Automation library · Lead generation

Qualify and score new form leads with OpenAI and Airtable

Started by someone submitting a form, and works across Airtable and Slack. It hands the judgement calls to OpenAI. 7 steps, 1 branch: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

7 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 1Logic 3Service 2

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

  1. 1Lead Intake FormForm triggerStarts it
  2. 2Configure SettingsSetLogic
  3. 3Score Lead with AIOpen AiModel
  4. 4Parse Score and ClassifyCodeLogic
  5. 5Save Lead to AirtableAirtableService
  6. 6Is Hot Lead?IfLogic
  7. 7Alert Sales on SlackSlackService

How it's built

Starts on
Someone submitting a form
Steps
7, with 1 branch
Size
Small: readable in one sitting
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 someone submitting a form.

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?

Not long. At 7 steps it can be read in one sitting and changed without fear.

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 7 steps before you point it at anything that matters.