Route insurance quote leads with OpenAI, Airtable, Sheets, Teams, Slack and Twilio
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 41 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Airtable, Google Sheets, OpenAI and Slack and 1 more.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Configure Quote Settings (Code): runs custom JavaScript code
- Normalize Quote Data (Code): runs custom JavaScript code
- Check Airtable Log Usage (If): checks a condition and branches into true / false
- Fetch Airtable Quote Log (Airtable): search
- Skip Airtable Bundle Creation (Code): runs custom JavaScript code
- Create Airtable Lookup Bundle (Code): runs custom JavaScript code
- Check Google Sheets Log Usage (If): checks a condition and branches into true / false
- Read Quote Log from Sheets (Google Sheets): read (sheet)
- Forward Lookup Rows (Code): runs custom JavaScript code
- Combine Sheets Lookup Data (Code): runs custom JavaScript code
…plus 30 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 (10)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Airtable
n8n-nodes-base.airtable - Google Sheets
n8n-nodes-base.googleSheets - OpenAI
@n8n/n8n-nodes-langchain.openAi - Switch
n8n-nodes-base.switch - HTTP Request
n8n-nodes-base.httpRequest - Slack
n8n-nodes-base.slack - Twilio
n8n-nodes-base.twilio
From the author
Quick overview This workflow receives insurance quote submissions via a webhook, normalizes and deduplicates them against Airtable and/or Google Sheets, uses OpenAI to score and classify the lead, then routes hot/warm leads to Microsoft Teams and/or Slack…