潜在client资格评定与路由引擎

Avancé

Ceci est unContent Creation, Multimodal AIworkflow d'automatisation du domainecontenant 17 nœuds.Utilise principalement des nœuds comme If, Set, Slack, Webhook, Airtable. 基于AIde潜在client资格评定与路由:utilisationOpenAI、SlacketAirtable

Prérequis
  • Token Bot Slack ou URL Webhook
  • Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • Clé API Airtable
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "id": "CKcKFoEOfPQBPjxI",
  "meta": {
    "instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67"
  },
  "name": "Lead Qualification & Routing Engine",
  "tags": [],
  "nodes": [
    {
      "id": "a7fe2e16-0890-4732-8466-9cd08b12acc7",
      "name": "Réception du Prospect Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -1328,
        320
      ],
      "webhookId": "lead-intake-webhook-id",
      "parameters": {
        "path": "lead-intake",
        "options": {},
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2.1
    },
    {
      "id": "5faded1e-4091-4a33-8acb-670c7af221a9",
      "name": "Accuser Réception",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        -1104,
        320
      ],
      "parameters": {
        "options": {},
        "respondWith": "json",
        "responseBody": "={{ { \"success\": true, \"message\": \"Lead received and processing\", \"leadId\": $json.leadId } }}"
      },
      "typeVersion": 1.1
    },
    {
      "id": "656cff0b-a058-4fdb-8fd1-da3deb7a0b24",
      "name": "Enrichir les Données du Prospect",
      "type": "n8n-nodes-base.set",
      "position": [
        -880,
        320
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "lead-id",
              "name": "leadId",
              "type": "string",
              "value": "={{ $now.format('yyyyMMddHHmmss') }}-{{ $json.email.split('@')[0] }}"
            },
            {
              "id": "timestamp",
              "name": "timestamp",
              "type": "string",
              "value": "={{ $now.toISO() }}"
            },
            {
              "id": "source",
              "name": "source",
              "type": "string",
              "value": "={{ $json.source || 'website' }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
      "name": "Qualification du Prospect par IA",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        -1040,
        640
      ],
      "parameters": {
        "text": "=Analyze this lead and provide a qualification score:\n\nName: {{ $json.name }}\nEmail: {{ $json.email }}\nCompany: {{ $json.company }}\nMessage: {{ $json.message }}\nBudget: {{ $json.budget }}\nTimeline: {{ $json.timeline }}",
        "batching": {},
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.7
    },
    {
      "id": "521d3066-5891-4543-b9a2-d86a0b1c9440",
      "name": "Analyser la Réponse de l'IA",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        -832,
        880
      ],
      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{\n  \"type\": \"object\",\n  \"properties\": {\n    \"score\": {\n      \"type\": \"integer\",\n      \"description\": \"Lead qualification score from 0-100\"\n    },\n    \"category\": {\n      \"type\": \"string\",\n      \"enum\": [\"hot\", \"warm\", \"cold\"],\n      \"description\": \"Lead temperature category\"\n    },\n    \"reasoning\": {\n      \"type\": \"string\",\n      \"description\": \"Brief explanation of the score\"\n    },\n    \"recommended_action\": {\n      \"type\": \"string\",\n      \"description\": \"Suggested next step\"\n    },\n    \"key_strengths\": {\n      \"type\": \"array\",\n      \"items\": { \"type\": \"string\" },\n      \"description\": \"Top 3 positive indicators\"\n    },\n    \"concerns\": {\n      \"type\": \"array\",\n      \"items\": { \"type\": \"string\" },\n      \"description\": \"Potential red flags or concerns\"\n    }\n  },\n  \"required\": [\"score\", \"category\", \"reasoning\", \"recommended_action\"]\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "437b5f85-504a-4d3a-83e1-d1a757df6333",
      "name": "Modèle OpenAI",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1104,
        880
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini",
          "cachedResultName": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "dA4yXmsPbiF3QzqQ",
          "name": "OpenAi Xtwl"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "ab747fea-dafa-42f9-a9b3-484023977da7",
