The job by hand
New leads arrive from three forms and a list someone bought, and the first hour of selling is actually data cleaning: duplicates, missing companies, no owner.
The ask
Hello, clean and deduplicate these new sales leads
What comes back
A Google Form lands in the Sales Lead Intake Workspace folder in your Google Drive: Lead, Company, Source, Duplicate status and Owner.
| Lead | Company | Source | Duplicate status | Owner |
|---|---|---|---|---|
| Rachel Kim | Clearline Data | Website form Sep 12 | No duplicate | Assigned: Sam |
| [email protected] | FreightFast | LinkedIn ad Sep 12 | Possible duplicate of Tom Alvarez (CRM #4821) | Held for review |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Form in the Sales Lead Intake Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
Where do the clean leads land?
In a Google Sheet in a Sales Lead Intake Workspace folder, with duplicate status and owner columns filled for review.
Does it assign owners?
It proposes owners by your rules and marks them for review. Your assignment rules, applied consistently.
Does it delete duplicates?
It marks duplicate status and lets you decide. Nothing is deleted without you.
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Questions people ask
What does the Lead Intake Agent actually do?
It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Lead Intake Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Lead Intake Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.