Automation library · Lead generation

Qualify & route leads with OpenAI and Clearbit

Started by another system calling it, and works across Airtable, HubSpot and Slack. It hands the judgement calls to OpenAI. 16 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 4Logic 5Service 5

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

  1. 1Form Submission5WebhookStarts it
  2. 2When called by another workflowExecute Workflow triggerStarts it
  3. 3OpenAI Chat ModelLm Chat Open AiModel
  4. 4Clearbit Enrichment ToolTool WorkflowModel
  5. 5AI Lead Analysis Agent5AgentModel
  6. 6Clearbit APIHttp RequestService
  7. 7Structured Output ParserOutput Parser StructuredModel
  8. 8Structure Lead DataCodeLogic
  9. 9Company Found?IfLogic
  10. 10High Quality Lead?5IfLogic
  11. 11Format DataCodeLogic
  12. 12No DataCodeLogic
  13. 13Add to HubSpot CRMHubspotService
  14. 14Log to AirtableAirtableService
  15. 15Notify Sales TeamSlackService
  16. 16Request Manual ReviewSlackService

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, 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. 16 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 16 steps before you point it at anything that matters.