🎣 Qualify and route consulting leads with GPT‑4.1-mini, Slack and Google Sheets
⚡ 9 views · 🎣 Lead Generation & Enrichment
Description
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
- Fractional CFO and finance advisory services
What this workflow does
This automation captures client inquiries and uses AI to analyze each submission in real time.
The workflow:
- Classifies the requested service type
- Scores lead quality and urgency
- Routes inquiries to the appropriate internal team
- Sends Slack notifications with AI-generated summaries
- Logs qualified leads in Google Sheets
- Sends a professional acknowledgment email to the client
High-urgency leads can trigger executive alerts automatically.
How it works
- A client submits an inquiry via form or website
- Data is normalized and structured
- AI evaluates the inquiry and generates a summary
- Low-quality leads are filtered out
- Qualified leads are routed by service type
- Internal teams are notified in Slack
- Lead data is logged for tracking and follow-up
- The client receives a professional acknowledgment email
How to set up
- Connect your form or webhook trigger
- Add OpenAI credentials
- Connect Slack and Google Sheets
- Configure your email provider
- Customize routing logic if needed
No credentials or IDs are hardcoded.
Paid template notice
This is a paid n8n workflow template.
To purchase access or request more information, contact: Hyrum Hurst — AI Automation Engineer 📧 hyrum@quartersmart.com
Built by QuarterSmart, specializing in AI automation systems for consulting, accounting, and finance professionals.
How to customize the workflow
You can extend this workflow by adding:
- CRM integrations
- Deal value estimation
- Follow-up automation
- Custom AI prompts per service line
🔗 Nodes Used
Google Sheets, Slack, Webhook, Gmail, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File