The flow
Starts it 2Logic 11Service 5
The steps in the order they run, from what starts it.
- 1When Intake Form Is SubmittedWebhookStarts it
- 2When Weekly Intake Summary ChecksSchedule triggerStarts it
- 3Parse Intake Form DataCodeLogic
- 4Read Weekly Intake Log From SheetsGoogle SheetsService
- 5Score Lead Fit And RouteCodeLogic
- 6Compute Weekly Intake SummaryCodeLogic
- 7Append Intake Log To SheetsGoogle SheetsService
- 8If Lead Is HotIfLogic
- 9Build Weekly Intake Summary EmailCodeLogic
- 10Build Lead Auto Reply MessageCodeLogic
- 11Build Hot Lead Alert MessageCodeLogic
- 12Send Weekly Intake Summary EmailEmail SendService
- 13Run Compliance WorkflowExecute WorkflowLogic
- 14Run Compliance Audit WorkflowExecute WorkflowLogic
- 15If Auto Reply Is ApprovedIfLogic
- 16Send Hot Lead Alert EmailEmail SendService
- 17Send Lead Auto Reply EmailEmail SendService
- 18Skip Lead Email Opt-OutNo OpLogic
How it's built
- Starts on
- Another system calling it
- Steps
- 18, with 2 branches
- Size
- Medium: a working afternoon
- Connects to
- Email, Google Sheets
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email and Google Sheets accounts. 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?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
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.
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.