Route and nurture financial services leads with OpenAI, Gmail and Google Sheets
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 14 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI, Gmail and Google Sheets.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Route by Interest (Switch): routes items into 4 branches
- AI - Business Funding Email (OpenAI): uses OpenAI
- AI - Life Insurance Email (OpenAI): uses OpenAI
- AI - Credit Repair Email (OpenAI): uses OpenAI
- AI - Recruitment Email (OpenAI): uses OpenAI
- Gmail: uses Gmail
- Gmail: uses Gmail
- Gmail: uses Gmail
- Gmail: uses Gmail
- Sheets - Business Funding (Google Sheets): append
…plus 3 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (5)
- Webhook
n8n-nodes-base.webhook - Switch
n8n-nodes-base.switch - OpenAI
@n8n/n8n-nodes-langchain.openAi - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets
From the author
Financial services lead magnet with Lovable/Base44 and n8n Automatically route and nurture leads for Business Funding, Life Insurance, Credit Repair, and Agent Recruitment with hyper-personalized AI-generated emails. How it works 1. Lead Capture via Webhook…