Automation library · Lead generation

WhatsApp AI Lead Qualifier with Scoring

Started by an incoming WhatsApp message, and works across Google Sheets, Telegram and WhatsApp. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 15 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

15 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 5Service 6

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

  1. 1WhatsApp TriggerWhats App triggerStarts it
  2. 2Conversation MemoryMemory Buffer WindowModel
  3. 3Check Existing LeadsGoogle Sheets ToolService
  4. 4OpenAI Chat ModelLm Chat Open AiModel
  5. 5Filter Valid MessagesIfLogic
  6. 6Lead Qualification AgentAgentModel
  7. 7Extract Message DataSetLogic
  8. 8Parse Agent OutputCodeLogic
  9. 9Is Qualified?IfLogic
  10. 10Log Lead to SheetGoogle SheetsService
  11. 11Reply to Lead - OngoingWhats AppService
  12. 12Is HOT?IfLogic
  13. 13Alert Sales TeamTelegramService
  14. 14Reply to Lead - QualifiedWhats AppService
  15. 15Reply to Lead - HOTWhats AppService

How it's built

Starts on
An incoming WhatsApp message
Steps
15, with 3 branches
Size
Medium: a working afternoon
Connects to
Google Sheets, Telegram, WhatsApp
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Google Sheets, Telegram and WhatsApp accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 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 15 steps before you point it at anything that matters.