Automation library · Lead generation

Speed to Lead: SMS Qualification (Solar Installers)

Started by another system calling it, and works across Supabase and Twilio. It hands the judgement calls to OpenAI. 25 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

Download free
25 stepsLarge: read it before trusting it with anything live
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 3Model 1Logic 7Service 14

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

  1. 1New Lead, Website FormWebhookStarts it
  2. 2Incoming SMS ReplyWebhookStarts it
  3. 3Parse Lead DataSetLogic
  4. 4Parse SMS ReplySetLogic
  5. 5Save Lead to SupabaseSupabaseService
  6. 6Fetch Conversation HistorySupabaseService
  7. 7Initialise Conversation MemorySupabaseService
  8. 8Save User MessageSupabaseService
  9. 9Send Greeting SMSTwilioService
  10. 10Respond to WebhookRespond To WebhookStarts it
  11. 11Build AI PromptCodeLogic
  12. 12Send Q1, OwnershipTwilioService
  13. 13Message a modelOpen AiModel
  14. 14Check if CompleteCodeLogic
  15. 15Conversation Complete?IfLogic
  16. 16Disqualified?IfLogic
  17. 17Save Assistant ReplySupabaseService
  18. 18Mark Disqualified in SupabaseSupabaseService
  19. 19Hot Lead?IfLogic
  20. 20Send Next QuestionTwilioService
  21. 21Hot, Book Consultation SMSTwilioService
  22. 22Warm/Cold, Soft Booking SMSTwilioService
  23. 23Update Lead Score in SupabaseSupabaseService
  24. 24Send to CRMHttp RequestService
  25. 25Alert Sales Rep via SMSTwilioService

How it's built

Starts on
Another system calling it
Steps
25, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Supabase, Twilio
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Supabase 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. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 25 steps it is large: read it before trusting it with anything live.

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 25 steps before you point it at anything that matters.