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Potential Client Discovery with Make

Marc Cornelius · September 10, 2025 · 3 min read

Potential Client Discovery with Make

What if you knew everything about a new client before the first call? No last-minute Googling. No digging through their website. Just a clean, instant summary.

That's exactly what I built with Make.

How it works

Now, every time a new client reaches out, I get a background profile automatically:

The automation flow

  1. Mailhook grabs incoming emails from potential clients
  2. HTTP Request scans their website for background info
  3. Text Parsing cleans it up for analysis
  4. OpenAI Module summarizes key insights
  5. Notion Integration stores it for quick access

The result

No more manual research. No more wasted time. Just instant client intelligence.

And the best part? It took me minutes to set up.

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