Automation library · Lead generation

Qualify and route consulting leads with Slack

Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 17 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 5Logic 5Service 6

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

  1. 1Client Intake FormWebhookStarts it
  2. 2OpenAI Model - Lead ClassifierLm Chat Open AiModel
  3. 3Lead Classification SchemaOutput Parser StructuredModel
  4. 4OpenAI Model - Email WriterLm Chat Open AiModel
  5. 5Workflow ConfigurationSetLogic
  6. 6AI Lead ClassifierAgentModel
  7. 7Generate Client AcknowledgmentAgentModel
  8. 8Normalize Intake DataSetLogic
  9. 9Filter Lead QualityIfLogic
  10. 10Send Acknowledgment EmailGmailService
  11. 11Route by Service TypeSwitchLogic
  12. 12Check High UrgencyIfLogic
  13. 13Notify Team - ConsultingSlackService
  14. 14Notify Team - AccountingSlackService
  15. 15Notify Team - Fractional CFOSlackService
  16. 16Executive Alert - High UrgencySlackService
  17. 17Log Qualified LeadGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
17, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, 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. 17 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 17 steps before you point it at anything that matters.