Automation library · Money admin

Qualify insurance leads with Vapi and OpenAI

Started by someone submitting a form, and works across Airtable, Gmail and Slack. It hands the judgement calls to OpenAI. 12 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 2Model 1Logic 2Service 7

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

  1. 1On form submissionForm triggerStarts it
  2. 2Post callWebhookStarts it
  3. 3Create a recordAirtableService
  4. 4Clean dataSetLogic
  5. 5Vapi callHttp RequestService
  6. 6Is Qualified ?IfLogic
  7. 7Update record1AirtableService
  8. 8Update recordAirtableService
  9. 9Prepare BlueprintOpen AiModel
  10. 10Send a message1SlackService
  11. 11Send a messageGmailService
  12. 12Error HandlingSlackService

How it's built

Starts on
Someone submitting a form
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail 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?

Plan an afternoon. 12 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 12 steps before you point it at anything that matters.