# AI-driven lead management and inquiry automation with ERPNext: n8n workflow

> Started by another system calling it, and works across Google Sheets and Outlook. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/ai-driven-lead-management-and-inquiry-automation-with-erpnex (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# AI-driven lead management and inquiry automation with ERPNext

Started by another system calling it, and works across Google Sheets and Outlook. It hands the judgement calls to OpenAI. 16 steps, 3 branches: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-driven-lead-management-and-inquiry-automation-with-erpnex)

**16 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 2 Logic 7 Service 6

The steps in the order they run, from what starts it.

- 1 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 2 **Abbriviations** Google Sheets Tool *Service*
- 3 **Company Profile** Google Docs Tool *Service*
- 4 **Company Policies** Google Docs Tool *Service*
- 5 **Company Contact Database** Google Sheets Tool *Service*
- 6 **Webhook** Webhook *Starts it*
- 7 **Customer Lead AI Agent** Agent *Model*
- 8 **Source Website and Status Open** If *Logic*
- 9 **Inquiry is Valid?** If *Logic*
- 10 **Lead Body** Set *Logic*
- 11 **Fields for Outlook** Code *Logic*
- 12 **Get Lead Data from ERPNext** Http Request *Service*
- 13 **Email Body Text Generated by AI** Set *Logic*
- 14 **Inquiry has Notes** If *Logic*
- 15 **Email Body for Outlook** Code *Logic*
- 16 **Microsoft Outlook** Microsoft Outlook *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 16, with 3 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Google Sheets, Outlook
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Google Sheets and Outlook accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-driven-lead-management-and-inquiry-automation-with-erpnex)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Outlook](https://millionrounds.com/workflows?service=Outlook#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI lead qualification & multi-channel sales pipeline automation** 16 steps · calls a model · Airtable, Asana](https://millionrounds.com/workflow/ai-lead-qualification-and-multi-channel-sales-pipeline-autom)
- [**Automate LinkedIn profile search & cold email outreach** 16 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automate-linkedin-profile-search-and-cold-email-outreach)
- [**Automate lead gen & email outreach with Apify and Apollo.io** 16 steps · calls a model · Apify, Google Sheets](https://millionrounds.com/workflow/automate-lead-gen-and-email-outreach-with-apify-and-apollo-i)
- [**Automate personalized cold emails with Apollo and OpenAI** 16 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/automate-personalized-cold-emails-with-apollo-and-openai)
- [**Extract & summarize B2B leads from Crunchbase with Bright Data** 16 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/extract-and-summarize-b2b-leads-from-crunchbase-with-bright-)
- [**Generate personalized cold email icebreakers from sites** 16 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/generate-personalized-cold-email-icebreakers-from-sites)