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Lead Intelligence · Growth

AI agent that builds a mini research dossier for each lead

For every new lead, an AI agent drafts a short research dossier (likely needs, talking points, objections), stores it in Notion, and links it to the rep in Slack.

Fluent FormsFluent Forms AI AgentAI Agent NotionNotion SlackSlack FluentCRMFluentCRM
~8 min setup used by 3.3k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Fluent Forms → AI Agent → Notion
5 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (Notion, Slack) to complete the task. Connect an AI provider on import.
Notion
TOOL
Notion · Create Page
A tool the AI agent can call — Notion — creates a Page inside a parent page. The agent uses it only when the task needs it; connect your Notion account on import.
Slack
TOOL
Slack · Send Channel Message
A tool the AI agent can call — Slack — post or Schedule a new message to a specific #channel. The agent uses it only when the task needs it; connect your Slack account on import.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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