Automation library · Lead generation

Qualify & auto-reply to leads with OpenAI and Airtable

Started by someone submitting a form, and works across Airtable, Gmail, Slack and WhatsApp. It hands the judgement calls to OpenAI. 14 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 5Logic 2Service 5

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

  1. 1On form submissionForm triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Structured Output ParserOutput Parser StructuredModel
  4. 4Send a messageSlackService
  5. 5Send messageWhats AppService
  6. 6Gmail TriggerGmail triggerStarts it
  7. 7OpenAI Chat Model1Lm Chat Open AiModel
  8. 8AI AgentAgentModel
  9. 9IfIfLogic
  10. 10Basic LLM ChainChain LlmModel
  11. 11Create a recordAirtableService
  12. 12Create a draftGmailService
  13. 13Quality Leads Based On ScoreIfLogic
  14. 14Send a message1GmailService

How it's built

Starts on
Someone submitting a form
Steps
14, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Slack, WhatsApp
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Slack and WhatsApp 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?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.