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Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs

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Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This n8n template captures every “Request a Demo” booking in Calendly, uses OpenAI to score and qualify leads in real time, routes them into the correct Saleshandy sequence, and logs all data in Go...

Best for

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

Tools used

n8n-nodes-base.switch, n8n-nodes-base.set, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatopenai, n8n-nodes-base.webhook, n8n-nodes-base.wait, n8n-nodes-base.httprequest, n8n-nodes-base.googlesheets

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Dhruv from Saleshandy.

Original n8n.io source

1.1 Workflow description

Title
Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs
Workflow name
Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs

This n8n template captures every “Request a Demo” booking in Calendly, uses OpenAI to score and qualify leads in real time, routes them into the correct Saleshandy sequence, and logs all data in Google Sheets for full GTM visibility.

Use cases include:

Empowering SDR teams to focus on high-value demos Providing growth marketers with reliable funnel metrics Automating triage for B2B AE teams overwhelmed by demo requests

Good to know

OpenAI GPT-4 calls cost based on token usage—you can expect ~1,200 tokens per lead. Calendly API rate-limits at 180 requests/min; consider batching if volume spikes. Google Sheets writes are single-threaded; high-volume users may opt for Airtable or BigQuery.

How it works

Capture – Webhook node listens for every new “Request a Demo” form submission in Calendly.

Score – AI Agent node sends job title, company size, domain quality, and custom questions to OpenAI; returns a 1–10 score plus label (Qualified/Semi-qualified/Unqualified).

Verify meeting – HTTP Request node confirms via the Calendly API that a slot was actually scheduled.

Route – Switch node selects the appropriate Saleshandy sequence ID (Qualified, Nurture, Disqualify).

Send – HTTP Request nodes add each prospect to the chosen Saleshandy sequence.

Log – Google Sheets nodes write to three tabs (Qualified, Semi-qualified, Unqualified) with lead data, score, routing path, and timestamp.

Prerequisites

n8n workspace Accounts & API credentials for: Calendly OpenAI (GPT-4 or GPT-3.5) Google Sheets Saleshandy

Step-by-Step Setup

1. Import the n8n Template Upload the JSON file into your n8n workspace.

2. Add Required Credentials In n8n → Credentials, add: Calendly: Personal Access Token (PAT) OpenAI: API Key Google Sheets: OAuth2 connection Saleshandy: API Key

3. Calendly Setup Go to Calendly Webhook Docs Create a Routing Form in Calendly. Generate your access token. Use Postman or any API client to: Make a POST request to create a webhook subscription. Use your n8n webhook URL in the url field. Add your Authorization token and extract the Organization ID. Paste the webhook URL into the Calendly Routing Form.

4. Set Your Saleshandy Sequences In n8n, locate the Set: Sequence IDs node. Replace the placeholder text with: Your actual Qualified Semi-qualified and Unqualified Saleshandy sequence step IDs.

5. Configure Google Sheets Create a spreadsheet with the following tabs: Qualified Semi-qualified Unqualified In n8n, connect the three Google Sheets nodes to this file.

Customising this workflow

Adjust scoring logic – Modify the OpenAI prompt in the AI Agent node to weight ARR, industry, or headcount differently.

Refine thresholds – Change the Switch node rules for score ranges (e.g., Qualified ≥8, Semi-qualified 5–7).

Swap destinations – Edit HTTP Request nodes to integrate with your CRM or email platform instead of Saleshandy.

Enhance logging – Replace Google Sheets with Airtable, BigQuery, or another analytics store.

Add notifications – Insert Slack or Microsoft Teams nodes after routing to alert reps instantly.

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 - Switch

Type / Role
n8n-nodes-base.switch - switch
Config choices
Version 3.2

Block 2 - Edit Fields

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

Block 3 - AI Agent4

Type / Role
@n8n/n8n-nodes-langchain.agent - agent
Config choices
Version 2

Block 4 - OpenAI Chat Model3

Type / Role
@n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices
Version 1.2

Block 5 - Get data from calendly

Type / Role
n8n-nodes-base.webhook - webhook
Config choices
Version 2

Block 6 - Wait for meeting booked

Type / Role
n8n-nodes-base.wait - wait
Config choices
Version 1.1

Block 7 - get status, if meeting booked

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 8 - switch meeting booked

Type / Role
n8n-nodes-base.switch - switch
Config choices
Version 3.2

Block 9 - Add to sequence for qualified

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 10 - Add to sequence for unqualified

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 11 - Add to sequence for semi-qualified

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 12 - Append row for meeting booked

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 13 - Append row for qualified

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 14 - Append row for unqualified

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 15 - Append row for semi-qualified

Type / Role
n8n-nodes-base.googleSheets - googleSheets
Config choices
Version 4.6

Block 16 - Sticky Note10

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

Block 17 - Sticky Note11

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

Block 18 - Sticky Note12

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

Block 19 - Sticky Note6

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

Block 20 - Sticky Note7

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

Block 21 - Sticky Note2

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

Block 22 - Sticky Note

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

Block 23 - Sticky Note1

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

Block 24 - Sticky Note3

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

Showing the first 24 of 27 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs
Complexity advanced
Nodes 27
Categories Lead Generation, AI Summarization
Author Dhruv from Saleshandy
Published 10 Jul 2025

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/5830/5830.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Qualify Calendly demo requests with GPT-4 & route to Saleshandy sequences with logs do?

This n8n template captures every “Request a Demo” booking in Calendly, uses OpenAI to score and qualify leads in real time, routes them into the correct Saleshandy sequence, and logs all data in Go...

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.