Automation library · Lead generation

Lead scoring & auto-assignment with OpenAI and GoHighLevel

Started by another system calling it, and works across Slack. It hands the judgement calls to OpenAI. 18 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
18 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 1Logic 6Service 9

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

  1. 1GHL New Contact TriggerWebhookStarts it
  2. 2Workflow ConfigurationSetLogic
  3. 3GHL Get Contact DetailsHttp RequestService
  4. 4GHL Fetch Engagement DataHttp RequestService
  5. 5Clean Contact DataSetLogic
  6. 6Prepare AI InputSetLogic
  7. 7AI Lead Scoring (GPT-4)Open AiModel
  8. 8Parse Score to NumericCodeLogic
  9. 9IF Score >= 80 (Hot)IfLogic
  10. 10GHL Tag Hot LeadHttp RequestService
  11. 11IF Score >= 40 (Warm)IfLogic
  12. 12GHL Assign Hot to Top RepHttp RequestService
  13. 13GHL Tag Warm LeadHttp RequestService
  14. 14GHL Tag Cold LeadHttp RequestService
  15. 15Slack Notify Hot LeadSlackService
  16. 16GHL Assign Warm to Secondary RepHttp RequestService
  17. 17GHL Assign Cold to Nurture TeamHttp RequestService
  18. 18Webhook ResponseRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
18, with 2 branches
Size
Medium: a working afternoon
Connects to
Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

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. 18 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 18 steps before you point it at anything that matters.