Outlook Lead Qualification Agent with Codex

Qualifying is scoring plus bookkeeping, and the bookkeeping half is a HubSpot search, a conditional create, and a note attached to whichever record won. Codex is strong at that kind of API work and quick on the scoring, which is a concrete comparison against criteria you wrote. Supplier pitches and recruiter mail get named and dropped without touching either system.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

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.

Field service licences for 11 sites before the February shutdown

Camila Riosc.rios@cobreandina.cl

Hello, I run maintenance planning at Cobre Andina, we service copper processing plants across northern Chile with roughly 900 staff over 11 sites. Our technicians still close work orders on paper and we lose about two days a month typing them back in. Budget for this year is approved and we want to be running before the February shutdown, so onboarding would have to start in the first week of December. Could you send pricing for 60 technician licences, and confirm whether you integrate with Dynamics 365 Finance, since that is where our asset register lives? I sign for this, although our IT security team reviews every cloud vendor before we commit.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Outlook

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect HubSpot

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Connect Microsoft Teams

    One sign-in. The agent acts through your account, scoped to what this template uses.

  4. Qualification criteria

    Who is worth a rep's time - the industries, company sizes, roles, and budget or timing signals you want, plus what rules someone out on the spot. This is the only yardstick the agent scores against.

  5. Team notes

    What your reps want to read before they dial, and how blunt the verdict should be about a weak lead. It shapes both the HubSpot note and the Teams post.

  6. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  7. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

CRM writes done properly

Search first, create only on no match, attach the note to the right record. Precise record handling is what keeps a CRM worth searching a year from now.

Filed before Monday standup

Mail arriving over the weekend is scored and attached to a contact before anyone opens the mailbox. Nobody starts the week triaging three days of backlog.

Good to know

Before you fork

Can it email a prospect by accident?

There is no reply tool wired to this agent at all, so contacting a sender is not available to any harness from here, and the instructions tell it not to work around that. Its three outputs are a HubSpot contact, a HubSpot note, and a Teams message for the leads that passed. Everything else stops at the note.

Other editions

Run it with a different agent

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Make it yours

Put Outlook Lead Qualification Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.