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SETUP-LEADS.md

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PlausibleBA Lead Capture — Setup Guide

Step 1: Enable Vercel KV (2 minutes)

  1. Go to https://vercel.com/terryroach/website
  2. Click Storage in the left sidebar
  3. Click Create Database → choose KV
  4. Name: plausibleba-leads
  5. Region: pick closest (e.g., US East / SFO)
  6. Plan: Hobby (free) — 30K requests/month
  7. Click Create → then Connect to Project → select website
  8. This auto-adds KV_REST_API_URL and KV_REST_API_TOKEN to your env vars

Step 2: Add LEADS_API_KEY env var

  1. Go to https://vercel.com/terryroach/website/settings/environment-variables
  2. Click Add Environment Variable
  3. Name: LEADS_API_KEY
  4. Value: (pick something random, e.g. pba-leads-2026-xyz123)
  5. Environment: All Environments
  6. Save

Step 3: Create Google Sheet + Apps Script webhook

3a. Create the sheet

  1. Go to https://sheets.google.com → Create new spreadsheet
  2. Name it: PlausibleBA Leads
  3. In Row 1, add these headers: Timestamp | First Name | Last Name | Email | Generation # | Source

3b. Add the Apps Script

  1. In the sheet, go to Extensions → Apps Script
  2. Delete any existing code in Code.gs
  3. Paste this:
function doPost(e) {
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
  var data = JSON.parse(e.postData.contents);

  sheet.appendRow([
    data.timestamp || new Date().toISOString(),
    data.firstName || '',
    data.lastName || '',
    data.email || '',
    data.generation || '',
    data.source || 'canvas'
  ]);

  return ContentService
    .createTextOutput(JSON.stringify({ status: 'ok' }))
    .setMimeType(ContentService.MimeType.JSON);
}
  1. Click Deploy → New deployment
  2. Type: Web app
  3. Execute as: Me
  4. Who has access: Anyone
  5. Click Deploy
  6. Copy the web app URL (looks like https://script.google.com/macros/s/AKfyc.../exec)

3c. Add the webhook URL to Vercel

  1. Go to https://vercel.com/terryroach/website/settings/environment-variables
  2. Add: GSHEET_WEBHOOK_URL = (paste the Apps Script URL from above)
  3. Save

Step 4: Redeploy

Push the updated generate.ts and new leads.ts to the main branch. The redeploy will pick up the new env vars automatically.

Step 5: Verify

  1. Go to https://www.plausibleba.com/canvas and do a test generation
  2. Check the Google Sheet — a new row should appear
  3. Check https://www.plausibleba.com/api/leads?key=YOUR_LEADS_API_KEY — should show the test lead in JSON

What you get

  • Vercel KV: Reliable rate limiting (3 gens per email, survives cold starts)
    • a sorted index of all users for the /api/leads endpoint
  • Google Sheet: Human-friendly lead list, updated in real-time, viewable from your phone
  • /api/leads?key=...: JSON endpoint you can hit from anywhere to see all leads, sorted by most recent

Environment variables summary

Variable Purpose
ANTHROPIC_API_KEY Claude API key (already set)
KV_REST_API_URL Vercel KV endpoint (auto-added by KV setup)
KV_REST_API_TOKEN Vercel KV auth token (auto-added by KV setup)
LEADS_API_KEY Protects the /api/leads endpoint
GSHEET_WEBHOOK_URL Google Apps Script web app URL