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

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

1. A client submits an inquiry via form or website
2. Data is normalized and structured
3. AI evaluates the inquiry and generates a summary
4. Low-quality leads are filtered out
5. Qualified leads are routed by service type
6. Internal teams are notified in Slack
7. Lead data is logged for tracking and follow-up
8. 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