (RegieGO), Qualified (Piper), all sales & sdr agents.

More from the Hub

Summary written by AITeamGuide in our own words. GitHub numbers come from the public GitHub API and refresh daily. Maintainer and want a correction or removal? Tell us. Got something similar? Submit it to the Hub.