Qualify New Leads in Google Sheets Using OpenAI's GPT-4
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Automate lead qualification by integrating Google Sheets with OpenAI's GPT-4. This workflow processes new entries, analyzes lead quality based on defined criteria, and updates the sheet with the qualification status.
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About This Workflow
Overview
This n8n workflow automates the process of qualifying new leads entered into a Google Sheet. It leverages OpenAI's GPT-4 to analyze lead information based on predefined criteria, such as decision-maker status and email domain. The 'Check for new entries' node (Google Sheets Trigger) monitors for new rows, which are then passed to 'Qualify leads with GPT' (OpenAI) for analysis. The 'Extract JSON reply' node processes the GPT-4 response, and the 'Merge' node combines the original data with the GPT-4 output. Finally, the 'Update lead status' node (Google Sheets) updates the original Google Sheet with the qualification results, enabling efficient lead management and prioritization.
Key Features
- Automatically trigger workflow on new Google Sheet entries.
- Utilize OpenAI's GPT-4 for sophisticated lead qualification.
- Customizable qualification criteria defined in the OpenAI system message.
- Seamlessly merge lead data with GPT-4 analysis results.
- Update Google Sheets in real-time with lead qualification status.
How To Use
- Set up Google Sheet: Create or select a Google Sheet to store lead data. Ensure it has columns for 'Your name', 'Email Address', 'Your business area', and 'Your team size'. The 'Timestamp' column is used for matching rows.
- Configure Trigger: Set up the 'Check for new entries' node to trigger when a new row is added to your Google Sheet.
- Define Qualification Criteria: In the 'Qualify leads with GPT' node, customize the system message to outline your specific lead qualification rules.
- Map and Merge Data: Ensure the 'Merge' node correctly combines the data from the Google Sheet and the GPT-4 response.
- Update Sheet: Configure the 'Update lead status' node to specify the Google Sheet document and the column where the GPT-4 'rating' and 'explanation' should be inserted.
Apps Used
Workflow JSON
{
"id": "91e0c8ab-fabe-4189-8017-c8679e1c5bad",
"name": "Qualify New Leads in Google Sheets Using OpenAI's GPT-4",
"nodes": 0,
"category": "Google Drive and Google Sheets",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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