Automation library · Lead generation

Triage inbound leads with OpenAI and Slack

Started by another system calling it, and works across Google Sheets and Slack. It hands the judgement calls to OpenAI. 9 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 3Model 1Logic 2Service 3

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

  1. 1Lead WebhookWebhookStarts it
  2. 2AI Lead ClassifierOpen AiModel
  3. 3Parse Triage ResultCodeLogic
  4. 4Slack Error AlertSlackService
  5. 5Is Hot Lead?IfLogic
  6. 6Respond With ErrorRespond To WebhookStarts it
  7. 7Slack Hot Lead AlertSlackService
  8. 8Log Lead to Google SheetsGoogle SheetsService
  9. 9Respond OKRespond To WebhookStarts it

How it's built

Starts on
Another system calling it
Steps
9, with 1 branch
Size
Medium: a working afternoon
Connects to
Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets 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. 9 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 9 steps before you point it at anything that matters.