Automate Lead Intent Classification from Google Sheets to ClickUp with Azure GPT-4

Description

Description
Automatically analyze incoming lead replies from Google Sheets using Azure OpenAI GPT-4, classify their intent (Demo Request, Pricing, Objection, etc.), and create actionable follow-up tasks in ClickUp — all without manual intervention. Streamline your sales response workflow and never miss a lead again. 🤖📩📈

What This Template Does
Triggers every 15 minutes to check for new lead replies in Google Sheets. ⏰
Prepares lead data for AI analysis by standardizing input fields. 🧩
Uses Azure OpenAI GPT-4 to classify lead intent (Demo Request, Pricing Inquiry, Objection, etc.). 🧠
Routes leads based on intent to the corresponding follow-up handler. 🔀
Creates new ClickUp tasks with calculated due dates, descriptions, and pipeline stages. 🗂️
Adds structured checklists to each task for consistent sales follow-ups. ✅
Loops through multiple tasks while respecting ClickUp API rate limits. 🔁

Key Benefits
✅ Saves hours of manual lead qualification and task creation.
✅ Ensures no lead reply is ignored or delayed.
✅ Standardizes intent-based follow-ups for sales teams.
✅ Enhances productivity with AI-driven decision logic.
✅ Maintains clear visibility across CRM and task systems.

Features
15-minute recurring trigger to monitor new replies.
AI-powered intent classification using Azure OpenAI GPT-4.
Multi-category routing logic for personalized next steps.
Seamless ClickUp integration for automated task generation.
Smart checklist creation for follow-up management.
Batch loop processing to avoid rate-limit errors.

Requirements
n8n instance (cloud or self-hosted).
Google Sheets OAuth2 credentials with read access.
Azure OpenAI GPT-4 API credentials.
ClickUp API token with workspace permissions.
Target Audience
Sales and marketing teams managing inbound leads. 💼
Agencies automating client qualification workflows. 🏢
Startups improving lead follow-up efficiency. 🚀
Teams integrating AI-driven insights into CRM processes. 🌐

Step-by-Step Setup Instructions
Connect Google Sheets with your lead replies document. 📊
Add Azure OpenAI GPT-4 API credentials for intent analysis. 🧠
Configure ClickUp workspace details — team, space, folder, and list IDs. ⚙️
Set your preferred trigger interval (default: every 15 minutes). ⏰
Run a test with sample data to confirm intent mapping and task creation. ✅
Activate the workflow to automatically classify leads and create ClickUp tasks. 🚀