Tiered AI Sales Scoping Agent: Webhook-Triggered 3-Tier Scope Generation with Claude + OpenAI → HTML Email Delivery

Problem:

Revscale's sales team was manually scoping client projects after intake, reading requirements, determining tier complexity, writing scope documents, and formatting proposals took significant time per lead and produced inconsistent output quality across different team members handling different tier levels.

Solution:

Built a webhook-triggered n8n workflow that receives incoming project submissions, routes them through a Switch node into three tier-specific branches, each tier runs a dedicated Scoping AI Agent combining Claude and OpenAI with Airtable knowledge base access and auto-fixing output parsers to generate tier-appropriate scope proposals; all three tiers converge at an HTML formatter that structures the proposal, which is then delivered as a formatted email via Gmail, with a final OpenAI model handling any cross-tier synthesis.

Result:

Delivered a fully automated sales scoping system that evaluates every incoming project request, routes it to the appropriate complexity tier, generates a structured AI-written scope proposal using both Claude and OpenAI, and delivers a formatted HTML email, reducing scope turnaround from hours to minutes with consistent quality across all three tiers.