Automation library · Lead generation

Lead generation and qualification with OpenAI

Started by someone submitting a form, and works across Gmail, Google Calendar and Google Sheets. It hands the judgement calls to OpenAI. 30 steps, 3 branches, 3 loops or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

30 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
3Loops or waits
3Services it connects to

The flow

Starts it 1Model 7Logic 11Service 11

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

  1. 1Structured Output ParserOutput Parser StructuredModel
  2. 2Input FormForm triggerStarts it
  3. 3OpenAI Chat ModelLm Chat Open AiModel
  4. 4OpenAI Search ModelLm Chat Open AiModel
  5. 5OpenAI ChatLm Chat Open AiModel
  6. 6AI Answer AgentAgentModel
  7. 7Log Lead to SheetGoogle SheetsService
  8. 8AI Lead EnrichmentAgentModel
  9. 9AI Lead ClassifierText ClassifierModel
  10. 10Send Answer or EscalateGmailService
  11. 11Get all columnsGoogle SheetsService
  12. 12Define ICP and Lead CriteriaSetLogic
  13. 13If demo-ready not emptyIfLogic
  14. 14If nurture not emptyIfLogic
  15. 15If drop not emptyIfLogic
  16. 16Return latest columnCodeLogic
  17. 17Demo-ready Data ProcessingCodeLogic
  18. 18Schedule Demo - High IntentGoogle CalendarService
  19. 19Nurture Data ProcessingCodeLogic
  20. 20Wait 1 Day (1)WaitLogic
  21. 21Drop Data ProcessingCodeLogic
  22. 22Send Drop MessageGmailService
  23. 23Update Sheet - Demo ReadyGoogle SheetsService
  24. 24Update Sheet - NurtureGoogle SheetsService
  25. 25Send Nurture Email - ResourcesGmailService
  26. 26Update Sheet - DropGoogle SheetsService
  27. 27Wait 1 Day (2)WaitLogic
  28. 28Send Nurture Email - EventGmailService
  29. 29Wait 1 Day (3)WaitLogic
  30. 30Schedule Demo - After NurtureGoogle CalendarService

How it's built

Starts on
Someone submitting a form
Steps
30, with 3 branches, 3 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Calendar, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar 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?

Take your time. At 30 steps it is large: read it before trusting it with anything live.

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 30 steps before you point it at anything that matters.