Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

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1. Workflow Overview

Description This n8n workflow automates a speed to lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow up. Good to Know Speed ...

Best for

Lead Generation automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.formtrigger, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatopenai, n8n-nodes-base.switch, n8n-nodes-base.slack, @n8n/n8n-nodes-langchain.outputparserstructured, n8n-nodes-base.set, n8n-nodes-base.gmail

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Raejan Vasquez.

Original n8n.io source

1.1 Workflow description

Title: Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail
Workflow name: Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

Description

This n8n workflow automates a speed-to-lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow-up.

Good to Know

Speed-to-lead focuses on minimizing time from lead capture to sales engagement, boosting conversion rates.

How it works

Triggers on form submission, feeding data into an AI Agent powered by an OpenAI Chat Model with chat memory.
The AI processes leads via a structured output parser, then a switch (rules mode) decides actions like editing fields or sending messages.
Outputs route to Trello (task creation), Gmail (notifications/emails), and possibly other apps for lead nurturing.

How to use

Import the workflow into your n8n instance and connect credentials for OpenAI, Trello, Gmail, and your form tool (e.g., Google Forms).
Test by submitting a form; monitor the AI agent for lead qualification and verify outputs in Trello/Gmail.
Activate the workflow to run live, ensuring webhooks or triggers are set for production forms

Requirements

n8n account (self-hosted or cloud); API keys for OpenAI, Trello, Gmail OAuth2.
Form tool integration (e.g., Google Forms webhook).
For verified creator status: Submit 2-3 approved public workflows via n8n Creator Portal, including this one, to gain the badge and directory listing.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - On form submission

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.5

Block 2 - AI Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3.1

Block 3 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.3

Block 4 - Switch

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.4

Block 5 - Send a message

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.4

Block 6 - Structured Output Parser

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.3

Block 7 - Edit Fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 8 - Send a message1

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

Block 9 - Send a message2

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

Block 10 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail
Complexity	intermediate
Nodes	11
Categories	Lead Generation, AI Summarization
Author	Raejan Vasquez
Published	13 Apr 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/15028/15028.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows AI Summarization workflows

Frequently asked questions

What does Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, AI Summarization use case.

Raejan Vasquez

1 workflow

Nodes

n8n-nodes-base.formtrigger @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatopenai n8n-nodes-base.switch n8n-nodes-base.slack @n8n/n8n-nodes-langchain.outputparserstructured n8n-nodes-base.set n8n-nodes-base.gmail

Complexity

intermediate

Published 13 Apr 2026

Likes 0

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Install path: /data/workflows/15028/15028.json

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Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

Good to Know

How it works

How to use

Requirements

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - On form submission

Block 2 - AI Agent

Block 3 - OpenAI Chat Model

Block 4 - Switch

Block 5 - Send a message

Block 6 - Structured Output Parser

Block 7 - Edit Fields

Block 8 - Send a message1

Block 9 - Send a message2

Block 10 - Sticky Note

Block 11 - Sticky Note1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions