The Funnel Intake System 6 automations · 1 pipeline
Everything that happens between "we won a funnel build" and "the team is working on it" — one connected system, broken into six walkthroughs.
How the whole thing fits together
A team member generates a link. The client fills the form. From there it runs itself — the brief lands in Airtable, the tasks get built, the brief document gets written, and the right people get pinged as the funnel moves. Two tracks (full and express) feed the same back half.
Step 1 · AirtableKickoff FormGenerates the URL
url
Step 2 · ReplitReplit FormsClient fills it in
submits
calls
Triggers · MakeSub-scenariosBuilds the tasks
+ doc
Triggers · MakeDeliveryBrief document
later
Downstream · MakeNotificationsSlack fan-out
next
PendingOnboarding autosNot filmed yet
Reading this map: solid boxes are documented — click any one for its full walkthrough. The dashed box at the end is real and running, but its breakdown isn't recorded yet. The two Step-3 boxes are twins: the full brief and the shorter express version both feed the same back half.
The six walkthroughs
Start with the Kickoff Form and follow the arrows. Each page has its own video, a plain-English summary, an under-the-hood breakdown, and a clear "what you can safely change".
Unit 01 · Airtable
Kickoff Form
The generator that builds the right client link.
Unit 02 · Replit
Replit Forms
The two forms the client actually fills in.
Unit 03 · Make
New Funnel Brief » Push to Airtable
Files a full brief and sets up the funnel.
Unit 04 · Make
Express Funnel » Push to Airtable
The shorter, one-page version of Unit 3.
Unit 05 · Make
Sub-scenarios & Brief Template
Builds the task list and the brief document.
Unit 06 · Make
Internal Notifications
Pings the right person as the funnel moves.