Case Study
AI Website Integration Audit
A prospect fills a form; minutes later, sales has an AI-written technical audit of their site ready to send
Project Overview
Built for a booking-software company whose sales team needed to assess how each prospect had embedded their booking widget. The tool turns a simple form submission into a full technical audit: it screenshots the prospect's live site, has Claude analyse the integration from the images and page source, enriches the lead in the CRM, and drafts a personalised email — all before a salesperson has even opened the lead.
The Challenge
Problem: Auditing each prospect's site by hand — opening it, checking the widget, noting issues, writing a tailored email, logging it in the CRM — took ~25 minutes per lead and didn't scale. Slow, inconsistent responses cost conversions.
How it works
A form submission kicks off capture, AI analysis, CRM enrichment, and a ready-to-send draft — no manual review of the site required.
Technical Implementation
Multimodal Analysis with Claude
Desktop and mobile screenshots plus the page source are passed to Claude, which identifies how the booking widget is embedded (iframe, inline, popup, floating, standalone) and flags load or placement issues a human would otherwise check by hand.
Headless Capture Pipeline
A Browserless headless browser renders the prospect's live site at two viewports and extracts the raw HTML, giving the model both what the page looks like and how it is built.
Automatic CRM Enrichment
Extracted company details are matched to (or created in) Intercom as a company and lead, and the full audit is logged to Google Sheets — so sales has a complete, structured record before they reply.
Personalised Outreach Draft
Findings are turned into a tailored audit email saved as a Gmail draft, so the sales team sends a relevant, technical-sounding response within minutes of the prospect's submission.
Key Features
- Prospect submits a short form (Tally)
- System screenshots their live site on desktop and mobile
- Extracts the page source for technical analysis
- Claude audits how the booking widget is integrated
- Creates / enriches the company and lead in Intercom
- Logs the full audit to Google Sheets
- Drafts a personalised audit email for sales to send
Interested in similar automation?
Let's discuss how I can help automate your marketing workflows and analytics reporting.
Impact
Technologies Used
Business Value
- Sales responds in minutes, not days
- Every prospect gets a consistent technical audit
- Richer, structured lead data in the CRM
- Higher conversion through genuine personalisation