Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS
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 15 nodes and runs when someone submits an n8n form (“HVAC Service Request”). Along the way it connects Google Sheets, OpenAI Chat Model, Slack and Google Calendar and 1 more.
How it runs
Trigger: When someone submits an n8n form (“HVAC Service Request”).
- Workflow Configuration (Edit Fields (Set)): sets 5 fields: installationSlackChannel, repairSlackChannel, maintenanceSlackChannel…
- Normalize Lead Data (Edit Fields (Set)): sets 7 fields: leadName, leadEmail, leadPhone…
- Store Lead in Google Sheets (Google Sheets): append or update
- Classify Lead Urgency and Service Type (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Route by Service Type (Switch): routes items into 3 branches
- Notify Installation Team (Slack): uses Slack
- Notify Repair Team (Slack): uses Slack
- Notify Maintenance Team (Slack): uses Slack
- Send Confirmation Email to Lead (Send Email): sends an email over SMTP
- Schedule Appointment (Google Calendar): uses Google Calendar
…plus 2 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 (12)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Switch
n8n-nodes-base.switch - Slack
n8n-nodes-base.slack - Send Email
n8n-nodes-base.emailSend - Google Calendar
n8n-nodes-base.googleCalendar - Twilio
n8n-nodes-base.twilio - HTTP Request
n8n-nodes-base.httpRequest
From the author
Who this workflow is for Door-to-door HVAC companies seeking automated lead capture and appointment scheduling. What this workflow does AI classifies incoming leads, routes them by service type, logs lead info in Google Sheets, notifies team via Slack, sends…