Automation library · Lead generation

Streamline lead intake and AI routing with Typeform and OpenAI

Started by someone submitting a form, and works across Airtable, Discord and Gmail. It hands the judgement calls to OpenAI. 11 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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11 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 3Service 6

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

  1. 1Typeform TriggerTypeform triggerStarts it
  2. 2Sanitize Lead DataCodeLogic
  3. 3Create a recordAirtableService
  4. 4AI Lead AnalyzerOpen AiModel
  5. 5MergeMergeLogic
  6. 6Route by CategorySwitchLogic
  7. 7Send a messageGmailService
  8. 8Send a message1GmailService
  9. 9Send a message2GmailService
  10. 10Send a message3GmailService
  11. 11Send a message4DiscordService

How it's built

Starts on
Someone submitting a form
Steps
11, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Discord, Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Airtable, Discord and Gmail 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. 11 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 11 steps before you point it at anything that matters.