# Intelligent Lead Response and Engagement Automation: n8n workflow

> Started by a clock, and works across Gmail, Google Calendar, Google Sheets and Slack. It puts OpenAI behind a retrieval step, so answers are drawn from...

Source: https://millionrounds.com/workflow/intelligent-lead-response-and-engagement-automation (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)

# Intelligent Lead Response and Engagement Automation

Started by a clock, and works across Gmail, Google Calendar, Google Sheets and Slack. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 20 steps, 2 branches: a working afternoon to understand properly.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fintelligent-lead-response-and-engagement-automation)

**20 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 2 Model 5 Logic 5 Service 8

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

- 1 **New Lead Email Received** Gmail trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Gmail Send Tool** Gmail Tool *Service*
- 4 **Google Calendar Tool** Google Calendar Tool *Service*
- 5 **Google Sheets Tool** Google Sheets Tool *Service*
- 6 **Daily Follow-Up Check** Schedule trigger *Starts it*
- 7 **OpenAI Chat Model for Follow-Ups** Lm Chat Open Ai *Model*
- 8 **Postgres Chat Memory** Memory Postgres Chat *Model*
- 9 **Workflow Configuration** Set *Logic*
- 10 **AI Response Generator** Agent *Model*
- 11 **AI Follow-Up Generator** Agent *Model*
- 12 **Get Leads Needing Follow-Up** Google Sheets *Service*
- 13 **Extract Lead Information** Set *Logic*
- 14 **Update Lead Status** Google Sheets *Service*
- 15 **Check Follow-Up Needed** If *Logic*
- 16 **Prepare Daily Summary** Code *Logic*
- 17 **Check if Email Already Exists** Google Sheets *Service*
- 18 **Send Daily Summary to Slack** Slack *Service*
- 19 **Is New Lead?** If *Logic*
- 20 **Log Lead to Database** Google Sheets *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 20, with 2 branches
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Calendar, Google Sheets, Slack
- **Model:** OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

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

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 20 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 20 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%2Fintelligent-lead-response-and-engagement-automation)
- **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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI-powered cold email outreach with OpenAI and Gmail** 20 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-powered-cold-email-outreach-with-openai-and-gmail)
- [**Auto-respond and classify WhatsApp leads with Ollama AI** 20 steps · calls a model · Google Calendar, Google Sheets](https://millionrounds.com/workflow/auto-respond-and-classify-whatsapp-leads-with-ollama-ai)
- [**Automate lead qualification & follow-up with Gemini** 20 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automate-lead-qualification-and-follow-up-with-gemini)
- [**Automated LinkedIn lead generation & AI personalized outreach** 20 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automated-linkedin-lead-generation-and-ai-personalized-outre)
- [**Enrich companies in Google Sheet with OpenAI and Crunchbase** 20 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/enrich-companies-in-google-sheet-with-openai-and-crunchbase)
- [**Generate Dream 100 prospect lists with Perplexity AI** 20 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/generate-dream-100-prospect-lists-with-perplexity-ai)
