# Automate lead intent classification from Google Sheets to ClickUp: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/automate-lead-intent-classification-from-google-sheets-to-cl (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)

# 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.

Medium Calls a model: Azure OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-intent-classification-from-google-sheets-to-cl)

**17 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 1 Model 4 Logic 8 Service 4

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Structured Output Parser** Output Parser Structured *Model*
- 3 **Azure OpenAI Chat Model** Lm Chat Azure Open Ai *Model*
- 4 **Simple Memory** Memory Buffer Window *Model*
- 5 **Google Sheets - Read New Replies** Google Sheets *Service*
- 6 **AI Intent Classification** Agent *Model*
- 7 **Prepare Data for Classification** Set *Logic*
- 8 **Extract Intent Result** Set *Logic*
- 9 **Switch - Intent Router** Switch *Logic*
- 10 **Map Demo Next Steps** Set *Logic*
- 11 **Map Pricing Next Steps** Set *Logic*
- 12 **Map Objection Next Steps** Set *Logic*
- 13 **Map Default Next Steps** Set *Logic*
- 14 **ClickUp - Create Task** Click Up *Service*
- 15 **Loop Over Items** Split In Batches *Logic*
- 16 **ClickUp - Add Checklist Subtasks** Http Request *Service*
- 17 **HTTP Request - Add Checklist Item** Http Request *Service*

## 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.

## 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%2Fautomate-lead-intent-classification-from-google-sheets-to-cl)
- **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.

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

## Workflows like it

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

- [**Business card extractor with OpenAI and Google Drive** 17 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/business-card-extractor-with-openai-and-google-drive)
- [**Capture and nurture AI agency leads with Gemini and Outlook** 17 steps · calls a model · Google Sheets, Outlook](https://millionrounds.com/workflow/capture-and-nurture-ai-agency-leads-with-gemini-and-outlook)
- [**Cold call agent with Telegram and Retell AI** 17 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/cold-call-agent-with-telegram-and-retell-ai)
- [**Find and verify business emails with ScraperCity and OpenAI** 17 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/find-and-verify-business-emails-with-scrapercity-and-openai)
- [**Hyper-personalized messages for LinkedIn outreach on autopilot** 17 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/hyper-personalized-messages-for-linkedin-outreach-on-autopil)
- [**Qualify Meta Lead Ads with OpenAI and WhatsApp** 17 steps · calls a model · Google Sheets, HubSpot](https://millionrounds.com/workflow/qualify-meta-lead-ads-with-openai-and-whatsapp)