      "name": "Acheminer par Qualité",
      "type": "n8n-nodes-base.if",
      "position": [
        -512,
        384
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "hot-lead",
              "operator": {
                "name": "filter.operator.larger",
                "type": "number",
                "operation": "larger"
              },
              "leftValue": "={{ $json.output.score }}",
              "rightValue": "70"
            },
            {
              "id": "79621b78-52b5-4b32-a28b-c64dc84958f4",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "bc9abb67-6fa7-4cbe-955f-b90c6af29d68",
      "name": "Sauvegarder dans Airtable (Prospects Chauds)",
      "type": "n8n-nodes-base.airtable",
      "position": [
        -128,
        528
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_BASE_ID"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_TABLE_ID"
        },
        "operation": "append"
      },
      "typeVersion": 2.1
    },
    {
      "id": "8ab50b21-c1c1-44f4-a73d-c3b3f867b191",
      "name": "Sauvegarder dans Airtable (File d'Attente de Nurturing)",
      "type": "n8n-nodes-base.airtable",
      "position": [
        -512,
        592
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_BASE_ID"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_TABLE_ID"
        },
        "operation": "append"
      },
      "typeVersion": 2.1
    },
    {
      "id": "8bed314d-059d-44b3-b618-3dd290507c26",
      "name": "Alerter l'Équipe (Slack)",
      "type": "n8n-nodes-base.slack",
      "position": [
        96,
        336
      ],
      "webhookId": "e93cafe0-7f35-4ce8-af4d-b20ef73a6115",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 2.2
    },
    {
      "id": "dc041629-b53a-41b8-ad97-787bf8196403",
      "name": "Envoyer un Email de Confirmation (Prospect Chaud)",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        96,
        640
      ],
      "webhookId": "2b440a1a-5d79-43f6-9861-2f70bd0fa64a",
      "parameters": {
        "options": {},
        "subject": "Thank you for your inquiry - We'll be in touch soon!",
        "toEmail": "={{ $('Lead Intake Webhook').item.json.email }}",
        "fromEmail": "leads@youragency.com"
      },
      "typeVersion": 2.1
    },
    {
      "id": "07f3821f-7d75-480d-819c-1cdb07b22f9c",
      "name": "Envoyer un Email de Nurturing",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        -512,
        816
      ],
      "webhookId": "08979f7a-b16c-4801-b3d1-c383cf5500bb",
      "parameters": {
        "options": {},
        "subject": "Thank you for contacting us",
        "toEmail": "={{ $('Lead Intake Webhook').item.json.email }}",
        "fromEmail": "leads@youragency.com"
      },
      "typeVersion": 2.1
    },
    {
      "id": "27b73032-cfcc-451e-bb09-69550e252211",
      "name": "Note : Réception",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1440,
        80
      ],
      "parameters": {
        "color": 4,
        "width": 784,
        "height": 424,
        "content": "## 🎯 Lead Intake\nCaptures leads from any source:\n- Website forms\n- Landing pages\n- API integrations\n- Manual entry tools"
      },
      "typeVersion": 1
    },
    {
      "id": "0e5438ef-5393-49f0-b440-a19900c0a283",
      "name": "Note : Acheminement Intelligent",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -656,
        80
      ],
      "parameters": {
        "color": 6,
        "width": 432,
        "height": 968,
        "content": "## 🔀 Intelligent Routing\nAutomatic lead distribution:\n- Hot Leads (70+) → Sales Team\n- Warm/Cold → Nurture Campaign\n### No manual sorting needed!"
      },
      "typeVersion": 1
    },
    {
      "id": "ec12b993-5bd3-448d-9ead-570dfd08f0a1",
      "name": "Note : Actions",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -224,
        80
      ],
      "parameters": {
        "color": 7,
        "width": 572,
        "height": 968,
        "content": "## 💾 Data & Notifications\nAutomatic actions:\n- Save to Airtable\n- Slack alerts for hot leads\n- Personalized email responses\n- CRM updates (ready to add)"
      },
      "typeVersion": 1
    },
    {
      "id": "bddca7d5-04a2-497d-98f0-861822adbe15",
      "name": "Note : Analyse IA1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1440,
        512
      ],
      "parameters": {
        "color": 5,
        "width": 788,
        "height": 536,
