Lead-Qualifizierung und -Bewertung mit JotForm, Gemini AI und Slack

• •Google-Konto + Gmail API-Anmeldedaten
• •Slack Bot Token oder Webhook URL
• •Google Gemini API Key

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        "content": "## Step 1: The Front Door 🚪\n### What this step does:\nThis node is the official start of your workflow. It patiently waits for a new person to fill out your Jotform. As soon as someone hits \"Submit,\" this trigger grabs all their information (name, email, message, etc.) and kicks off the entire qualification process.\n\nThis workflow starts with a submission from a \"Talk to an Expert\" sales lead form.\n\n## Jotform Form Configuration\n\nFirst, you'll need a Jotform account. You can sign up and create your form here:\n**[Get Started with Jotform](https://www.jotform.com/?partner=atakhalighi)**\n\n### Required Form Fields\n\nFor this template to work correctly, your form **must** include the following fields. The names below are used in the workflow's expressions.\n\n  * **Full Name:** Used to personalize the follow-up email.\n  * **Work Email:** The address where the automated reply will be sent.\n  * **Role:** Provides important context for your sales team.\n  * **Number of Employees:** Helps segment and qualify the lead.\n  * **How can we help you?:** **CRITICAL.** This is the text area that provides the message for the AI to analyze for spam checking and lead scoring.\n\n*Note: If you use different names for your fields in Jotform, make sure to update the expressions in the downstream nodes to match.*"
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        "content": "## Step 2: The AI Brains 🧠\n### What this step does:\nThis is the core of our automation! It takes the message from the Jotform submission and asks Gemini AI two simple questions:\n1. Is this message spam?\n2. On a scale of 1-10, how interested does this person seem?\n\nThis gives us the `is_spam` and `lead_score` values we need to make smart decisions in the next steps.\n\n### Your To-Do:\n1. Connect your **Google AI credentials**.\n2. In the **Prompt**, double-check that the field name inside the `{{ }}` matches the name of your message field in Jotform (e.g., `How can we help you?`).\n"
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        "content": "## Step 3: The Spam Filter 🛡️\n### What this step does:\nThis node acts as a security guard for your workflow. It looks at the \"is_spam\" answer from the AI. If the answer is `true`, it stops the process immediately, ensuring your team is never bothered by junk submissions. Only legitimate leads are allowed to pass.\n\n### Your To-Do:\nNo action needed! This step is pre-configured to protect your sales team's time and focus.\n"
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        "content": "## Step 4: The Team Alert 📣\n### What this step does:\nThe moment a lead passes the spam filter, this node sends a clean, easy-to-read notification to a Slack channel. This allows your team to see new opportunities in real-time and act on them quickly.\n\n### Your To-Do:\n1.  Connect your **Slack credentials**.\n2.  In the **Channel** field, choose the specific channel for your sales team (e.g., `#sales-leads`).\n3.  (Optional) Feel free to edit the message text to better suit your team's needs!\n"
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        "content": "## Step 5: The Sorting Hat 🔀\n### What this step does:\nThis is where the real prioritization happens! The Switch node looks at the `lead_score` from the AI and directs the lead down the correct path: \"Hot,\" \"Warm,\" or \"Cold.\" This is how we decide which personalized email the lead should receive.\n\n### Your To-Do:\nYou can easily adjust the scoring rules here to match what a \"Hot\" lead means to you. Just click on a rule to change the numbers.\n"
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        "content": "## Step 6: The Personalized Follow-Up ✉️\n### What this step does:\nThis is the final, customer-facing step. Based on the path chosen by the Switch node, the correct email template is sent to the lead. Hot leads get a prompt to book a meeting, while colder leads receive more general information.\n\n### Your To-Do (This is very important!):\n1.  Connect your **Gmail credentials** to **all three** of these nodes.\n2.  **Customize each email!** The text is just a template. You **must** rewrite the content to match your company's voice and update placeholder links like `[Your Calendly/Booking Link]` with your real URLs."
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