Qualify and route consulting leads with GPT‑4.1-mini, Slack and Google Sheets

by Hyrum Hurst ✓ · 24 views · created 2026-01-16 · Lead Generation, AI Summarization

What this workflow does

This AI workflow has 17 nodes and runs when an HTTP GET request hits its webhook URL. Along the way it connects OpenAI Chat Model, Slack, Google Sheets and Gmail.

How it runs

Trigger: When an HTTP GET request hits its webhook URL.

1. Workflow Configuration (Edit Fields (Set)): sets or maps fields
2. Normalize Intake Data (Edit Fields (Set)): sets or maps fields
3. AI Lead Classifier (AI Agent): runs an AI agent, with model: OpenAI Model - Lead Classifier; output parser: Lead Classification Schema
4. Filter Lead Quality (If): checks a condition and branches into true / false
5. Route by Service Type (Switch): routes items into branches
6. Notify Team - Consulting (Slack): uses Slack
7. Notify Team - Accounting (Slack): uses Slack
8. Notify Team - Fractional CFO (Slack): uses Slack
9. Log Qualified Lead (Google Sheets): uses Google Sheets
10. Generate Client Acknowledgment (AI Agent): runs an AI agent, with model: OpenAI Model - Email Writer

…plus 3 more steps. See the full node list below.

Services it uses

OpenAI Chat ModelSlackGoogle SheetsGmail

Before you upgrade to n8n 3.0

Nodes used (10)

• Webhookn8n-nodes-base.webhook
• Edit Fields (Set)n8n-nodes-base.set
• OpenAI Chat Model@n8n/n8n-nodes-langchain.lmChatOpenAi
• Structured Output Parser@n8n/n8n-nodes-langchain.outputParserStructured
• AI Agent@n8n/n8n-nodes-langchain.agent
• Ifn8n-nodes-base.if
• Switchn8n-nodes-base.switch
• Slackn8n-nodes-base.slack
• Google Sheetsn8n-nodes-base.googleSheets
• Gmailn8n-nodes-base.gmail

From the author

Who this template is for This workflow is designed for professional services firms that handle inbound client inquiries and need a smarter way to qualify, route, and respond to them. Ideal for: - Consulting firms - Accounting and bookkeeping firms -…

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