Qualify & auto-reply to leads with OpenAI, Airtable, and Gmail
π§ How it works This workflow turns your website form into a fully automated AI Lead Qualification system. Whenever a new lead submits your form, the workflow: Receives the submission through a Webhook Cleans and normalizes the input fields Uses the AI Agent node to score and qualify the lead Saves all details (including AI analysis) into an Airtable CRM Automatically routes high-quality leads (score β₯ 7) Sends an instant Gmail notification Sends an AI-generated personalized auto-reply back to the lead This gives you a hands-free, intelligent front-door to your business β ensuring you only spend time on high-value opportunities. --- βοΈ Set-up steps These steps help users configure the workflow quickly: Create a Webhook trigger β Copy the webhook URL and add it to your form tool (Tally, Typeform, Webflow, etc.). Prepare your Airtable base β Create a "Leads" table with fields for name, email, website, message, lead score, priority, use case, timeline, budget, and AI notes. Add the AI Agent node β Insert the provided System + User prompts β Enable Structured Output β Paste the JSON Schema included in the sticky note inside the workflow. Connect Airtable β Map the original form fields + AI Agent βoutputβ fields to Airtable columns. Set up the Gmail node β Connect your Gmail account β Configure the notification email and auto-reply templates. Configure the IF node β Score β₯ 7 routes to the βHot Leadβ branch β Everything else is captured but not routed. Run a test submission β Verify that the workflow writes to Airtable β Confirm the Gmail notification + auto-reply are delivered β Adjust prompting if needed. All detailed explanations and prompt configurations are included inside the workflow through sticky notes for easy reference.
By Shri DeshmukhConsolidate and report monthly financial PDFs with Google Drive and Slack
Consolidate and report monthly financial documents using Google Drive and Slack π― Description Streamline your month-end accounting processes with this enterprise-grade automation designed to aggregate, validate, and merge fragmented financial documents into a single, professional reporting bundle. This workflow transforms manual document chaos into a structured, touchless system using Google Drive and Slack. β¨ How to achieve automated document consolidation You can achieve a fully autonomous financial reporting cycle by using the available tools to: List and scan folders β Automatically retrieve all documents from a designated Google Drive folder at the end of each month. Validate file formats β Use an IF Node to ensure only PDF documents (invoices, receipts, statements) are processed, preventing workflow crashes from incompatible file types. Aggregate binary data β Gather separate file streams into a unified data array using the Aggregate Node to ensure stable processing for the merge engine. Merge into master reports β Utilize the HTML to PDF engine to consolidate individual files into one "Monthly Finance Pack" with professional naming conventions. Secure and archive β Upload the consolidated master file back to a secure archive folder in Google Drive. Notify the team β Send a real-time Slack alert with the final filename, ensuring the accounting team knows exactly when the report is ready. π‘ Key features Intelligent filtering and validation The workflow auto-detects MIME types to filter out non-PDF noise and system files. This ensures a consistent input for the merge engine and prevents processing errors. Advanced data aggregation By utilizing the Aggregate Node, the workflow handles multiple binary files simultaneously. This architecture prevents the "looping errors" common in basic PDF workflows and maintains document order during the merge process. Dynamic time-stamping with Luxon A critical technical feature of this template is the use of Luxon expressions for professional document naming. By utilizing {{ $now.setZone('America/New_York').toFormat('MMMM yyyy') }} within the Slack and upload nodes, the workflow automatically generates accurate timestamps. This eliminates manual renaming and ensures your archives are perfectly organized by month and year. π― Perfect for Finance departments β Consolidate hundreds of monthly vendor invoices into one audit-ready file. Property managers β Bundle monthly utility bills and maintenance receipts for property owners. Freelancers and agencies β Collate all business expenses for the month to send to a tax preparer. π¦ What you will need Required integrations: Google Drive β Source folder for documents and destination for the final bundle. HTML to PDF Node β The core engine for PDF merging operations. Slack β For automated team notifications and status updates. π Expected results 90% time savings β Reduce manual report creation from 30 minutes to seconds. Zero lost documents β Maintain a complete digital trail with automatic archival. Audit readiness β Ensure a consistent naming and storage structure for all past financial reports. Ready to automate your reporting? Import this template, connect your credentials, and turn your monthly document collection into a 100% automated workflow.
By Jitesh Dugar