AI Lead Intelligence
How LeadToSheet automatically scores, summarizes, and enriches every submission with company context.
What it does
Every submission captured by LeadToSheet is run through a single fast AI call before it lands in your Google Sheet. The model produces three pieces of intelligence — a Hot/Warm/Cold score, a one-sentence lead summary, and domain-based company enrichment — and writes them straight into the sheet alongside the submission.
- Lead Score — Hot, Warm, or Cold based on intent, urgency, email type, and message content
- Lead Score Reason — a short telegraphic phrase explaining the score (e.g. "pricing intent + business email")
- Lead Summary — one sentence (≤ 25 words) describing what the lead wants
- Company / Industry / Company Size / Country — inferred from the email domain when it's a business address
Note
AI is included on every paid plan. Free trials get scoring on the first 50 submissions so you can see it working before you commit.
How scoring works
Scores are computed from a combination of signals that we send to the model along with the submission:
- Form field content — what the lead typed in the message and other free-text fields
- UTM source and campaign — how they got to your site
- Email domain — business vs. generic (gmail/outlook/yahoo)
- Page context — page URL and title where the form was submitted
- Urgency keywords — "ASAP", "this week", deadlines, "urgent"
Score meanings
- 🔥 Hot — explicit purchase or demo intent, business email, named company, or clear urgency
- ✨ Warm — real interest but generic email, vague timing, or only partial context
- 🧊 Cold — low signal: generic email + vague text, mismatched UTM, or filler content
Tip
Every score includes a one-line reason so you can see why the model chose it. If you disagree, change the Lead Quality dropdown in your Google Sheet — your override takes precedence everywhere.
Where you'll see it
- Google Sheet — Lead Quality, Lead Score Reason, Lead Summary, Company, Industry, Company Size, and Country columns are added automatically
- Leads inbox — filter by Hot / Warm / Cold, see the AI summary inline, and view all enrichment in the lead detail panel
- Dashboard — "Hot leads this week" and "Warm leads this week" widgets at a glance
- Analytics — score distribution chart shows your lead-quality breakdown over the last 7/30/90 days
- Real-time email alert — the alert subject leads with the score ("🔥 Hot lead from Acme Corp") and the body includes the summary and reason
Privacy and disabling AI
AI processing runs server-side and inputs are not retained after scoring. Outputs are stored on the submission record so you have a permanent audit trail.
Disable for the whole workspace
- 1
Open Settings → AI Intelligence
From any site in your workspace, go to Settings and pick the AI Intelligence tab.
- 2
Toggle workspace AI processing off
All future submissions will skip AI scoring and the AI columns will be left blank in your sheet.
Disable for a specific form
On the same Settings → AI Intelligence page, every form has its own toggle. Use this for sensitive intake forms — medical, HR, legal — where you don't want any field content sent to a model.
Important
Turning AI off for a form does not delete past AI scores or summaries — it only stops new submissions from being processed. To clear historic AI fields, contact support.
Performance and reliability
- Latency — < 1s p95 per submission. Calls run asynchronously after ingestion so they never delay form submission for your visitor.
- Failure mode — fails open. If the AI call errors or times out, the submission still syncs to your sheet with the AI columns left blank.
- Retries — the AI step is best-effort and runs once per submission. The Google Sheet sync continues regardless.
- Audit log — every AI call (and every skip / failure) is recorded in your workspace audit trail.