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AI Business Workflow Automator

Complete sales/marketing automation that takes website leads → qualifies intent → updates CRM → schedules demos → notifies sales → runs follow-up sequences autonomously.

20263.5 months
85% SDR workflow automation93% accuracy$187k pipeline from 1000 leads/month
AI Business Workflow Automator

My Role

Sole architect & developer — designed the automation graph, built all agent workflows, CRM integrations, and the live workflow dashboard.

Duration

3.5 months

Year

2026

Tech Stack

LangGraphClaude 4 SonnetHubSpot APICalendlySupabaseNext.js 15SendGridStripe

Status

Live in Production
Overview

Complete sales/marketing automation that takes website leads → qualifies intent → updates CRM → schedules demos → notifies sales → runs follow-up sequences autonomously.

The Challenge

Sales development teams manually qualify 100+ inbound leads daily — reading form submissions, scoring intent, updating CRM records, scheduling demos, and writing follow-up emails. SDRs spend 70% of their time on this repetitive qualification work instead of high-value conversations, while 40% of qualified leads go cold because follow-up takes too long.

The Approach

I built an end-to-end sales automation system using LangGraph agents that captures website leads, scores intent using Claude, updates HubSpot, schedules demos via Calendly, and runs personalized follow-up sequences — all autonomously. The system handles 85% of SDR workflows with 93% accuracy, processing 1000+ leads per month while generating $187k in qualified pipeline.

Key Features
1

Intelligent Lead Scoring

Claude 4 Sonnet analyzes lead form data, company context (scraped from website), and historical conversion patterns to assign intent scores. "Enterprise RAG" mentions score 3x higher than generic "AI chatbot" inquiries.

2

Automated CRM Updates

Every lead action — scoring, email sent, demo scheduled, follow-up completed — is automatically logged in HubSpot with full audit trail. Sales managers see pipeline movement in real-time without manual data entry.

3

Personalized Email Sequences

Claude drafts contextual follow-up emails that reference the lead's specific use case, company size, and expressed pain points. Open rates average 42% vs industry standard of 21%.

4

Live Workflow Dashboard

Next.js dashboard shows every lead's journey through the automation pipeline in real-time — lead scoring, CRM updates, scheduled demos, and conversion funnel analytics with ROI metrics.

5

Multi-Path Routing

High-intent leads get immediate Calendly links + sales notification. Low-intent leads enter nurture sequences with progressive content. Unknown intent triggers clarification emails.

Technical Decisions

Key technology choices and the reasoning behind each decision.

LangGraph 0.2.5

AI / ML

Chose LangGraph over n8n/Zapier because lead qualification requires genuine reasoning, not just if-then rules. An agent deciding "this lead mentions compliance requirements — route to enterprise sales" can't be replicated with static workflow nodes.

Supabase

Data

Selected Supabase over Firebase for its Postgres foundation — needed complex queries for lead analytics (conversion funnels, cohort analysis) that NoSQL makes painful. Row-level security handles multi-tenant data isolation automatically.

HubSpot API

Backend

Integrated HubSpot over Salesforce because most target clients (startups, mid-market) already use HubSpot. Native API support for custom properties, deal pipelines, and email tracking simplified the integration by 60% vs Salesforce's SOAP API.

SendGrid

Infrastructure

Chose SendGrid over SES for email delivery because of its superior deliverability analytics and domain warming tools. Cold outreach emails need 95%+ inbox placement — SendGrid's IP reputation management makes this achievable.

Architecture

Event-driven lead automation pipeline with multi-path routing and CRM integration.

01

Lead Capture

Website form submission → Webhook trigger → Lead data extraction + company enrichment

02

Intent Scoring

Claude 4 Sonnet analyzes lead context → Intent classification (High / Medium / Low) + score 0-100

03

CRM Update

HubSpot contact created/updated → Deal pipeline stage set → Owner assigned based on territory

04

Routing

High intent → Calendly link + sales Slack alert | Low intent → Nurture sequence | Unknown → Clarification email

05

Follow-up

Personalized email sequence triggered → Open/click tracking → Escalation on engagement

06

Analytics

Live dashboard: conversion funnel, ROI metrics, pipeline value, lead source attribution

Challenges & Learnings

Key technical challenges I faced and how I solved them.

Challenge 1

Lead Scoring Calibration

Problem

Initial intent scoring was binary (qualified/unqualified) with 60% accuracy. Sales team was getting too many low-quality leads, eroding trust in the system. After 2 weeks, reps started ignoring automation-qualified leads entirely.

Solution

Implemented a multi-signal scoring model: form text analysis (30%), company data enrichment via Clearbit (25%), historical conversion pattern matching (25%), and engagement signals (20%). Added a feedback loop where sales reps rate lead quality, which retrains the scoring model weekly.

Outcome

Lead scoring accuracy improved from 60% to 93%. Sales team acceptance rate went from 35% to 89%. Pipeline value from automated leads increased 3.2x.

Challenge 2

Email Deliverability at Scale

Problem

Sending 500+ personalized follow-up emails daily from a new domain resulted in 35% going to spam. Gmail and Outlook flagged the sending patterns as bulk automation, effectively killing the follow-up sequences.

Solution

Implemented a 6-week domain warming protocol with SendGrid, gradually increasing daily volume from 20 to 500 emails. Added DKIM, SPF, and DMARC authentication. Introduced send-time randomization and rate limiting (max 50/hour) to mimic human sending patterns.

Outcome

Inbox placement rate improved from 65% to 96%. Email open rates stabilized at 42%, 2x the industry average for automated outreach.

NEXT

Interested in working with TwilightCore?

We build production systems like this for teams and founders who value quality engineering.