Automation library · Lead generation

Capture and schedule HVAC leads with OpenAI and Google Sheets

Started by someone submitting a form, and works across Email, Google Calendar, Google Sheets, Slack and one other. It hands the judgement calls to OpenAI. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Model 3Logic 3Service 8

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

  1. 1Lead Submission FormForm triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Workflow ConfigurationSetLogic
  5. 5Classify Lead Urgency and Service TypeAgentModel
  6. 6Normalize Lead DataSetLogic
  7. 7Route by Service TypeSwitchLogic
  8. 8Store Lead in Google SheetsGoogle SheetsService
  9. 9Notify Installation TeamSlackService
  10. 10Notify Repair TeamSlackService
  11. 11Notify Maintenance TeamSlackService
  12. 12Send Confirmation Email to LeadEmail SendService
  13. 13Schedule AppointmentGoogle CalendarService
  14. 14Send SMS ReminderTwilioService
  15. 15Send to CRM/Dispatch SystemHttp RequestService

How it's built

Starts on
Someone submitting a form
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Email, Google Calendar, Google Sheets, Slack, Twilio
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Calendar, Google Sheets, Slack and Twilio 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. 15 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 15 steps before you point it at anything that matters.