
Case StudiesMarch 6, 20261 min readKhatri Automations
Building Lead Capture & Scoring Agent for My Agency
The Problem
Leads were coming from LinkedIn:
- Connection accepted
- DM replies
- Cold outreach responses
But manually I had to:
- Check messages
- Copy details into Notion
- Decide priority
- Write replies
- Update pipeline stage
That delay costs deals.
The System

Now when someone:
- Accepts my connection
- Replies to my outreach
The automation:
- Captures webhook data
- Normalises lead details
- Checks if the lead already exists in Notion
- Sends data to AI for scoring
- Returns:
- Hot / Warm / Cold
- Reason for score
- Suggested reply
- Creates a Notion lead card
- Sends structured alert in Discord
Everything happens instantly.
What Changed

Before:
- Manual CRM entry
- Guesswork prioritisation
- Slow replies
After:
- Automatic logging
- Clear lead priority
- Faster response time
Speed compounds in sales.
Why This Matters
Most agencies don’t have a lead generation problem.
They have a follow-up system problem.
Automation fixes that.
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