Inbound emails are long and the parts that decide a score are scattered: headcount in the first paragraph, a deadline in the third, the actual decision maker hiding in the signature. Claude Code reads thoroughly before committing to anything, which is what you want from something writing a verdict a rep will repeat on a call. The run is also a chain, score then search HubSpot then write the note then decide whether Slack hears about it, and chains are where it is reliable.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Rolling out to 40 field technicians before Q4
Hi, I run operations at Zenit Logistyka, cold chain distribution across Poland and Czechia with 220 staff. Our current dispatch tool cannot handle offline job updates and our 40 field technicians lose close to an hour a day because of it. Budget is signed off for this year and we want to be live before the Q4 peak, so we need to start onboarding by 15 September. Could you send pricing for 40 users, and can you do a two week pilot first? I make the call on this, though our IT lead will want a security review before we sign.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Gmail
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect HubSpot
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Qualification criteria
What makes a lead worth your team's time - the industries, company sizes, roles, budget or timing signals you want, and the things that rule someone out. The agent scores every email against this and nothing else.
Team notes
What your reps want in a lead summary - the details they check first, the context that helps them open a call, and how blunt the verdict should be. This shapes both the HubSpot note and the Slack alert.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
The template demands the exact lines that decided the verdict, not a number on its own. A harness that works through the entire email, signature and quoted thread included, is what makes that citation worth trusting.
Search HubSpot first, create only when the search comes back empty. Careful sequencing before acting is precisely the habit that stops your CRM growing a second record for the same buyer.
It is one short run per email, so cost follows volume rather than headcount, though a thorough harness does read more of each message than a terse one. The two levers that matter are pointing the Gmail trigger at a filtered label so newsletters and receipts never start a run, and the fact that unqualified mail stops at the HubSpot note. Tokens bill to your own Anthropic key while NoClick bills the sandbox minutes.
Free to start. Guided setup, a test run against staged conversations, and it's live.