Automation library · Lead generation

Qualify and route inbound leads with Claude and Gmail

Started by someone submitting a form, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to Claude. 13 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Claude

13 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 3Service 7

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

  1. 1Inbound Lead FormForm triggerStarts it
  2. 2Claude SonnetLm Chat AnthropicModel
  3. 3Extract Lead FieldsSetLogic
  4. 4Score Lead IntentChain LlmModel
  5. 5Parse ScoreCodeLogic
  6. 6Route by ScoreSwitchLogic
  7. 7Notify Team - Hot LeadSlackService
  8. 8Warm Lead ReplyGmailService
  9. 9Cold Lead ReplyGmailService
  10. 10Hot Lead ReplyGmailService
  11. 11Log to Sheets - WarmGoogle SheetsService
  12. 12Log to Sheets - ColdGoogle SheetsService
  13. 13Log to Sheets - HotGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
13, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
Claude

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts, and a key for Claude. 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 Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.