Automate Lead Enrichment from Google Sheets with AI
detail.loadingPreview
Seamlessly enrich your lead data directly from Google Sheets using AI. This workflow automatically identifies leads needing further information and leverages AI to parse and structure their details.
About This Workflow
This n8n workflow automates the critical process of lead enrichment by integrating directly with your Google Sheets. It intelligently monitors your 'Test Database' spreadsheet, specifically looking for changes in the 'status' column. Leads marked with 'needs more enrichment' or those without a status are automatically queued for AI-powered data processing. Utilizing OpenAI's advanced models, the workflow extracts and structures a comprehensive set of lead information based on a predefined JSON schema. This ensures your CRM or sales tools are populated with rich, accurate, and consistently formatted data, significantly reducing manual effort and improving sales outreach.
The system is designed for flexibility, allowing you to manually trigger enrichment for specific leads or let it run on a schedule. It also includes a robust error-handling mechanism with the 'Auto-fixing Output Parser' to catch and log any processing issues.
Key Features
- Real-time Google Sheets Monitoring: Automatically triggers based on status updates in your Google Sheet.
- AI-Powered Data Extraction: Leverages advanced AI models to parse and structure lead information.
- Customizable Data Schema: Define the exact fields you need for comprehensive lead profiles.
- Automated Error Handling: Recovers from common AI parsing issues and logs errors for review.
- Flexible Triggering: Supports both automated monitoring and manual re-enrichment requests.
How To Use
- Connect Google Sheets: Authenticate your Google Sheets account and select your 'Test Database' spreadsheet and the 'sampleATcsv' sheet.
- Configure Trigger: Set the 'Google Sheets Trigger' to watch the 'status' column and poll every minute for changes.
- Define Enrichment Logic: Use the 'Sticky Note' to guide your team on how to mark leads for enrichment (e.g., leave 'status' blank or set to 'needs more enrichment'). The 'Filter the leads that needs enrichment' node will catch these.
- Set up AI Model: Authenticate your OpenAI account and select your preferred model (e.g., 'gpt-4o-mini') in the 'OpenAI Chat Model1' node.
- Define Data Schema: Configure the 'Structured Output Parser' with your desired JSON schema for lead data. This schema defines all the fields you want to extract.
- Implement Auto-fixing: Connect the 'OpenAI Chat Model1' to the 'Auto-fixing Output Parser' to handle potential AI output errors, specifically focusing on extracting essential fields like first name, last name, email, and logging any scrape errors.
- Process and Refine: Connect the 'Auto-fixing Output Parser' to further processing nodes (like 'Remove unneccessary fields for the prompt' and 'Set') to clean and prepare the enriched data before it's used downstream.
Apps Used
Workflow JSON
{
"id": "6e8ca667-a723-4913-9d01-ae8b00428a31",
"name": "Automate Lead Enrichment from Google Sheets with AI",
"nodes": 24,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 6e8ca667-a723...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
Statistics
Related Workflows
Discover more workflows you might like
Typeform to HubSpot Lead Qualification & Gmail Follow-up
Streamline your lead capture process by automatically syncing Typeform submissions to HubSpot. Qualify leads based on their interest and send personalized follow-up emails instantly. This workflow ensures no lead is missed and interested prospects receive immediate attention.
Automate LinkedIn Job Change Monitoring and Role Classification
Proactively track career shifts within your LinkedIn network. This n8n workflow utilizes Airtop to automatically extract detailed job change information, including new positions, LinkedIn profiles, and functional classifications, enabling timely outreach and CRM updates.
Automated Smart Lead Qualification and Hot Lead Alerts
Instantly qualify inbound leads from your forms by automatically verifying emails, scoring customer fit with MadKudu, and alerting your sales team about high-potential prospects via Gmail. Streamline your lead funnel and ensure your sales team focuses on the hottest opportunities.