Automation library · Lead generation

Qualify, route, and reply to agency leads with OpenAI

Started by someone submitting a form, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 3Logic 3Service 8

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

  1. 1Lead Intake FormForm triggerStarts it
  2. 2OpenAI Lead AnalysisLm Chat Open AiModel
  3. 3Lead Fields ParserOutput Parser StructuredModel
  4. 4Weekly Monday 9amSchedule triggerStarts it
  5. 5AI Qualify, Enrich & Draft ReplyAgentModel
  6. 6Read All LeadsGoogle SheetsService
  7. 7Prepare Lead RecordSetLogic
  8. 8Build Pipeline DigestCodeLogic
  9. 9Log Lead to Google SheetsGoogle SheetsService
  10. 10Email Weekly Pipeline DigestGmailService
  11. 11Route by Lead TierSwitchLogic
  12. 12Send Reply to Hot LeadGmailService
  13. 13Send Nurture Reply to Warm LeadGmailService
  14. 14Send Polite Reply to Cold LeadGmailService
  15. 15Flag Lead for Manual ReviewGmailService
  16. 16Alert Sales TeamGmailService

How it's built

Starts on
Someone submitting a form
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail and Google Sheets 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. 16 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 16 steps before you point it at anything that matters.