Automation library · Lead generation

Process and triage contact form leads with Webhook and OpenAI

Started by another system calling it, and works across Outlook. It hands the judgement calls to OpenAI. 16 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 2Model 3Logic 8Service 3

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

  1. 1Form Submission TriggerWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Triage Output ParserOutput Parser StructuredModel
  4. 4Workflow ConfigurationSetLogic
  5. 5AI TriageChain LlmModel
  6. 6Normalize & Validate SubmissionCodeLogic
  7. 7Assemble Lead RecordSetLogic
  8. 8Respond to FormRespond To WebhookStarts it
  9. 9Record in SharePointMicrosoft Share PointService
  10. 10Is Valid Submission?IfLogic
  11. 11Should Notify?IfLogic
  12. 12Mark as RejectedSetLogic
  13. 13Build Email HTMLCodeLogic
  14. 14Send Notification via OutlookMicrosoft OutlookService
  15. 15Auto-Reply Enabled?IfLogic
  16. 16Send Auto-Reply via OutlookMicrosoft OutlookService

How it's built

Starts on
Another system calling it
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
Outlook
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Outlook 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. 16 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 16 steps before you point it at anything that matters.