Lead enrichment + draft reply: AI agent prompt
When a new lead arrives, enrich it and draft a reply you send in two clicks.
SalesLead enrichmentintermediateThe prompt
Build me a step-by-step automation plan: when a new form lead arrives, look up their company and role, score fit vs [ICP], add the info to my CRM [tool], and draft a personalized follow-up email for my approval. List each step and the tool to use.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Zapier, Make, n8n + an LLM and review the answer before you use it.
Works with: Zapier, Make, n8n + an LLM, Apollo, Perplexity
Real-world example: 500k.io/journal/autonomous-business-ai-concrete-example
Featured in: ChatGPT prompts for business email, replies and follow-ups · AI agent prompts for Zapier, Make and n8n automations
Before you use it: what to check
Check yourself
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
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