The moment it happens
Score inbound leads and create Asana tasks for the good ones
Every new lead is scored, the promising ones become Asana tasks for follow-up, and each lead gets a prompt reply from your Gmail.
- Runs
- The moment it happens
- Apps
- Asana, Gmail
- AI
- Yes, uses the built-in AI allowance
- Access
- Asana write; gmail.send
Send this to your assistant
Create a ClickRuntime automation: give me a trigger link for leads. Score each with AI, create an Asana task for hot leads, and send them a reply from Gmail.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A small consultancy gets leads from its contact form, a webinar sign-up and the occasional partner referral. Some are serious buyers with a budget and a deadline, most are students or vendors. The founder reads them in a batch on Friday, by which point the best lead has already booked a call with a competitor who answered on Tuesday.
Scoring each lead as it arrives and replying straight away means serious buyers hear back within minutes, and the follow-up work for them lands in Asana where the team plans its week.
What you get out of it
Every lead hears back within minutes
Speed of reply is one of the biggest factors in winning a deal. An immediate, polite response keeps the lead warm until a person can follow up.
Time goes to the leads worth it
Only leads that score well become tasks. The team does not spend Friday afternoons sorting through vendor pitches and spam.
Follow-up lives in your project tool
Hot leads appear as Asana tasks with the score and a short summary. They can be assigned, given a due date and tracked like other work.
A reason with every score
Each score comes with a one-line explanation, such as budget mentioned or clear timeline. That makes it easy to check the judgement and adjust the criteria.
Consistent criteria every time
Every lead is judged against the same description of your ideal client. The result does not depend on who reads the form or how busy they are.
How it works
What happens, step by step
When a lead comes in through your trigger link, ClickRuntime receives their details straight away.
AI scores the lead from 1 to 10 against your description of a good client and writes a one-line summary.
Leads that score high become Asana tasks with the score and summary attached.
Every lead gets a reply from your Gmail, so nobody waits for an answer.
Before it runs live
- Connect Asana
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Slack
- Combine it with other Asana and Gmail steps into one automation
Under the hood
The code that runs this automation
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http, ai
PROJECT_ID = "your-asana-project-id"
IDEAL = "B2B companies with 20-500 staff, a clear project and a budget."
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "summary": {"type": "string"}}, "required": ["score", "summary"]}
@on_event
def handle(event):
lead = event.json or {}
try:
r = ai.generate(f"Ideal client: {IDEAL}\nLead: {lead.get('name')} {lead.get('company', '')}\n{str(lead.get('message', ''))[:2000]}",
system="Score this lead 1-10 and summarise in one line.", json_schema=SCHEMA, max_output_tokens=100).json
except ai.AIError:
r = {"score": 5, "summary": "Not scored"}
hot = r["score"] >= 7
if hot:
http.post("https://app.asana.com/api/1.0/tasks", headers={"Authorization": f"Bearer {credentials.secret('ASANA_TOKEN')}"},
json={"data": {"name": f"Follow up: {lead['name']} ({r['score']}/10)", "notes": r["summary"], "projects": [PROJECT_ID]}})
msg = EmailMessage()
msg["To"], msg["Subject"] = lead["email"], "Thanks for getting in touch"
msg.set_content(f"Hi {lead['name']},\n\nThanks for reaching out. " + ("We'd love to talk. Reply with a time that suits you." if hot else "We'll get back to you shortly."))
gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
return {"score": r["score"], "hot": hot}FAQ
Common questions
What decides whether a lead is hot?
Do cold leads get a reply too?
Where do the leads come from?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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