RAG & Knowledge Basesfree

Real Time Lead Qualification, Scoring & CRM Integration System Using Jotform

by Jitesh DugarUpdated Aug 2026

Requires

Gmail

Google SheetsOpenAI

1/5

STEPS · 9

Starts on an incoming request

On a Jotform submission, an OpenAI agent scores and qualifies the lead, logs it to Google Sheets, and emails via Gmail.

RAG Support Agent With Pinecone

On a Slack or chat message, a RAG agent retrieves from Pinecone using OpenAI and Anthropic models and replies via Gmail.

On an incoming Gmail or chat message, embeds Slack content into Pinecone and answers queries with OpenAI and Anthropic agents.

On manual run, scrapes web pages, embeds the content with OpenAI into a Qdrant vector store, extracts fields, and logs results to Google Sheets.