インテリジェントリードマーキングとルーティング
上級
これはLead Generation, AI Summarization分野の自動化ワークフローで、17個のノードを含みます。主にIf, Code, EmailSend, HighLevel, ManualTriggerなどのノードを使用。 HighLevelとAzure GPT-4o-miniを基盤としたAI駆動のリード分類とルーティング
前提条件
- •OpenAI API Key
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "roVzAsXzSDUWxYQb",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "Smart Lead Tagging & Routing",
"tags": [],
"nodes": [
{
"id": "14abd76c-5099-45d6-9ff3-f95af9f47056",
"name": "「ワークフローを実行」をクリック時",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-2640,
736
],
"parameters": {},
"typeVersion": 1
},
{
"id": "73d64595-b0ba-4a49-b03e-aeeff73b40be",
"name": "付箋 - ワークフローの概要",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3072,
592
],
"parameters": {
"color": 4,
"width": 360,
"height": 352,
"content": "## 🤖 AI-POWERED LEAD ROUTING WORKFLOW\n\nThis workflow uses AI to intelligently categorize and route leads:\n\n1. Fetches opportunities from HighLevel\n2. Gets contact details for each opportunity\n3. AI analyzes lead intent (Demo/Support/Partnership)\n4. Routes leads to appropriate teams via email\n\n**Trigger:** Manual execution\n**AI Model:** Azure OpenAI GPT-4o-mini"
},
"typeVersion": 1
},
{
"id": "ff1ad33d-0c3d-465d-a509-ca49f0b2a5d5",
"name": "付箋 - データ収集",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2416,
384
],
"parameters": {
"color": 5,
"width": 320,
"height": 304,
"content": "## 📥 DATA COLLECTION PHASE\n\n**Step 1:** Fetch all opportunities from HighLevel CRM\n**Step 2:** Get detailed contact information for each opportunity\n\nThis provides complete lead data (name, email, notes) needed for AI analysis.\n\n**Output:** Enriched lead data ready for AI processing"
},
"typeVersion": 1
},
{
"id": "dfa52319-320d-475b-9262-b8f624f53013",
"name": "付箋 - AI分析",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2080,
1072
],
"parameters": {
"color": 6,
"width": 340,
"height": 280,
"content": "## 🧠 AI ANALYSIS PHASE\n\n**AI Agent:** Analyzes lead message/notes to determine intent\n\n**Azure OpenAI Model:** GPT-4o-mini processes contact data and classifies leads\n\n**Prompt:** \"You are an AI lead router. Suggest the scope of lead\"\n\n**Output:** AI classification (Demo Request, Support Query, or Partnership Inquiry)"
},
"typeVersion": 1
},
{
"id": "52a4bef2-ff2f-4c34-ac9e-aea35f8c6f89",
"name": "付箋 - ルーティングロジック",
"type": "n8n-nodes-base.stickyNote",
"position": [
-816,
624
],
"parameters": {
"color": 7,
"width": 360,
"height": 352,
"content": "## 🔀 INTELLIGENT ROUTING\n\nBased on AI classification, leads are routed to:\n\n**🎯 Demo Requests** → demo@company.com\n**🛠️ Support Queries** → support@company.com\n**🤝 Partnership Inquiries** → partnership@company.com\n\nEach email includes:\n- Contact name\n- Email address\n- Original message/notes\n\nEnsures leads reach the right team instantly!"
},
"typeVersion": 1
},
{
"id": "ce2aa645-d4a4-401b-afd2-2de399a3590a",
"name": "付箋 - 処理",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1776,
368
],
"parameters": {
"color": 3,
"width": 280,
"height": 316,
"content": "## ⚙️ POST-PROCESSING\n\nJavaScript code node that processes AI output and prepares data for routing conditions.\n\n**Purpose:** Transforms AI response into usable format for conditional branching.\n\n**Note:** Consider updating this node's logic based on specific AI response structure."
