Automation library · Lead generation

Automated lead capture & AI follow-up workflow with OpenAI

Started by someone submitting a form, and works across ClickUp, Gmail and Google Sheets. It hands the judgement calls to OpenAI. 10 steps, 1 branch, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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10 stepsMedium: a working afternoon
1Branch: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 2Service 6

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

  1. 1On form submissionForm triggerStarts it
  2. 2FormFormService
  3. 3Get Emails in DatabaseGoogle SheetsService
  4. 4Already in Database?IfLogic
  5. 5Add into the DatabaseGoogle SheetsService
  6. 6Already in system!GmailService
  7. 7WaitWaitLogic
  8. 8Writte personalized emailOpen AiModel
  9. 9Send Welcome Follow-upGmailService
  10. 10Create a new Task in ClickUpClick UpService

How it's built

Starts on
Someone submitting a form
Steps
10, with 1 branch, 1 loop or waits
Size
Medium: a working afternoon
Connects to
ClickUp, Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

Does it use AI?

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

How long does it take to set up?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.