Automation library · Lead generation

Unified lead capture & qualification pipeline with OpenAI

Started by another system calling it, and works across Google Sheets, Mailchimp and Slack. It hands the judgement calls to OpenAI. 10 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 2Model 1Logic 2Service 5

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

  1. 1Trigger: New Lead CaptureWebhookStarts it
  2. 2AI Lead ParserOpen AiModel
  3. 3Parse AI ResponseCodeLogic
  4. 4Check Lead QualityIfLogic
  5. 5CRM: Create/Update LeadHttp RequestService
  6. 6Database: Add to Lead SheetGoogle SheetsService
  7. 7Email Marketing: Add to Nurture ListMailchimpService
  8. 8Notify: Hot Lead to Sales TeamSlackService
  9. 9Notify: New Lead to MarketingSlackService
  10. 10Webhook ResponseRespond To WebhookStarts it

How it's built

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

Questions

What does it need to run?

An n8n account, plus your own Google Sheets, Mailchimp 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. 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.