# Qualify and route consulting leads with Slack: n8n workflow

> Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/qualify-and-route-consulting-leads-with-slack (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)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-and-route-consulting-leads-with-slack)

**17 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 5 Logic 5 Service 6

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

- 1 **Client Intake Form** Webhook *Starts it*
- 2 **OpenAI Model - Lead Classifier** Lm Chat Open Ai *Model*
- 3 **Lead Classification Schema** Output Parser Structured *Model*
- 4 **OpenAI Model - Email Writer** Lm Chat Open Ai *Model*
- 5 **Workflow Configuration** Set *Logic*
- 6 **AI Lead Classifier** Agent *Model*
- 7 **Generate Client Acknowledgment** Agent *Model*
- 8 **Normalize Intake Data** Set *Logic*
- 9 **Filter Lead Quality** If *Logic*
- 10 **Send Acknowledgment Email** Gmail *Service*
- 11 **Route by Service Type** Switch *Logic*
- 12 **Check High Urgency** If *Logic*
- 13 **Notify Team - Consulting** Slack *Service*
- 14 **Notify Team - Accounting** Slack *Service*
- 15 **Notify Team - Fractional CFO** Slack *Service*
- 16 **Executive Alert - High Urgency** Slack *Service*
- 17 **Log Qualified Lead** Google Sheets *Service*

## 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.

## 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%2Fqualify-and-route-consulting-leads-with-slack)
- **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.

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

## Workflows like it

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

- [**Analyze sales calls & route leads with OpenAI and Airtable** 17 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/analyze-sales-calls-and-route-leads-with-openai-and-airtable)
- [**Automate lead intent classification from Google Sheets to ClickUp** 17 steps · calls a model · ClickUp, Google Sheets](https://millionrounds.com/workflow/automate-lead-intent-classification-from-google-sheets-to-cl)
- [**Automated B2B prospecting with RapidAPI and Hunter.io** 17 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-b2b-prospecting-with-rapidapi-and-hunter-io)
- [**Balance VIP outreach with Salesforce and Slack** 17 steps · calls a model · Salesforce, Slack](https://millionrounds.com/workflow/balance-vip-outreach-with-salesforce-and-slack)
- [**Business card extractor with OpenAI and Google Drive** 17 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/business-card-extractor-with-openai-and-google-drive)
- [**Capture and nurture AI agency leads with Gemini and Outlook** 17 steps · calls a model · Google Sheets, Outlook](https://millionrounds.com/workflow/capture-and-nurture-ai-agency-leads-with-gemini-and-outlook)