Automated Lead Qualification & Gmail Reporting with AI
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Streamline your sales process by automatically qualifying leads from Tally Forms using advanced AI models and delivering detailed reports directly to your Gmail inbox.
About This Workflow
This n8n workflow revolutionizes lead qualification by integrating Tally Forms with powerful Large Language Models (LLMs) via OpenRouter. When a new submission arrives from your Tally form, it's fed into a sophisticated AI analysis. The AI acts as an expert sales lead qualifier, dissecting the form data to generate a comprehensive report. This report includes a concise summary, identification of key AI challenges and project goals, actionable recommendations, and potential objections. The workflow then intelligently forwards this AI-generated qualification report as a professional email directly to your designated Gmail inbox, ensuring your sales team is always equipped with the insights needed to engage prospects effectively.
Key Features
- Automated Lead Qualification: Leverages AI to analyze and qualify incoming leads.
- Seamless Tally Forms Integration: Connects directly to your Tally form submissions.
- Advanced AI Models: Utilizes Qwen3 and Gemini 2.5 Pro via OpenRouter for robust analysis.
- Gmail Reporting: Delivers detailed, AI-generated qualification reports directly to your inbox.
- Customizable Email Recipients: Easily configure who receives the lead qualification reports.
How To Use
- Set Up Tally Form: Create a Tally form to collect lead information and integrate its webhook with your n8n instance.
- Configure Email Recipient: In the 'Set Email' node, replace 'insert-your-email' with the Gmail address that should receive the qualification reports.
- Connect AI Models: Ensure your OpenRouter credentials are set up in n8n. The workflow uses 'qwen/qwen3-235b-a22b-07-25' and 'google/gemini-2.5-pro' by default, but you can adjust these in the respective AI nodes.
- Deploy Webhook: Paste your n8n webhook production URL into your Tally form's integrations.
- Activate Workflow: Once configured, the workflow will automatically trigger upon new Tally form submissions, processing the data and sending the AI-generated report to your Gmail.
Apps Used
Workflow JSON
{
"id": "da1e4b55-ece8-4fe0-82a3-101946245f2d",
"name": "Automated Lead Qualification & Gmail Reporting with AI",
"nodes": 18,
"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: da1e4b55-ece8...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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