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Automation + assistantLead from form to Table

Capturing leads from a form automatically with AI

Every enquiry through your form lands in a table and you get a notification by mail.

Lead from form to Table is automation with an AI agent alongside in Altramano for sales: every enquiry through your form lands in a table and you get a notification by mail.

It works with Microsoft Outlook.

Automation with an AI agent alongside · department Sales

What it does

A web form with a name, an email address and a question. Every submission arrives as a new row in the "Leads" table and you get a mail with the details straight away. The "Lead qualification" assistant then helps you judge how warm the lead is and what a good first reply would be.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does capturing leads from a form automatically work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

A web form with a name, an email address and a question. Every submission arrives as a new row in the "Leads" table and you get a mail with the details straight away. The "Lead qualification" assistant then helps you judge how warm the lead is and what a good first reply would be.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations, fill in the settings and give the AI agent its sources.
  3. Test with an example and say yes before the automation goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Lead from form to Table?

Microsoft Outlook and a Altramano environment.

Which department is Lead from form to Table for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Why a pair?

The automation makes sure the work arrives on time; the AI agent then helps you with the content. Together they cover the whole task.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default.

More for sales

SjabloonSoortWhat it does
Quote approved → kick-off and invoicingautomationAs soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.
Quote writerAI agentAn assistant that turns a few notes into a tidy quote text in your own style.
Follow-up sequence after a quoteautomationThree days after a quote, a friendly follow-up mail, always for approval first.
All 11 templates for sales

Templates are updated in your Altramano environment.

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