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Qualify new leads in Google Sheets via OpenAI's GPT-4

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2/3/2026
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This n8n workflow was developed to evaluate and categorize incoming leads based on certain criteria. The workflow is triggered by adding a new row in a Google Sheets document.

The workflow uses the OpenAI node to process the lead information. The system query contains detailed qualification rules and the response format. The user message contains the data for the individual lead.

The JSON response from the OpenAI node is then processed by the Edit Fields node to extract the response. This response is merged together with the original lead data by the Merge node.

Finally, the Google Sheets node updates the original lead entry in the Google Sheets document with the qualification result ("qualified" or "not qualified") in a separate column. This allows for easy tracking and sorting of the qualified leads.

Qualify New Leads in Google Sheets via OpenAI's GPT-4

This n8n workflow automates the process of qualifying new leads by leveraging OpenAI's GPT-4 directly from a Google Sheet. It listens for new rows added to a specified Google Sheet, processes the lead data using AI, and then updates the sheet with the qualification results.

What it does

This workflow simplifies lead qualification by:

  1. Triggering on New Leads: It automatically starts when a new row is added to your designated Google Sheet, indicating a new lead.
  2. Processing Lead Data: It takes the information from the new lead row.
  3. Qualifying with OpenAI: It sends the lead data to OpenAI's GPT-4 model for qualification.
  4. Updating Google Sheets: It updates the original Google Sheet with the qualification results provided by OpenAI.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Account: A running instance of n8n.
  • Google Sheets Account: A Google account with access to Google Sheets.
  • OpenAI API Key: An OpenAI account with API access and sufficient credits to use GPT-4.
  • Google Sheets Credential in n8n: Configured Google Sheets OAuth2 or API key credential in n8n.
  • OpenAI Credential in n8n: Configured OpenAI API key credential in n8n.

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file.
    • In your n8n instance, go to "Workflows" and click "New".
    • Click the "Import from JSON" button and paste the workflow JSON or upload the file.
  2. Configure Credentials:
    • Click on the "Google Sheets Trigger" node and select your pre-configured Google Sheets credential or create a new one. Ensure it has access to the spreadsheet you intend to use.
    • Click on the "OpenAI" node and select your pre-configured OpenAI credential or create a new one using your OpenAI API Key.
    • Click on the "Google Sheets" node and select your pre-configured Google Sheets credential.
  3. Specify Google Sheet Details:
    • In the "Google Sheets Trigger" node, configure the "Spreadsheet ID" and "Sheet Name" to point to your lead sheet.
    • In the "Google Sheets" node, configure the "Spreadsheet ID" and "Sheet Name" to match your lead sheet. Also, specify the column where the AI qualification result should be written (e.g., "Qualification Status").
  4. Customize OpenAI Prompt (Optional):
    • In the "OpenAI" node, review and adjust the prompt to guide GPT-4 on how to qualify your leads based on your specific criteria.
  5. Activate the Workflow:
    • Once all credentials and sheet details are configured, save the workflow and activate it by toggling the "Active" switch in the top right corner.

Now, every time a new row is added to your specified Google Sheet, the workflow will trigger, send the lead data to OpenAI for qualification, and update the sheet with the results.

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