Templates / Qualify legal intake leads with Google Sheets, email, and compliance guardrails

Qualify legal intake leads with Google Sheets, email, and compliance guardrails

Ready for 3.0

by Dele Tosh @ Protomated ✓ · 3 views · created 2026-09-08 · Lead Generation, AI Summarization

Ready 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 workflow has 18 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

  1. Parse Intake Form Data (Code): runs custom JavaScript code
  2. Read Weekly Intake Log From Sheets (Google Sheets): read
  3. Score Lead Fit And Route (Code): runs custom JavaScript code
  4. Compute Weekly Intake Summary (Code): runs custom JavaScript code
  5. Append Intake Log To Sheets (Google Sheets): append
  6. If: checks a condition and branches into true / false
  7. Build Weekly Intake Summary Email (Code): runs custom JavaScript code
  8. Build Lead Auto Reply Message (Code): runs custom JavaScript code
  9. Build Hot Lead Alert Message (Code): runs custom JavaScript code
  10. Send Weekly Intake Summary Email (Send Email): sends an email over SMTP

…plus 5 more steps. See the full node list below.

Services it uses

Google Sheets

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 (8)

From the author

Quick Overview This workflow receives intake form submissions via webhook, scores and routes leads using configurable keyword rules, logs every submission to Google Sheets, sends a compliance-checked auto-reply email, and alerts an attorney for hot leads,…

Excerpt from Dele Tosh @ Protomated's description on n8n.io.

View the original on n8n.io → Check your own copy

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