Qualify New Leads in Google Sheets with OpenAI

Leads land in a spreadsheet from a form, and someone has to read each row to decide who is worth a call. Good leads wait while the list grows.

A founder collects demo requests through Google Forms. The workflow reads each new row, asks OpenAI to judge it against your qualification instructions and adds the result in its own column, so the sales team can sort the sheet by the answer.

1. 1Watches a Google Sheet for new rows, such as responses from a connected Google Form.
2. 2Sends each row to OpenAI with your qualification instructions as the system message.
3. 3Merges the original row with the AI response.
4. 4Updates the matching row in the sheet, using a unique column such as the form timestamp.

• A Google Sheet, standalone or linked to Google Forms
• An OpenAI API key
• Written qualification criteria for your business

• You write and maintain the qualification instructions.
• Your team decides who to contact. The workflow only labels rows.

• Match rows on a column that is unique for every entry, or results can land on the wrong lead.
• The AI can only judge what the form captured. Ask for company and role if they matter to you.

This template is the starting point for a full guide with setup steps and prompts:

• Score and Route New Sales Leads Automatically