Automation library · Lead generation

AI lead qualification & multi-channel sales pipeline automation

Started by another system calling it, and works across Airtable, Asana, Email, Google Sheets and one other. It hands the judgement calls to OpenAI. 16 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 2Model 1Logic 6Service 7

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

  1. 1Multi-Source Lead WebhookWebhookStarts it
  2. 2Normalize Lead DataCodeLogic
  3. 3Enrich with ClearbitHttp RequestService
  4. 4Merge Enriched DataCodeLogic
  5. 5AI Lead QualificationOpen AiModel
  6. 6Parse & Score LeadCodeLogic
  7. 7Route by ScoreSwitchLogic
  8. 8Slack Hot Lead AlertSlackService
  9. 9Save to Airtable CRMAirtableService
  10. 10Send Personalized EmailEmail SendService
  11. 11Check for SMSIfLogic
  12. 12Prepare Task DataSetLogic
  13. 13Send SMS (Twilio)Http RequestService
  14. 14Log to Analytics SheetGoogle SheetsService
  15. 15Create Asana TaskAsanaService
  16. 16Webhook ResponseRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, Asana, Email, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, Asana, Email, Google Sheets and Slack 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.