Watcher automation template

New leads we already know

"When a new lead arrives, check their related email threads and tell me whether we already know them."

The fastest intake win is recognizing the person who already tried to reach you once. The intake tool sees a stranger; your inbox knows the history. Only something reading both can greet a returning contact like a returning contact.

Reads:Clio GrowGmailReads your intake inbox and your connected inbox together.
Your Inbox · new insight

New lead: Dana Reed, via the website form, asking about a custody case. You already know her: she emailed the office twice in March about the same matter and never got a follow-up.

Evidence:CITED, ALWAYS
UNDER THE HOOD

What it actually watches

The Clio Grow lead inbox, checked every 15 minutes while this automation is on. Each new lead is cross-checked against the email history the brain already knows: a returning contact, an earlier inquiry, a referral thread.

MAKE IT YOURS

A template is a starting sentence

Edit the wording in the builder, or just tell Binee in chat. Two ways businesses bend this one:

"Just tell me the moment any new lead arrives, with what they asked for."
"Route new leads to the intake channel with their message attached."

Businesses running this usually add

Put "New leads we already know" on watch tonight

Connect your tools, turn the template on, and edit the sentence until it sounds like your business. Free plan included.