# Lead qualification & auto-assignment with OpenAI and ClickUp: n8n workflow

> Started by a clock, and works across ClickUp and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/lead-qualification-and-auto-assignment-with-openai-and-click (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)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Flead-qualification-and-auto-assignment-with-openai-and-click)

**9 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 2 Logic 3 Service 3

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

- 1 **Every 5 Minutes** Cron *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Getting New Tasks** Google Sheets *Service*
- 4 **Basic LLM Chain** Chain Llm *Model*
- 5 **Qualifying Leads** If *Logic*
- 6 **Restructuring AI Output** Code *Logic*
- 7 **Creating and Assigning Tasks** Click Up *Service*
- 8 **Restructuring ClickUp Output** Code *Logic*
- 9 **Updating New Tasks on Sheets** Google Sheets *Service*

## 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.

## 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%2Flead-qualification-and-auto-assignment-with-openai-and-click)
- **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.

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

## Workflows like it

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

- [**AI Lead Response Bot: Auto-reply to web form submissions** 9 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/ai-lead-response-bot-auto-reply-to-web-form-submissions)
- [**AI business card scanner & contact enrichment with Gemini** 9 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/ai-business-card-scanner-and-contact-enrichment-with-gemini)
- [**AI lead scoring & routing with Gemini and Sheets** 9 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/ai-lead-scoring-and-routing-with-gemini-and-sheets)
- [**Apollo Leads Data Cleaner with OpenAI and Google Sheets** 9 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/apollo-leads-data-cleaner-with-openai-and-google-sheets)
- [**Auto-enrich & sync companies from Google Sheets to HubSpot** 9 steps · calls a model · Google Sheets, HubSpot](https://millionrounds.com/workflow/auto-enrich-and-sync-companies-from-google-sheets-to-hubspot)
- [**Automated business card data extractor with Gemini** 9 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automated-business-card-data-extractor-with-gemini)