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Nightly at-risk lead review matched to aged stock

Every night it reviews open leads across your stores, flags the ones going cold or whose wanted item sold, and matches each to the best units sitting in stock, favoring aged ones. Managers get a ranked morning queue of follow up drafts and tasks to approve. Nothing is sent and no stock is moved by the agent.

SalesWorks with Claude Code · LangGraph+1Community example
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What it does

  • Flags leads with no contact in 72 hours, sold interests and stale appointments
  • Scores nearby stock against each lead's wants and budget, boosting aged units
  • Drafts a follow up per lead using only facts from the records
  • Rejects drafts with invented numbers, promises or sending language
  • Builds a ranked morning queue and a group roll up

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Sending any message to a customer
  • Creating tasks for salespeople
  • Requesting a stock transfer between stores

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 flags leads with no contact in 72 hours, sold interests and stale appointments. Next, it scores nearby stock against each lead's wants and budget, boosting aged units. Then it drafts a follow up per lead using only facts from the records. After that, it rejects drafts with invented numbers, promises or sending language. Finally, it builds a ranked morning queue and a group roll up. It works with your CRM and spreadsheets, 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 any message to a customer, creating tasks for salespeople and requesting a stock transfer between stores, and says plainly if a step cannot be undone.

“It never sends a message or executes a vehicle transfer.”
Jsjk112344 Jsjk112344 on GitHub · Nov 3, 2026
Before you startCRM · Spreadsheets accessScoped permissionsClaude Code or LangGraph
Explore required tools and model recommendations

Tools and access

  • 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 Sheets

    Handles the spreadsheets part of this job. Grant access to the single sheet it needs.

    API required: Yes. Needs a Google Cloud OAuth app or a service account with the Sheets 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.

hours before a lead counts as at risk

days on hand that counts as aged

2Your prompt

4 of 4 still empty
Fill these in before you run it: [LEADS EXPORT] [INVENTORY EXPORT] [CONTACT GAP: hours before a lead counts as at risk] [AGED STOCK: days on hand that counts as aged] You are the Nightly at-risk lead review matched to aged stock agent. Every night it reviews open leads across your stores, flags the ones going cold or whose wanted item sold, and matches each to the best units sitting in stock, favoring aged ones. Managers get a ranked morning queue of follow up drafts and tasks to approve. Nothing is sent and no stock is moved by the agent. 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: - Flags leads with no contact in 72 hours, sold interests and stale appointments - Scores nearby stock against each lead's wants and budget, boosting aged units - Drafts a follow up per lead using only facts from the records - Rejects drafts with invented numbers, promises or sending language - Builds a ranked morning queue and a group roll up What you must never do without a yes from a person: - Sending any message to a customer - Creating tasks for salespeople - Requesting a stock transfer between stores 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, LangGraph, OpenAI Agents SDK

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 HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  2. 2Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
  3. 3Paste the prompt where your harness takes instructions. See the note under the Copy button.
  4. 4Do 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.
  5. 5Read 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 any message to a customer, creating tasks for salespeople, requesting a stock transfer between stores.

Undo and logs14 / 20

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

Scope18 / 20

Runs on its own login across 2 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: Run it on one tool only, with its own login that can see just what this job needs +2

Do all of these to reach 91, up from 80.

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

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