Automation library · Lead generation

Automate solar lead qualification & follow-ups

Started by another system calling it, and works across Gmail, Google Drive and Google Sheets. 13 steps, 1 branch: a working afternoon to understand properly.

Medium

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

The flow

Starts it 2Logic 3Service 8

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

  1. 1WebhookWebhookStarts it
  2. 2Webhook1WebhookStarts it
  3. 3[STEP 2] Upload Utility BillGoogle DriveService
  4. 4[STEP 5] Save Lead to Spreadsheet1Google SheetsService
  5. 5[STEP 3] Make Bill ViewableGoogle DriveService
  6. 6[STEP 7] Check Qualification CriteriaCodeLogic
  7. 7[STEP 4] Create Bill LinkFunctionLogic
  8. 8[STEP 8] Update Qualification StatusGoogle SheetsService
  9. 9[STEP 5] Save Lead to SpreadsheetGoogle SheetsService
  10. 10Check Qualification StatusIfLogic
  11. 11[STEP 10A] Send Acceptance EmailGmailService
  12. 12[STEP 10B] Send Rejection EmailGmailService
  13. 13Append row in sheetGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
13, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive and Google Sheets accounts. 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?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.