Lead reply intent sorting with ready tasks in Clockify

The scenario reads new lead replies from the sheet, uses AI to detect intent, and creates a Clockify task with a checklist tailored to the request.

  • AI detects each lead's intent
  • Each request type gets its own steps
  • A task with a checklist is created instantly
  • No lead reply slips through
Set it up for yourselfScriptera

How it works

To pass leads from Microsoft Excel 365 to Clockify automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule Trigger
  2. Then: Google Sheets - Read New Replies
  3. Then: Prepare Data for Classification
  4. Then: AI Intent Classification
  5. Then: Extract Intent Result
  6. Check: Switch - Intent Router
  7. If yes: Map Demo Next Steps
  8. Then: ClickUp - Create Task
  9. Check: Loop Over Items
  10. Then: ClickUp - Add Checklist Subtasks
  11. Then: HTTP Request - Add Checklist Item
  12. If no: Map Pricing Next Steps
  13. If no: Map Objection Next Steps
  14. If no: Map Default Next Steps
  15. Then: Structured Output Parser
  16. Then: Azure OpenAI Chat Model
  17. Then: Simple Memory

You can launch this Microsoft Excel 365 + Clockify integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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