Automation library · Lead generation

Score and route HVAC leads with OpenAI and Twilio

Started by another system calling it, and works across Gmail, HubSpot, Slack and Twilio. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 10 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

10 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 4Logic 1Service 4

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

  1. 1When Lead SubmittedWebhookStarts it
  2. 2OpenAI GPT-5 ModelLm Chat Open AiModel
  3. 3Memory for Lead DetailsMemory Buffer WindowModel
  4. 4Parse AI OutputOutput Parser StructuredModel
  5. 5Lead Scoring AgentAgentModel
  6. 6If Lead is HotIfLogic
  7. 7Send SMS via TwilioTwilioService
  8. 8Post Alert to SlackSlackService
  9. 9Email Follow-up via GmailGmailService
  10. 10Create Contact in HubSpotHubspotService

How it's built

Starts on
Another system calling it
Steps
10, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, HubSpot, Slack, Twilio
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Gmail, HubSpot, Slack and Twilio 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. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.