Qualify and route consulting leads with GPT‑4.1-mini, Slack and Google Sheets

Description

Who this template is for

This workflow is designed for professional services firms that handle
inbound client inquiries and need a smarter way to qualify, route,
and respond to them.

Ideal for:
Consulting firms
Accounting and bookkeeping firms
Fractional CFO and finance advisory services

What this workflow does

This automation captures client inquiries and uses AI to analyze each
submission in real time.

The workflow:
Classifies the requested service type
Scores lead quality and urgency
Routes inquiries to the appropriate internal team
Sends Slack notifications with AI-generated summaries
Logs qualified leads in Google Sheets
Sends a professional acknowledgment email to the client

High-urgency leads can trigger executive alerts automatically.

How it works

A client submits an inquiry via form or website
Data is normalized and structured
AI evaluates the inquiry and generates a summary
Low-quality leads are filtered out
Qualified leads are routed by service type
Internal teams are notified in Slack
Lead data is logged for tracking and follow-up
The client receives a professional acknowledgment email

How to set up

Connect your form or webhook trigger
Add OpenAI credentials
Connect Slack and Google Sheets
Configure your email provider
Customize routing logic if needed

No credentials or IDs are hardcoded.

Paid template notice

This is a paid n8n workflow template.

To purchase access or request more information, contact:
Hyrum Hurst — AI Automation Engineer
📧 [email protected]

Built by QuarterSmart, specializing in AI automation systems for
consulting, accounting, and finance professionals.

How to customize the workflow

You can extend this workflow by adding:
CRM integrations
Deal value estimation
Follow-up automation
Custom AI prompts per service line