Automation library · Lead generation

Score and route new form leads with OpenAI and Slack

Started by another system calling it, and works across Gmail, Google Sheets, Notion and Slack. It hands the judgement calls to OpenAI. 16 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

Download free
16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 1Logic 9Service 5

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

  1. 1When Lead Form SubmittedWebhookStarts it
  2. 2Initialize Workflow VariablesCodeLogic
  3. 3Classify Lead Email DomainCodeLogic
  4. 4OpenAI Lead ScoringOpen AiModel
  5. 5Parse AI Scoring ResultCodeLogic
  6. 6Check AI Parsing SuccessIfLogic
  7. 7Send Slack Alert for ReviewSlackService
  8. 8If Hot Lead ScoreIfLogic
  9. 9Assign SDR Round RobinCodeLogic
  10. 10Build Standard Lead NotificationCodeLogic
  11. 11Build Hot Lead NotificationCodeLogic
  12. 12Merge Lead NotificationsMergeLogic
  13. 13Notify Slack for Hot LeadSlackService
  14. 14Log Lead in NotionNotionService
  15. 15Send Gmail ConfirmationGmailService
  16. 16Append Lead to Sheet1Google SheetsService

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Notion, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Notion 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. 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.