Automation library · Lead generation

Automate lead intent classification from Google Sheets to ClickUp

Started by a clock, and works across ClickUp and Google Sheets. It puts Azure OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 17 steps, 1 branch, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAIRetrieval

17 stepsMedium: a working afternoon
1Branch: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 1Model 4Logic 8Service 4

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Structured Output ParserOutput Parser StructuredModel
  3. 3Azure OpenAI Chat ModelLm Chat Azure Open AiModel
  4. 4Simple MemoryMemory Buffer WindowModel
  5. 5Google Sheets - Read New RepliesGoogle SheetsService
  6. 6AI Intent ClassificationAgentModel
  7. 7Prepare Data for ClassificationSetLogic
  8. 8Extract Intent ResultSetLogic
  9. 9Switch - Intent RouterSwitchLogic
  10. 10Map Demo Next StepsSetLogic
  11. 11Map Pricing Next StepsSetLogic
  12. 12Map Objection Next StepsSetLogic
  13. 13Map Default Next StepsSetLogic
  14. 14ClickUp - Create TaskClick UpService
  15. 15Loop Over ItemsSplit In BatchesLogic
  16. 16ClickUp - Add Checklist SubtasksHttp RequestService
  17. 17HTTP Request - Add Checklist ItemHttp RequestService

How it's built

Starts on
A clock
Steps
17, with 1 branch, 1 loop or waits
Size
Medium: a working afternoon
Connects to
ClickUp, Google Sheets
Model
Azure OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls Azure OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 17 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 17 steps before you point it at anything that matters.