Description:
This automation captures submissions from a Tally sales form, uses ChatGPT to determine qualification criteria, and then routes the contact down one of seven paths. Each path generates a custom draft email reply in Gmail and sends a Slack notification to the appropriate team member.
Owner: Alex @ Workingmono
Last Updated: 04/04/2025
1. Overview
This Zap is designed to:
Receive new submissions from granola’s Tally contact sales form. Use ChatGPT to qualify each submission based on multiple-choice questions, company size, and additional submission content. Route leads to one of seven different paths—each path applies specific prompts for ChatGPT to generate a tailored reply. Find the corresponding email address in Gmail, create a draft reply using Granola’s specified templates, and finally send a Slack message to notify Shreman that a new draft is ready for review. This ensures that every lead is categorized and responded to with minimal manual input, improving granola’s response time and personalization.
2. Trigger
App / Event: Tally → New Submission Triggers whenever a new contact sales form submission is received from Tally. 3. High-Level Steps
ChatGPT (OpenAI) – Conversation Analyzes the Tally submission’s content (including multiple-choice questions and company size) to determine how qualified the lead is. The response from ChatGPT indicates which path the lead should take.
Paths – Split into Seven Paths NOT QUALIFIED – Mostly White Label NOT QUALIFIED – Outlook/Trial NOT QUALIFIED – General Request NOT QUALIFIED – Negative Submission Each path uses Zapier’s Path conditions to evaluate the ChatGPT output and proceed accordingly. ChatGPT (OpenAI) – Keyword Path Within each path, ChatGPT receives a specialized prompt to build a suitable email draft. Dynamically inserts the correct content based on the qualification criteria.
Looks up the submitter’s email address in Gmail. Gmail – Create Draft Reply Generates a draft email reply using text specified by granola, plus any ChatGPT-generated content. Slack – Send Direct Message Notifies Shreman (or the relevant contact) in Slack that a new draft is ready for review and sending. *(Each of these steps is repeated—possibly with variations—in the seven different paths.)*
4. Output / Results
A draft email is created in Gmail for each new Tally form submission. A Slack DM is sent to Shreman, alerting them that a new lead has arrived and a draft response is ready. 5. Notes / Considerations
Complex Qualification Logic: The automation evaluates multiple data points (company size, multiple-choice responses, submission text) to decide the correct path. . Each path uses a distinct ChatGPT prompt to format the reply properly (including HTML if needed) and incorporate dynamic keywords. Although the Zap creates a draft, final sending is a manual step performed by Shreman (or another team member) in Gmail to ensure accuracy. Shreman to test output for 1 week, then approve full end to end automation.
2. Auto Reply Qualifying Bot
