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Fiverr Pro
English
$
USD
I will automate your ai client intake and routing
Francis Web
About this gig
I will build a custom AI Intake & Routing System using Make.com and Gemini 1.5 Flash. This system acts as your 24/7 digital receptionist, analysing every lead for intent and urgency.
How it works:
- Capture: Connects to your web forms or email.
- Analyse: AI reads the enquiry to determine if its a "New Case," "Urgent," or "General Question."
- Route: Urgent leads trigger instant Slack/SMS alerts; others are synced to your CRM with AI-generated summaries.
Why this system?
- Zero Monthly AI Fees: I use direct API integrations (Gemini) so you avoid expensive £20/mo chatbot subscriptions.
- Smart Triage: Stop wasting time on spam; focus on high-value clients.
- Personalised Drafts: The AI can pre-write your first response based on the clients specific needs.
What you get:
- Custom Make.com workflow setup.
- Integration with HubSpot, Pipedrive, Notion, or Google Sheets.
- Sentiment and urgency detection.
- Approval dashboards (Premium).
Perfect for Law Firms, Medical Clinics, and Real Estate Teams.
Get to know Francis Web
Francis Web
AI Automation Architect, Make and Zapier Expert!
- FromUnited Kingdom
- Member sinceSep 2020
- Avg. response time1 hour
- Last delivery1 year
Languages
English
I help businesses reclaim 20+ hours a week by building autonomous AI systems that think, act, and scale. Specializing in Make.com, Zapier, and n8n, I transform manual "busy work" into self-operating AI Engines.
Services:
- Multi-Step AI Agents
- AI lead enrichment and stealth outreach
- Workflow Audits & Error Fixing
Tech Stack:
Automation: Make, Zapier, Pabbly
AI: GPT-4o/5, Claude 3.5, Gemini, LangChain
Data: Airtable, Pinecone, HubSpot, Sheets
🚀 Let’s automate your growth. Message me for a free workflow audit!
My Portfolio
FAQ
Do I need a paid ChatGPT or AI subscription to run this?
No! One of the biggest benefits of this system is that it uses direct API integrations (like Google Gemini). This means you don't need a £20/month subscription. You only pay for what you actually use, which for most firms results in a monthly cost of nearly £0 or just a few pence.
Is my client data secure when using AI for intake?
Absolutely. Unlike using public chatbots where data might be used for training, I build your system using a private API-direct method. This ensures that your sensitive client information is processed securely and is not stored or used to train public AI models.
Can the AI handle complex or "messy" handwriting and long forms?
Yes. By using Gemini 1.5 Flash, the system has a massive "context window." It can easily read long paragraphs, summarise "messy" descriptions, and even extract key dates or names from long-form text with high accuracy to ensure your CRM is always clean and organised.
How do you prevent the AI from "hallucinating" or making things up?
I use "Grounding & Guardrails" to ensure 100% accuracy. By using RAG, the AI only uses your specific data—no guessing. Plus, I build validation logic: if the AI is unsure, it flags the lead for human review instead of processing it blindly. Your data integrity is my priority.
