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Peak Automations / Template: qualify leads

Every request seen.
The important ones first.

When a form is submitted in Peak Forms, an AI step summarises the request and classifies it by your rule. Peak looks up the contact by e-mail address, creates it only if it does not exist yet, and creates a task for fitting requests. The AI step's result is a suggestion, your team decides.

For which occasion?

Change the sentence. The automation card next to it reacts instantly.

Edit all texts and details ↗Test the automation card directly ↗
Local demo with sample data
Automation card · previewPreview reacts instantly
Peak AutomationsLocal demo with sample data

Example: classify new project requests

When the “Project request” form is submitted and a start date is given, an AI step classifies the request as fitting or not fitting.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailWhen, test details & then
01

Your draft

Make it yours.

More details in the test

Trigger, e-mail and sample data are always included in this demo.

JSON file for your local draft. Not an import into Peak Automations.

01 / Anatomy of the template

Sentence, trigger,
actions.

The card shows with sample data what the automation would do. The test stays local: no contact, no task, no AI call.

01 / The sentenceYour current draft

One sentence
that fits the flow.

Peak Automations · local preview
Example: classify new project requests

When the “Project request” form is submitted and a start date is given, an AI step classifies the request as fitting or not fitting.

Sentence → When → Then

The sentence says in plain words what the automation should do.

02 / The trigger
5test details
01Trigger02E-mail03Sample data04Condition05Timing
03 / The actionsText preview

And then?
A clear next action.

Then: create or update the contact, save the classification as a note, create a sales task for “fitting”.

Test it in the automation card directly above.

02 / Three variants

Same idea.
Different entry point.

Peak Forms, a connected Typeform or a newly created contact: choose the entry point that fits your sales process.

Another example replaces the current demo draft.

  • 01 / Peak FormsSelected

    Request in, classification out.

    A form in Peak Forms is the trigger.

    Form + AI step

    „Example: classify new project requests“

    5 details · Condition + Timing
  • 02 / TypeformSample draft

    From connected forms too.

    Typeform through your workspace's connection.

    Typeform response

    „Example: Typeform requests into sales“

    4 details · Condition
  • 03 / Peak CRMSample draft

    New contact, clear context.

    A new contact in the CRM is the trigger.

    Contact created

    „Example: pre-sort new contacts“

    4 details · Approved by

03 / Move on deliberately

Your rule, your order.

In Peak Automations you describe the rule in one sentence. Peak builds the automation from it, asks when something is unclear and activates it only after a passed test run.

Your sentence, your trigger and your actions as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Does the AI decide on its own?

No. The AI step sorts and explains. The task goes to a person who decides.

Are duplicate contacts created?

No. Peak finds contacts by e-mail address and updates an existing one instead of creating a second.

Does it work with Typeform?

Yes, through your workspace's Typeform connection. Without one, you use Peak Forms.

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