Automation library · Lead generation

Automate lead qualification & routing with OpenAI

Started by a change in a Google Sheet, and works across Email, GoHighLevel and Google Sheets. It hands the judgement calls to Azure OpenAI. 8 steps: small enough to read in one sitting and change without fear.

SmallCalls a model: Azure OpenAI

8 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 2Service 3

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

  1. 1New Lead Form Submission1Google Sheets triggerStarts it
  2. 2Azure OpenAI Model1Lm Chat Azure Open AiModel
  3. 3AI Lead Qualification Agent1AgentModel
  4. 4Parse AI Response to JSONCodeLogic
  5. 5Save Lead to Status SheetGoogle SheetsService
  6. 6Categorize Lead Priority1FunctionLogic
  7. 7Add Contact to CRMHigh LevelService
  8. 8Send Email to Sales RepEmail SendService

How it's built

Starts on
A change in a Google Sheet
Steps
8
Size
Small: readable in one sitting
Connects to
Email, GoHighLevel, Google Sheets
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, GoHighLevel 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 change in a Google Sheet.

Does it use AI?

Yes. It calls Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.