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Case Study Automation / AI Workflows 2026

AI Lead-Intake & Blueprint Automation with Make.com

A fully automated workflow integrating Typeform, GoHighLevel, Airtable, Claude AI, Google Docs and Slack — capturing a 112-field intake, syncing it cleanly across CRM and database, and generating AI-driven business blueprints with enforced internal review.

112
Intake Fields Synced
6
Platforms Integrated
1500+
Word Claude AI Prompt
0
Data Loss
Project Summary

Consulting / Advisory (Confidential) at a glance

A complex, error-prone intake turned into a scalable, AI-assisted workflow with human oversight — accurate data handling, controlled blueprint delivery and clear team visibility.

Client
Consulting / Advisory (Confidential)
Industry
Automation / AI Workflows
Services
Make.com + AI Automation
Status
Completed & Live
Year
2026
01
The Challenge

A 112-Field Intake That Couldn’t Afford to Drop Data

The project involved a Typeform with 112 fields while preventing data loss and keeping lead information perfectly synchronised across GoHighLevel and Airtable.

It also required generating accurate, AI-driven business blueprints from a complex 1500+ word Claude AI prompt — while enforcing strict internal approval and a clear, status-based workflow.

  • 01
    112 Fields, Zero Loss
    A huge Typeform had to flow into the CRM and database without dropping or mismatching a single field.
  • 02
    Cross-Platform Sync
    Lead data had to stay perfectly in sync across GoHighLevel and Airtable without creating duplicates.
  • 03
    Reliable AI Output
    A 1500+ word Claude AI prompt had to produce accurate, usable business blueprints every time.
  • 04
    Controlled Delivery
    Nothing could be delivered without enforced internal approval and a clear status-based process.
02
The Approach

How We Built It

A single Make.com automation that captures the intake, syncs it everywhere, generates the AI blueprint, and gates delivery behind human review.

01
INTAKE

112-Field Typeform Capture

Every Typeform submission is captured and mapped field-by-field into a GoHighLevel contact and a structured Airtable record — engineered so none of the 112 fields are ever lost.

02
SYNC

Clean GHL ↔ Airtable Sync

Lead information stays perfectly synchronised across GoHighLevel and Airtable, with logic that prevents duplicate records and keeps both systems as one source of truth.

03
AI

Claude AI Business Blueprints

A 1500+ word Claude AI prompt generates a customised business ‘prescription’ for each lead, saved as a Google Doc and linked back across the platforms.

04
CONTROL

Status-Driven Delivery & Slack Review

Status-based automation and Slack notifications enforce internal approval before anything is sent — keeping a human in the loop and the whole process visible to the team.

Platform Walkthrough

A Look Inside What We Built

The Make.com scenario behind it — intake and sync, AI blueprint generation, and status-driven delivery.

03
The Results

The Outcome

The automation transformed a complex intake process into a scalable, AI-assisted workflow with human oversight — accurate data handling, controlled blueprint delivery, and improved team visibility.

112
Intake Fields Synced
6
Platforms Integrated
1500 +
Word AI Prompt
0
Data Loss
nothing dropped
Intake Sync
Lossy & manual 112 fields, clean
Blueprints
Manual writing AI-generated
Delivery
Ad-hoc Status-controlled + review
Tech Stack

Technologies
& Tools

One Make.com automation ties it together: Typeform intake, GoHighLevel CRM, Airtable database, Claude AI for blueprint generation, Google Docs for output, and Slack for internal review and notifications.

Make.com Status-Based Logic Typeform GoHighLevel Airtable Claude AI Google Docs Slack Internal Approval
FAQ

Questions about this project

Straight answers to what buyers ask before a project like Consulting / Advisory (Confidential).

A full lead-intake and blueprint workflow: a 112-field Typeform feeds into GoHighLevel and Airtable, Claude AI generates a customised business blueprint saved as a Google Doc, and status-driven automation with Slack notifications enforces internal review before delivery — all orchestrated in Make.com.

Every field is explicitly mapped through the Make.com scenario into a GoHighLevel contact and a structured Airtable record, with the flow engineered and tested so no field is dropped or mismatched — the result is zero data loss across a very large intake.

A carefully engineered 1500+ word Claude AI prompt turns the structured intake into a customised business blueprint for each lead. The output is saved as a Google Doc and linked back across GoHighLevel and Airtable so the team has it in context.

The automation keeps GoHighLevel and Airtable synchronised as a single source of truth, checking for existing records before creating new ones, so leads stay clean and consistent in both systems.

There’s human oversight by design. Status-based automation routes each blueprint for internal approval and posts Slack notifications, so nothing is delivered until a person signs off — AI speed with human control.

Typeform, GoHighLevel, Airtable, Claude AI, Google Docs and Slack — six platforms connected through a single Make.com automation.

Yes. The intake → sync → AI → review → deliver pattern works for any complex form-to-CRM-to-AI workflow; Devvista adapts the field mapping, AI prompt and approval steps to each use case.
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