Automation library · Lead generation

Qualify and route real estate leads with OpenAI and PostgreSQL

Started by another system calling it, and works across Gmail, Postgres, Slack and Twilio. It hands the judgement calls to OpenAI. 18 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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18 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 3Model 1Logic 8Service 6

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

  1. 1Receive Lead RequestWebhookStarts it
  2. 2Extract Lead DetailsSetLogic
  3. 3Validate Lead DataIfLogic
  4. 4Save Lead in DatabasePostgresService
  5. 5Combine Lead + AI DataMergeLogic
  6. 6Return Invalid Lead ResponseRespond To WebhookStarts it
  7. 7AI Lead QualificationOpen AiModel
  8. 8Assign Sales AgentCodeLogic
  9. 9Parse AI ResponseCodeLogic
  10. 10Update Lead ScorePostgresService
  11. 11Check High Priority LeadIfLogic
  12. 12Send SMS to LeadTwilioService
  13. 13Send Confirmation EmailGmailService
  14. 14Notify Sales Team in SlackSlackService
  15. 15Prepare Reminder DataSetLogic
  16. 16Return Success ResponseRespond To WebhookStarts it
  17. 17Wait Before Follow-upWaitLogic
  18. 18Send Follow-up ReminderGmailService

How it's built

Starts on
Another system calling it
Steps
18, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Postgres, Slack, Twilio
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Postgres, Slack and Twilio 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. 18 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 18 steps before you point it at anything that matters.