Auto-label potential leads with AI

Auto-label potential leads with AI is a Missive rule template designed for those who are looking to track new incoming leads and potentially use Missive as a lightweight CRM.

When enabled:

• The rule allows you to automatically add a label to any incoming emails from new leads.

Here’s how it works:

• You need to include your inbound sales email address.

• You need to add your existing leads and customers to your contact book.

• You need an OpenAI key.

• You need to select Prompt Result = yes.

• You need a prompt that captures the emails that indicate possible new business.

• You need to create a potential leads label.

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Incoming email rule: Auto-label potential leads with AI

This rule is meant to help you identify and label potential new business, without any additional manual steps or another piece of software.

Add to Missive

There are four conditions and one action to make this rule work:

1

These 4 conditions must match:

Each time an email is sent to your sales@ team, the sender’s email address is not in your contact book, the number of messages in the thread is less than 2, and it matches your prompt

2

The AI prompt template:

You can test and edit as needed, originally designed for a real estate firm:

Analyze the email content and determine whether the sender is a potential real estate seller (e.g., expressing intent to sell a property, asking about listing, valuation, or selling options). If yes, respond only with 'Yes'

As always with AI-powered rules, test a few emails to ensure you’re happy with the accuracy of the results. If not, keep tweaking and making the prompt more specific.

3

Action: Add label(s)

When all conditions match, this rule will automatically add a potential leads label.

Component	Value
Condition 1	To is → {...}
Condition 2	From → Not in contacts
Condition 3	Number of messages in conversation → is lower than 2
Condition 4	Prompt result is → Yes
Action 1	Assign user(s) → {...}