Automate lead intent classification from Google Sheets to ClickUp with Azure GPT-4
Ready for 3.0What this workflow does
This AI workflow has 17 nodes and runs on a schedule (every 15 minutes). Along the way it connects Google Sheets, ClickUp and Azure OpenAI Chat Model.
How it runs
Trigger: On a schedule (every 15 minutes).
- Google Sheets: uses Google Sheets
- Prepare Data for Classification (Edit Fields (Set)): sets 5 fields: leadId, leadName, replyMessage…
- AI Intent Classification (AI Agent): runs an AI agent, with model: Azure OpenAI Chat Model; memory: Simple Memory; output parser: Structured Output Parser
- Extract Intent Result (Edit Fields (Set)): sets 2 fields: intent, originalData
- Switch: routes items into 4 branches
- Map Demo Next Steps (Edit Fields (Set)): sets 5 fields: nextStep, pipelineStage, dueDate…
- Map Pricing Next Steps (Edit Fields (Set)): sets 5 fields: nextStep, pipelineStage, dueDate…
- Map Objection Next Steps (Edit Fields (Set)): sets 5 fields: nextStep, pipelineStage, dueDate…
- Map Default Next Steps (Edit Fields (Set)): sets 5 fields: nextStep, pipelineStage, dueDate…
- ClickUp: uses ClickUp
…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 (11)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Google Sheets
n8n-nodes-base.googleSheets - Edit Fields (Set)
n8n-nodes-base.set - Switch
n8n-nodes-base.switch - ClickUp
n8n-nodes-base.clickUp - HTTP Request
n8n-nodes-base.httpRequest - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
Description Automatically analyze incoming lead replies from Google Sheets using Azure OpenAI GPT-4, classify their intent (Demo Request, Pricing, Objection, etc.), and create actionable follow-up tasks in ClickUp — all without manual intervention. Streamline…