Automation library · Lead generation

Lead qualification & auto-assignment with OpenAI and ClickUp

Started by a clock, and works across ClickUp and Google Sheets. It hands the judgement calls to OpenAI. 9 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 2Logic 3Service 3

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

  1. 1Every 5 MinutesCronStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Getting New TasksGoogle SheetsService
  4. 4Basic LLM ChainChain LlmModel
  5. 5Qualifying LeadsIfLogic
  6. 6Restructuring AI OutputCodeLogic
  7. 7Creating and Assigning TasksClick UpService
  8. 8Restructuring ClickUp OutputCodeLogic
  9. 9Updating New Tasks on SheetsGoogle SheetsService

How it's built

Starts on
A clock
Steps
9, with 1 branch
Size
Medium: a working afternoon
Connects to
ClickUp, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own ClickUp 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 a clock.

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. 9 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 9 steps before you point it at anything that matters.