Automation library · Lead generation

Qualify and route inbound leads with OpenAI and Gmail

Started by another system calling it, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 4Logic 1Service 3

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

  1. 1Receive new enquiryWebhookStarts it
  2. 2OpenAI chat model for orchestratorLm Chat Open AiModel
  3. 3enrich_leadTool WorkflowModel
  4. 4score_leadTool WorkflowModel
  5. 5book_priorityGmail ToolService
  6. 6add_to_nurtureGoogle Sheets ToolService
  7. 7send_polite_declineGmail ToolService
  8. 8Set ideal customer profileSetLogic
  9. 9Qualifier orchestratorAgentModel

How it's built

Starts on
Another system calling it
Steps
9
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets 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. 9 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 9 steps before you point it at anything that matters.