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Learn to build a comprehensive lead management automation workflow using n8n in this 23-minute tutorial. Follow along as the instructor demonstrates how to create a no-code system that starts with Google Form submissions and automatically processes new leads through multiple stages. Master the setup of a Google Sheets trigger to capture form data, then implement GPT-4o integration to generate personalized welcome emails and categorize leads by potential value. Configure automated email delivery to new prospects, update lead status and tags in your Google Sheets database, and establish Slack notifications to keep your team informed about new leads with essential details. Test the complete workflow to ensure proper functionality across all automation steps. Access the provided template, custom prompts, and JavaScript functions through the instructor's free community to implement this time-saving lead nurturing system that enhances team responsiveness and streamlines prospect onboarding for businesses managing clients, orders, or new prospects.
Syllabus
00:00 How It Works
02:08 Live Demo
04:09 Step 1: Google Sheets Trigger
07:09 Step 2: Creating Email & Tag w/ GPT-4o
13:01 Step 3: Send Email to Lead
14:46 Step 4: Update Lead's Status & Tag
17:45 Step 5: Notifying in Slack
20:20 Testing Active Workflow
Taught by
Nate Herk | AI Automation