Automation library · Lead generation

Qualify and score leads in Airtable with OpenAI and Slack

Started by an event in a connected app, and works across Airtable and Slack. It hands the judgement calls to OpenAI. 17 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 1Logic 12Service 3

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

  1. 1Trigger: New Lead CreatedAirtable triggerStarts it
  2. 2Normalize & Standardize Lead DataSetLogic
  3. 3Guard: Skip Already Processed LeadsIfLogic
  4. 4Prepare AI Scoring ContextSetLogic
  5. 5Exit: Already ProcessedNo OpLogic
  6. 6AI Lead Qualification (GPT)Open AiModel
  7. 7Validate & Parse AI ResponseCodeLogic
  8. 8AI Response ValidationIfLogic
  9. 9Merge Valid & Fallback PathsMergeLogic
  10. 10Alert: AI Scoring FailureSlackService
  11. 11Hybrid Lead Scoring EngineCodeLogic
  12. 12Prepare CRM Update PayloadSetLogic
  13. 13Update Lead Record (CRM)AirtableService
  14. 14Prepare Hot Lead NotificationSetLogic
  15. 15Decision: Is High-Intent Lead?IfLogic
  16. 16Notify Sales Team – Hot LeadSlackService
  17. 17Exit: No Sales NotificationNo OpLogic

How it's built

Starts on
An event in a connected app
Steps
17, with 3 branches
Size
Medium: a working afternoon
Connects to
Airtable, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable 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 an event in a connected app.

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. 17 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 17 steps before you point it at anything that matters.