Automation library · Lead generation

Qualify and route inbound leads with OpenAI and Slack

Started by another system calling it, and works across Gmail, Google Sheets, HubSpot and Slack. It hands the judgement calls to OpenAI. 19 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 2Model 3Logic 8Service 6

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

  1. 1Receive Inbound LeadWebhookStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Structured Lead ScoreOutput Parser StructuredModel
  4. 4Set ICP and Scoring RulesSetLogic
  5. 5Score Lead Against ICP with AIChain LlmModel
  6. 6Normalize Lead FieldsSetLogic
  7. 7Combine AI Verdict with Data QualityCodeLogic
  8. 8Validate Email and Detect Company DomainCodeLogic
  9. 9Route Lead by TierSwitchLogic
  10. 10Is It a Valid Business Email?IfLogic
  11. 11Alert Sales Team in SlackSlackService
  12. 12Create Warm Contact in HubSpotHubspotService
  13. 13Log Every Lead to Google SheetsGoogle SheetsService
  14. 14Fetch Lead WebsiteHttp RequestService
  15. 15Mark Lead as UnqualifiedCodeLogic
  16. 16Send Instant Personalized ReplyGmailService
  17. 17Respond to FormRespond To WebhookStarts it
  18. 18Extract Buying Signals from WebsiteCodeLogic
  19. 19Create Hot Contact in HubSpotHubspotService

How it's built

Starts on
Another system calling it
Steps
19, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, HubSpot 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. 19 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 19 steps before you point it at anything that matters.