        "content": "#   \n## 🤖 AI-Powered Qualification\nOpenAI analyzes each lead for:\n- Budget fit\n- Timeline urgency\n- Project complexity\n- Quality indicators\n### Outputs structured score + insights"
      },
      "typeVersion": 1
    },
    {
      "id": "04a5ac3e-87d3-4d6c-8b31-ac624797b3b7",
      "name": "Note : Réception1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2288,
        80
      ],
      "parameters": {
        "color": 3,
        "width": 768,
        "height": 1976,
        "content": "# **AI Lead Qualifier & Router**\n\nAn intelligent lead management system that automatically captures incoming leads via webhook, uses AI to analyze and score each prospect, then routes them to the appropriate team or campaign based on qualification score—delivering hot leads to sales instantly while nurturing others on autopilot.\n\n## **What It Does**\n\nThis workflow eliminates the manual process of:\n\n• Daily lead review and qualification\n• Manual scoring and prioritization\n• Lead assignment and routing decisions\n• Follow-up email composition\n• CRM data entry and updates\n• Sales team notifications for hot prospects\n\nInstead, it delivers **qualified, routed leads with AI insights in under 30 seconds**—complete with structured scoring, personalized responses, and organized data storage for tracking.\n\n## **Key Features**\n\n• **Webhook Lead Capture** - Accepts leads from any source (forms, landing pages, APIs)\n• **AI-Powered Qualification** - Analyzes budget, timeline, message quality, and fit using OpenAI\n• **Structured Scoring** - Generates 0-100 scores with reasoning, strengths, and concerns\n• **Intelligent Routing** - Automatically directs hot leads (70+) to sales, others to nurture\n• **Instant Notifications** - Slack alerts for high-priority prospects with full context\n• **Dual Email Flows** - Personalized responses based on lead quality and urgency\n• **Airtable Storage** - Organized tracking with qualification data and timestamps\n\n## **Who It's For**\n\nMarketing agencies, SaaS companies, and service businesses that need to process high volumes of inbound leads efficiently—without sacrificing lead quality or response time. Perfect for teams tired of manual qualification bottlenecks.\n\n## **Time Saved**\n\nFrom **5+ minutes of manual review per lead** → **automated processing in 20-30 seconds** per lead.\n\n## **Workflow Breakdown**\n\n**Capture → Enrich → Qualify → Route → Store & Notify**\n\nEach stage runs automatically, analyzing leads with AI and delivering organized results to your sales team via Slack and Airtable, with zero manual intervention required.\n\n---\n\n## **🔧 SETUP INSTRUCTIONS**\n\n### **Required Credentials:**\n\n1. **OpenAI API** - For AI-powered lead qualification\n2. **Airtable** - For lead storage and tracking database\n3. **Slack** - For real-time team notifications\n4. **Email Service** - For automated confirmation/nurture emails (SMTP or provider)\n\n### **Configuration Steps:**\n\n1. Replace `YOUR_AIRTABLE_BASE_ID` and `YOUR_AIRTABLE_TABLE_ID` in both Airtable nodes\n2. Configure Airtable field mapping to match your base structure\n3. Set up Slack channel and message formatting in \"Alert Team\" node\n4. Update email addresses in both email nodes (`leads@youragency.com`)\n5. Customize AI qualification prompt based on your business criteria\n6. Adjust qualification threshold (currently 70+) in \"Route by Quality\" node\n7. Test with a single lead before enabling webhook publicly\n\n### **Alternative Approaches:**\n\n• Can use HubSpot or Salesforce instead of Airtable for CRM integration\n• Can use Microsoft Teams instead of Slack for notifications\n• Can add SMS alerts for ultra-hot leads using Twilio\n• Can implement multi-tier routing (hot/warm/cold) with additional IF nodes\n• Can add calendar booking links for hot leads automatically"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Création de contenu, IA Multimodale

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds17
Catégorie2
Types de nœuds11
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
Xavier Tai

Xavier Tai

@xaviertai

Hey 👋 I'm Xavier, founder of EasyScalers. I build AI automation systems with N8N for B2B companies. Check out my templates or hit me up in the forums if you need help with your workflows!

Liens externes
Voir sur n8n.io

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Catégories

Catégories: 34