AI Lead Qualification Agent for Google Sheets using OpenAI

Unlock Smarter Lead Prioritization with this AI Agent

This AI Agent automates the critical task of lead qualification directly within your Google Sheets. When new leads are added (e.g., from a Google Form, manual entry, or other integrations), this agent springs into action. It intelligently sends lead details to OpenAI's powerful GPT-4 model, which analyzes the information against your custom-defined criteria. The AI then provides a qualification status (e.g., 'qualified', 'not qualified') and an explanation, which are automatically written back to your Google Sheet. This empowers your sales and marketing teams to focus on the most promising leads, saving time and boosting conversion rates.

This AI Agent's core ability is AI-driven Lead Qualification.

Key Features & Benefits

• Automated Lead Ingestion: Triggers automatically when new rows are added to your specified Google Sheet.
• Intelligent Qualification via OpenAI: Leverages GPT-4 (or compatible models like gpt-4-turbo-preview) to assess leads based on customizable instructions (e.g., team size, business area, decision-maker status).
• Structured AI Output: Receives qualification (rating and explanation) in a consistent JSON format for reliable processing.
• Direct Google Sheet Updates: Enriches your lead list by adding the AI's qualification insights into new columns, making data actionable.
• Time Savings: Drastically reduces manual effort spent sifting through and qualifying new leads.
• Faster Lead Response: Enables sales teams to quickly identify and engage high-potential leads.
• Customizable Criteria: Easily adapt the AI's qualification logic by modifying the prompt in the OpenAI node to fit your specific business needs.

• An n8n instance (Cloud or self-hosted).
• OpenAI API Key with access to a suitable model (e.g., GPT-4, gpt-4-turbo-preview).
• Google Sheets API credentials configured in n8n (OAuth2 recommended).
• A Google Sheet prepared to receive new leads (e.g., connected to a Google Form) and to be updated with qualification data. Ensure it has columns for lead details and for the AI's rating/explanation.

1. Download the n8n workflow JSON file (Qualify new leads in Google Sheets via OpenAI's GPT-4.json).
2. Import the workflow into your n8n instance.
3. Configure the 'Check for new entries' (Google Sheets Trigger) node: Authenticate your Google account, select your Google Sheet document, and the specific sheet where new leads appear. Ensure 'Event' is set to 'Row Added' (or 'Row Added/Updated' as needed) and configure polling settings.
4. In the 'Qualify leads with GPT' (OpenAI) node: Select or create your OpenAI credentials and enter your API Key. Customize the system message in the 'Prompt' section to define your lead qualification criteria, desired output format (e.g., 'qualified', 'not qualified'), and the JSON structure for the reply (the template uses {"rating":"string","explanation":"string"}). Adjust the user message to map the relevant Google Sheet column headers (e.g., {{ $json['Your name'] }}, {{ $json['Email Address'] }}, {{ $json['Your business area'] }}, {{ $json['Your team size'] }}) as input to the AI.
5. Verify the 'Extract JSON reply' (Set) node: This node is configured to parse the JSON output from OpenAI using JSON.parse($json.message.content). Ensure this matches the output structure you defined in the OpenAI node's prompt.
6. Configure the 'Update lead status' (Google Sheets) node: Authenticate and select the same Google Sheet document and sheet. In 'Columns', set the 'Column to Match On' (e.g., 'Timestamp' or another unique identifier from the original lead entry). Map the AI's qualification output (e.g., {{ $json.reply.rating }}, {{ $json.reply.explanation }}) to the appropriate columns in your Google Sheet where you want to store the qualification results.
7. Test the workflow with a sample lead in your Google Sheet.
8. Activate the workflow.