Automation library · Lead generation

AI-Powered Lead Qualification & Routing with OpenAI and Slack

Started by another system calling it, and works across Airtable, Email and Slack. It hands the judgement calls to OpenAI. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 3Logic 2Service 5

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

  1. 1Lead Intake WebhookWebhookStarts it
  2. 2Parse AI ResponseOutput Parser StructuredModel
  3. 3OpenAI ModelLm Chat Open AiModel
  4. 4Acknowledge ReceiptRespond To WebhookStarts it
  5. 5AI Lead QualificationChain LlmModel
  6. 6Enrich Lead DataSetLogic
  7. 7Route by QualityIfLogic
  8. 8Save to Airtable (Hot Leads)AirtableService
  9. 9Save to Airtable (Nurture Queue)AirtableService
  10. 10Alert Team (Slack)SlackService
  11. 11Send Confirmation Email (Hot)Email SendService
  12. 12Send Nurture EmailEmail SendService

How it's built

Starts on
Another system calling it
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Email, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, Email 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. 12 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 12 steps before you point it at anything that matters.