AI Lead Processing & Email Notification System

This template automates the processing of new leads from ERPNext and generates professional email notifications to the appropriate contacts. It uses AI to analyze lead notes, categorize them, and draft a structured system email summarizing the inquiry. Invalid or unrelated leads are automatically filtered out.

🚀 Key Features

• Webhook Trigger: Captures new leads generated in ERPNext.
• AI-Powered Lead Analysis: Extracts customer name, organization, contact info, and request details.
• Contact Matching: Looks up the correct person(s) in the company contact database.
• Automated Email Generation: Drafts a professional notification email (not as the customer, but from the system).
• Invalid Lead Handling: Filters job inquiries or irrelevant requests and labels them as “Invalid Lead.”
• ERPNext Integration: Retrieves complete lead details directly from ERPNext.
• Outlook Integration: Sends formatted HTML notification emails to the right recipients.

🎯 Use Cases

• Automating lead assignment and notifications for sales teams.
• Ensuring no valid customer inquiry is missed.
• Reducing manual work in sorting and routing leads.
• Improving response time and customer engagement.