# AI lead qualification & multi-channel sales pipeline automation: n8n workflow

> Started by another system calling it, and works across Airtable, Asana, Email, Google Sheets and one other. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/ai-lead-qualification-and-multi-channel-sales-pipeline-autom (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 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-lead-qualification-and-multi-channel-sales-pipeline-autom)

**16 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 2 Model 1 Logic 6 Service 7

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

- 1 **Multi-Source Lead Webhook** Webhook *Starts it*
- 2 **Normalize Lead Data** Code *Logic*
- 3 **Enrich with Clearbit** Http Request *Service*
- 4 **Merge Enriched Data** Code *Logic*
- 5 **AI Lead Qualification** Open Ai *Model*
- 6 **Parse & Score Lead** Code *Logic*
- 7 **Route by Score** Switch *Logic*
- 8 **Slack Hot Lead Alert** Slack *Service*
- 9 **Save to Airtable CRM** Airtable *Service*
- 10 **Send Personalized Email** Email Send *Service*
- 11 **Check for SMS** If *Logic*
- 12 **Prepare Task Data** Set *Logic*
- 13 **Send SMS (Twilio)** Http Request *Service*
- 14 **Log to Analytics Sheet** Google Sheets *Service*
- 15 **Create Asana Task** Asana *Service*
- 16 **Webhook Response** Respond To Webhook *Starts 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.

## 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-lead-qualification-and-multi-channel-sales-pipeline-autom)
- **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.

[Airtable](https://millionrounds.com/workflows?service=Airtable#library)[Asana](https://millionrounds.com/workflows?service=Asana#library)[Email](https://millionrounds.com/workflows?service=Email#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

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

- [**AI-driven lead management and inquiry automation with ERPNext** 16 steps · calls a model · Google Sheets, Outlook](https://millionrounds.com/workflow/ai-driven-lead-management-and-inquiry-automation-with-erpnex)
- [**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)
- [**Enrich & qualify leads with Azure OpenAI and Bright Data MCP** 16 steps · calls a model · HubSpot, Slack](https://millionrounds.com/workflow/enrich-and-qualify-leads-with-azure-openai-and-bright-data-m)
- [**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-)
