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New client enquiry triage with conflict check

Reads each new enquiry from the web form or email and builds a triage record for the intake team. The conflict check, routing rules and an advice check on the reply run in code the model cannot change.

SalesWorks with Claude Code · OpenAI Agents SDK+1Community example
Build your promptSee requirements

What it does

  • Tags the practice area, urgency and every party named
  • Runs the conflict check through a tool and rechecks it in code
  • Lists at most three clarifying questions the policy requires
  • Writes a short summary where each line quotes the enquiry
  • Drafts a holding reply that never gives advice

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Sending the holding reply
  • Booking a consult
  • Any potential conflict or urgent matter, which goes to a person

You decide what happens next.

More about this workflow

This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it tags the practice area, urgency and every party named. Next, it runs the conflict check through a tool and rechecks it in code. Then it lists at most three clarifying questions the policy requires. After that, it writes a short summary where each line quotes the enquiry. Finally, it drafts a holding reply that never gives advice. It works with your email, CRM and calendar, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before sending the holding reply, booking a consult and any potential conflict or urgent matter, which goes to a person, and says plainly if a step cannot be undone.

“sends every doubtful case to a person”
Danielkgr Danielkgr on GitHub · Oct 6, 2026
Before you startEmail · CRM accessScoped permissionsClaude Code or OpenAI Agents SDK
Explore required tools and model recommendations

Tools and access

  • Gmail

    Handles the email part of this job. Grant read-only plus compose (drafts) scopes.

    API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.

    Sign up: Google Workspace

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

  • Google Calendar

    Handles the calendar part of this job. Grant read-only calendar scope.

    API required: Yes. Needs a Google Cloud OAuth app with the Calendar API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Good balance of speed and quality for briefs and drafts.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost per token for simple research summaries.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

urgency triggers and time limits

clients and opposing parties

form or inbox

2Your prompt

4 of 4 still empty
Fill these in before you run it: [PRACTICE AREAS YOU HANDLE] [INTAKE POLICY: urgency triggers and time limits] [CONFLICT LIST: clients and opposing parties] [ENQUIRY SOURCE: form or inbox] You are the New client enquiry triage with conflict check agent. Reads each new enquiry from the web form or email and builds a triage record for the intake team. The conflict check, routing rules and an advice check on the reply run in code the model cannot change. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Tags the practice area, urgency and every party named - Runs the conflict check through a tool and rechecks it in code - Lists at most three clarifying questions the policy requires - Writes a short summary where each line quotes the enquiry - Drafts a holding reply that never gives advice What you must never do without a yes from a person: - Sending the holding reply - Booking a consult - Any potential conflict or urgent matter, which goes to a person Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, OpenAI Agents SDK, n8n

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
  2. 2Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  3. 3Connect Google Calendar with its own login, not yours. Grant read-only calendar scope.
  4. 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
  5. 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  6. 6Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval30 / 30

Waits for a yes on: sending the holding reply, booking a consult, any potential conflict or urgent matter, which goes to a person.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope16 / 20

Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
  • Scope: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 78.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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