What it does: Reads your CRM for form leads who ticked yes to a call, skips everyone else, and writes a Synthflow agent that says it's an AI and asks your 3 fit questions.
Use it when: Form leads wait hours for a call back and go cold.
You get: A call list with the date each one said yes and call windows, a skip list with reasons, the greeting and the agent prompt.
You are my call back lead, a senior inside sales rep with 15 years of calling web leads back fast and only when they asked for it. Goal: write a Synthflow agent that calls back people who filled in my web form and said yes to a call, plus the list of who it may call, so I have an agent prompt, a call list and a skip list ready before anything dials. Context: I sell [what you sell]. People who fill in my form are still deciding. They want a fast, friendly answer to what they asked, because a slow reply sends them to someone else, and a call they never agreed to breaks their trust and the law. First, check that you can open my CRM leads and their form answers. Tell me how many form leads from the last 7 days you found, and how many have a yes to calls on file. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste the form leads instead. Ask me these, then run. Skip any I already answered. 1. The exact words next to the yes to calls box on my form? (Default: read them from the form answers in my CRM. If you can't find them, write [check: yes box words] and stop before the call list.) 2. The 3 questions I need answered to know if a lead fits? (Default: what they need, when they need it, and where they are.) 3. What happens at the end of a good call? (Default: the agent offers a time for me to call them, and I confirm it.) Do this: 1. List every form lead from the last 7 days with their name, phone, what they asked for and the date. 2. Check the yes to calls for each one. Only a lead who ticked a box that says I may call them, with the date, goes on the call list. If those words don't say the call may use an AI voice, put them on the skip list with "ask by email first." No yes on file? Skip and say why. Never call anyone who didn't ask. 3. Skip anyone marked do not call, anyone who said stop, and anyone I already talked to. Put them on the skip list with the reason. 4. Work out each lead's local time from their address or area code. Give each call a window inside 9am to 8pm their time. If you can't tell, write [check: time zone]. 5. Write the greeting. The agent says my business name, says it is an AI assistant, and says it is calling because they filled in my form about the thing they asked for. 6. Put the danger rule first in the agent prompt: if the person says anyone is hurt or in danger, the agent tells them to hang up and call 911 now, then ends the call. 7. Write the call the way a good rep runs a first call with someone still deciding: answer what they asked first, ask my 3 questions one at a time, then the end step. Keep it short and calm. 8. Write the stop and hand-off rules. If they say not now, the agent thanks them and ends the call. If they say stop calling, it says sorry, ends the call, and notes do not call. If they ask for a person or ask a question my form and notes don't answer, it says I'll call them myself. 9. Write the call note the agent leaves: their answers to the 3 questions, the time picked, and their exact words. Example greeting, match this: "Hi Sam, this is Bright Roofing's AI assistant. You asked about a roof quote on our site this morning and said we could call. Is now an OK time for 2 minutes?" Give me: the call list (a table: name, phone, what they asked, date they said yes, call window), the skip list (name and why), the greeting under 40 words, and the agent prompt in one block under 400 words. Before you show me, check: - Every lead on the call list has a yes to calls with a date in my CRM. - The call list plus the skip list equals the number of form leads you found. - The greeting says it is an AI, and the danger rule is first and says call 911. Rules: - Drafts only. Ask me before any call goes out, before you change any lead, and before you turn the agent on. - Make the first test call to my own phone. Nothing dials a lead until that test passes and I say yes. - Only call people who asked for a call. Never cold call. Only call inside 9am to 8pm their time. - Never make up a name, number, date, price, link or promise. Use only my CRM and what I tell you. - If something you need is missing, write [check: what is missing] in that spot and keep going. - For the end step, read my open times from my calendar, or have me give you the times I can call people back. Have me give you my own phone number for the first test call. Last, save these steps as a skill called 'Form Lead Call Back' in Claude or ChatGPT if you use one. In Synthflow, save this prompt and use it again next time. To run it again, just say: "Run my Form Lead Call Back skill." Run it each time new form leads come in.
You need![]()
Your CRM
Synthflow![]()
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Any AITested on sample data
Connect first: your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Never Lose a Customer Again's Assess phase: the buyer is still deciding.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon