// Short answer
The problem
Inbound leads go cold fast, and prepping for each one — who are they, what does their company do, what happened recently — is 15–20 minutes of manual research per lead that rarely gets done well under time pressure. The goal was to make that prep happen automatically, every time, before the conversation.
What it does
- Fires on every Calendly booking and every Upwork proposal reply.
- Enriches the person and company with Apollo, then web-searches for recent, relevant context.
- Reads the lead's own site and (for Upwork) the hirer page.
- Posts a structured prep brief to a Slack channel.
- Creates a task due before the call so nothing slips.
Why it's an agent, not a pipeline
The model runs a tool-use loop: it picks which tools to call, in what order, and decides when it has enough to write the brief. A thin lead with no company gets a different sequence than a well-known founder. If you removed the model, the steps wouldn't run themselves in a fixed order — which is exactly the distinction we hold every "agent" build to.
The stack
A FastAPI service deployed on Vercel exposes two secured endpoints (Calendly and Upwork). The core is an Anthropic tool-use loop with an iteration cap; tools cover Apollo, web fetch/scrape/search, LinkedIn, the Upwork hirer page, Slack, and ClickUp. The same agent has two engines — one billed to API credits for production, one on the Claude Agent SDK for local demos — so the logic is identical whether it's running live or being walked through.
Frequently asked questions
- What does the Inbound Enricher do?
- It fires on every inbound Calendly booking and every Upwork proposal reply, researches the person and their company, posts a ready-to-read prep brief to Slack, and creates a task due before the call — so you never walk into a conversation cold or do manual research again.
- Is it an agent or just a pipeline?
- An agent. Claude (Sonnet 4.6) decides which tools to call, when it has enough information, and when to stop — different inputs produce different tool-call sequences. That's the litmus test: if the same steps always ran in the same order, it would be a pipeline.
- What does it integrate with?
- Apollo for person and company data, web fetch/scrape/search for recent context, the lead's own site and Upwork hirer page, then Slack for the brief and ClickUp for the task. It connects to anything with an API.
- Where does it run?
- It's deployed on Vercel as a small FastAPI service with two endpoints — one for Calendly, one for Upwork — secured with a shared secret. It runs unattended.
Want an agent that preps every lead for you?
Book a 30-minute intro call. We'll scope the version that fits your inbound — zero pitch, no cost.
// Keep reading