Sample Automation Build

Lead Routing & Intake System

A lead intake and routing setup designed to capture new inquiries, tag them automatically, assign the right owner, and push them into a visible backend workflow.

Role

Systems Designer

Timeline

5 Days

Four steps from problem to system.

Audit existing intake

Mapped how leads were arriving, what happened to them, and where they were getting lost or delayed.

Design the routing logic

Defined trigger conditions, tag categories, assignment rules, and which owner receives which lead type.

Build & connect

Set up the form, sheet, and Make scenario to route each submission automatically with correct tags and notifications.

Test & document

Tested with representative leads across all paths, verified error handling, and documented the flow for the operator.

Context

What this was built to solve.

Leads were arriving through multiple channels — forms, DMs, and email — with no consistent tracking system. Inquiries were being missed, response times were unpredictable, and there was no visibility into what had been handled or who was responsible.

Outcome

Cleaner routing, faster response times, and better visibility across support operations.

Sample Build disclosure: This is a structured demonstration built to show a Rue Solutions capability. The workflow, tools, and metrics are representative of real operational scenarios. This is not a real client engagement. No client names, real business data, or commercial outcomes are claimed.

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