Score partnership leads and route emails into reviewed drafts
At a glance
An Indie Hackers tutorial turns structured partnership intake into scored records and Gmail drafts. This workflow is listed under Sales & Marketing, Office Automation.
- Agents / tools
- AI by Zapier, Jotform, Google Sheets, Gmail
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What they did
1) Connect Jotform, Sheets and Gmail to Zapier Professional or higher. Create an intake form for source, contact email, audience, collaboration, offer and expected return; create sheet columns for those inputs, scores, classification, reason and draft text. 2) Trigger a Zap with Jotform New Submission. Use AI by Zapier's Analyze and Return Data action to score audience fit out of 5, value out of 3 and clarity out of 2, returning structured scores and email fields. 3) Classify totals 8–10 as STRONG FIT, 5–7 as NEEDS INFO and 0–4 as PASS; missing essentials need clarification, while unacceptable types or audience fit 0–2 mean PASS. 4) Save every result to Sheets. Use Paths to create Gmail drafts for strong fits and clarification; for passes, create a reply only for inbound requests. 5) Test all branches, then review drafts before sending.
Worth knowing
Scores cannot verify self-reported audience or budget claims.
