Automation library · Lead generation

Qualify inbound leads with OpenAI and Slack

Started by another system calling it, and works across Email, Google Sheets and Slack. It hands the judgement calls to OpenAI. 13 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

13 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 1Logic 3Service 7

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

  1. 1Inbound Lead WebhookWebhookStarts it
  2. 2Normalize Lead FieldsSetLogic
  3. 3Qualify with AIOpen AiModel
  4. 4Combine Lead + ScoreSetLogic
  5. 5Route by TierSwitchLogic
  6. 6Slack: HOT Lead AlertSlackService
  7. 7Sheets: Append HOTGoogle SheetsService
  8. 8Email: HOT Auto-ReplyEmail SendService
  9. 9Sheets: Append WARMGoogle SheetsService
  10. 10Email: WARM Auto-ReplyEmail SendService
  11. 11Sheets: Append NURTUREGoogle SheetsService
  12. 12Email: NURTURE Auto-ReplyEmail SendService
  13. 13Respond to WebhookRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
13, with 1 branch
Size
Medium: a working afternoon
Connects to
Email, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Google Sheets 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. 13 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 13 steps before you point it at anything that matters.