Notch
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AI agents for lead qualification, routing, and booking.

Describe your lead workflow in plain language. Notch engages leads, qualifies them, routes them, and books meetings automatically.

From inbound qualification to pipeline recovery workflows.

prompt

Reactivate leads who requested a demo but never booked. WhatsApp first. Email fallback. Book with assigned AE if qualified.

  1. WhatsApp outreach (day 0)

  2. Email fallback (day 3)

  3. Qualification logic

  4. Calendar booking

  5. CRM update

340 leads in scope

70

meetings booked in one day from a WhatsApp workflow

6

live workflows across qualification, recovery, and upsell

5 days

from first conversation to first booked meetings

Lead workflows today vs with Notch

Today

  • Export a list from your CRM
  • Run it through an enrichment tool
  • Manually check LinkedIn for signals
  • Copy-paste into a sequencer
  • Follow up in a spreadsheet
  • Update CRM fields by hand

With Notch

  • Write a plain-text prompt
  • Notch detects signals automatically
  • Leads are enriched in real time
  • Enrolled into sequence instantly
  • CRM updated as events happen
  • You only touch replies

Describe the workflow. Notch runs it.

From prompt to live workflow

01

Connect your stack

Connect the tools you already use.

SalesforceHubSpotGmailSlack
02

Describe the workflow

Tell Notch what you want in plain language.

“When a lead replies: • qualify them • if they match criteria offer booking • book into the assigned AE calendar • move stage to demo booked • update CRM properties from the conversation ”
03

Notch runs it

Leads are automatically engaged, qualified, routed, and booked. CRM stays updated without manual workflows.

EngagedQualifiedRoutedBooked

Example

Example workflow

Pipeline recovery

Prompt

notch run

Reactivate leads who requested a demo but never booked. WhatsApp first. Email fallback. Book with AE if qualified.

Workflow — 5 steps

1WhatsApp day 00s
2Email day 31.2s
3WhatsApp follow-up day 71.4s
4Qualification logic1.6s
5HubSpot update1.8s

Live activity

Why Notch

Replace brittle GTM workflows

Today teams stitch together tools like HubSpot workflows, Calendly, Zapier, and nurture tools.

Notch replaces this stack with AI workflows you describe in plain language.

Handles complex logic

  • Qualification rules
  • Routing criteria
  • Exceptions
  • Escalations

Works across systems

  • CRM updates
  • Calendar booking
  • Messaging channels
  • Lead enrichment

Improves with feedback

  • Refine the workflow in plain language as you learn.
  • No rebuilding automation trees.

Use cases

Start with one revenue workflow

Qualify inbound leads
Recover stale pipeline
Book demos on WhatsApp
Route leads by territory
Follow up after events
Upsell existing customers

The AI layer for revenue workflows

Notch starts with lead qualification and booking, then becomes the system that runs your revenue workflows across your GTM stack.

What lead workflow would you automate first?

First live workflow in days, not months.