# Automate lead qualification & routing with OpenAI: n8n workflow

> Started by a change in a Google Sheet, and works across Email, GoHighLevel and Google Sheets. It hands the judgement calls to Azure OpenAI.

Source: https://millionrounds.com/workflow/automate-lead-qualification-and-routing-with-openai (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 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.

Small Calls a model: Azure OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-qualification-and-routing-with-openai)

**8 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 2 Service 3

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

- 1 **New Lead Form Submission1** Google Sheets trigger *Starts it*
- 2 **Azure OpenAI Model1** Lm Chat Azure Open Ai *Model*
- 3 **AI Lead Qualification Agent1** Agent *Model*
- 4 **Parse AI Response to JSON** Code *Logic*
- 5 **Save Lead to Status Sheet** Google Sheets *Service*
- 6 **Categorize Lead Priority1** Function *Logic*
- 7 **Add Contact to CRM** High Level *Service*
- 8 **Send Email to Sales Rep** Email Send *Service*

## 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.

## 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-qualification-and-routing-with-openai)
- **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.

[Email](https://millionrounds.com/workflows?service=Email#library)[GoHighLevel](https://millionrounds.com/workflows?service=GoHighLevel#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.

- [**AI database reactivation system (DBR) - turn dead leads into** 8 steps · calls a model · GoHighLevel, Google Sheets](https://millionrounds.com/workflow/ai-database-reactivation-system-dbr-turn-dead-leads-into)
- [**Analyze business data from Google Sheets with OpenAI** 8 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/analyze-business-data-from-google-sheets-with-openai)
- [**Automate cold outreach with Gemini and Google Sheets** 8 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automate-cold-outreach-with-gemini-and-google-sheets)
- [**Automate real estate lead matching with Jotform and Gemini** 8 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-real-estate-lead-matching-with-jotform-and-gemini)
- [**Automated LinkedIn outreach system with OpenAI** 8 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automated-linkedin-outreach-system-with-openai)
- [**Automated Marketing Lead Qualification Workflow with OpenAI** 8 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automated-marketing-lead-qualification-workflow-with-openai)