The Problem
New leads arrive through your website form, and someone has to read each one, look up the company and decide who deserves a quick call. Good leads wait in the queue while the team works through the rest, and by the time someone replies, the prospect may have moved on.
What You'll Get
- Each lead scored against your ideal customer profile, with a short reason.
- A short summary of what the lead's company does, taken from their website.
- An instant Slack alert for your strongest leads, with the rest logged for follow-up.
How It Works
- A prospect fills in your website form.
- AI summarizes their company website and scores the lead against rules you write.
- The score and summary are saved to Google Sheets, and strong leads trigger a Slack alert.
What You Need
- A website form, such as Typeform, Tally, Google Forms or your own
- A Google Sheet to keep track of leads
- An OpenAI account
- A Slack workspace
- An n8n account to run the workflow
- About half a day to set it up
Unlock the full step-by-step guide
Enter your email to see the setup steps and the copy-paste prompt. Your workflow file downloads straight away.
- Step-by-step setup
- Copy-paste prompt
- Workflow file to import
Workflow files used in this guide
Sales & Leads
Qualify New Leads in Google Sheets with OpenAI
Score new form or sheet leads with OpenAI and write the verdict back into the same Google Sheet.
Starts on: New Google Sheets row
Google SheetsOpenAI
Sales & Leads
Enrich New Pipedrive Organizations and Notify Slack
When a new organization is added to Pipedrive, scrape its website, summarize it with OpenAI and attach the summary as a note.
Starts on: Pipedrive event
OpenAIPipedriveSlack