},
"typeVersion": 1
},
{
"id": "2b1578f2-7e7f-4874-8481-7e615ade490a",
"name": "確認: デモの要望？",
"type": "n8n-nodes-base.if",
"position": [
-1392,
656
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Demo",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "d2b3fe52-4857-4031-9ef1-e689678b3ef8",
"name": "デモチームにルーティング",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
544
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Demo Request Lead",
"toEmail": "demo@company.com",
"fromEmail": "noreply@company.com"
},
"credentials": {
"smtp": {
"id": null,
"name": "Your SMTP Credential"
}
},
"typeVersion": 1
},
{
"id": "9d878a92-9ffe-4c9b-aea5-9d54c750ae0e",
"name": "確認: サポートに関する問い合わせ？",
"type": "n8n-nodes-base.if",
"position": [
-1392,
848
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Support",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "1e6fabeb-1f5d-4715-b579-483b99249102",
"name": "サポートチームにルーティング",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
800
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Support Query Lead",
"toEmail": "support@company.com",
"fromEmail": "noreply@company.com"
},
"credentials": {
"smtp": {
"id": null,
"name": "Your SMTP Credential"
}
},
"typeVersion": 1
},
{
"id": "649aa2c1-f3e0-4da9-8a4a-9077273a55f8",
"name": "確認: パートナーシップに関する問い合わせ？",
"type": "n8n-nodes-base.if",
"position": [
-1392,
1056
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Partnership",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "dc06d9fa-a7c1-4cc2-9161-231ac977e44f",
"name": "パートナーシップチームにルーティング",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
1008
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Partnership Lead",
"toEmail": "partnership@company.com",
"fromEmail": "noreply@company.com"
},
"credentials": {
"smtp": {
"id": null,
"name": "Your SMTP Credential"
}
},
"typeVersion": 1
},
{
"id": "050df426-cc6c-42d4-9d98-7af4752f1e97",
"name": "AIリード分類エージェント",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-1984,
736
],
"parameters": {
"text": "You are an AI lead router. Suggest the scope of lead",
"options": {},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "dbc6739b-dd49-481a-9b77-d7303229142f",
"name": "全案件機会の取得",
"type": "n8n-nodes-base.highLevel",
"position": [
-2400,
736
],
"parameters": {
"filters": {},
"resource": "opportunity",
"operation": "getAll",
"returnAll": true,
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
},
{
"id": "bd6b5b4f-a0aa-42c9-8f00-ea15de067a70",
"name": "Azure OpenAI GPT-4o-mini",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
-2016,
928
],
"parameters": {
"model": "gpt-4o-mini",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"id": "C3WzT18XqF8OdVM6",
"name": "Azure Open AI account"
}
},
"typeVersion": 1
},
{
"id": "91516bae-94ac-4647-8985-4eca9526d15e",
"name": "AI応答の処理",
"type": "n8n-nodes-base.code",
"position": [
-1632,
736
],
"parameters": {
"jsCode": "// Loop over input items and add a new field called 'myNewField' to the JSON of each one\nfor (const item of $input.all()) {\n item.json.myNewField = 1;\n}\n\nreturn $input.all();"
},
"typeVersion": 2
},
{
"id": "fe176854-c40c-4925-abef-2826261ff25b",
"name": "連絡先詳細の取得",
"type": "n8n-nodes-base.highLevel",
"position": [
-2192,
736
],
"parameters": {
"contactId": "={{ $json.contactId }}",
"operation": "get",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"id": "5QWHSi134dLIBEsC",
"name": "HighLevel account"
}
},
"typeVersion": 2
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "3e6ac3e5-2786-42fb-b411-3ec2064cbdd9",
"connections": {
"91516bae-94ac-4647-8985-4eca9526d15e": {
"main": [
[
{
"node": "2b1578f2-7e7f-4874-8481-7e615ade490a",
"type": "main",
"index": 0
},
{
"node": "9d878a92-9ffe-4c9b-aea5-9d54c750ae0e",
"type": "main",
"index": 0
},
{
"node": "649aa2c1-f3e0-4da9-8a4a-9077273a55f8",
"type": "main",
"index": 0
}
]
]
},
"2b1578f2-7e7f-4874-8481-7e615ade490a": {
"main": [
[
{
"node": "d2b3fe52-4857-4031-9ef1-e689678b3ef8",
"type": "main",
"index": 0
}
]
]
},
"9d878a92-9ffe-4c9b-aea5-9d54c750ae0e": {
"main": [
[
{
"node": "1e6fabeb-1f5d-4715-b579-483b99249102",
"type": "main",
"index": 0
}
]
]
},
"fe176854-c40c-4925-abef-2826261ff25b": {
"main": [
[
{
"node": "050df426-cc6c-42d4-9d98-7af4752f1e97",
"type": "main",
"index": 0
}
]
]
},
"dbc6739b-dd49-481a-9b77-d7303229142f": {
"main": [
[
{
"node": "fe176854-c40c-4925-abef-2826261ff25b",
"type": "main",
"index": 0
}
]
]
},
"050df426-cc6c-42d4-9d98-7af4752f1e97": {
"main": [
[
{
"node": "91516bae-94ac-4647-8985-4eca9526d15e",
"type": "main",
"index": 0
}
]
]
},
"bd6b5b4f-a0aa-42c9-8f00-ea15de067a70": {
"ai_languageModel": [
[
{
"node": "050df426-cc6c-42d4-9d98-7af4752f1e97",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"649aa2c1-f3e0-4da9-8a4a-9077273a55f8": {
"main": [
[
{
"node": "dc06d9fa-a7c1-4cc2-9161-231ac977e44f",
"type": "main",
"index": 0
}
]
]
},
"14abd76c-5099-45d6-9ff3-f95af9f47056": {
"main": [
[
{
"node": "dbc6739b-dd49-481a-9b77-d7303229142f",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - リード獲得, AI要約
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
関連ワークフロー
フィードバックの保存とレポート生成
Azure OpenAI と Google Sheets を使用して営業取引の結果を分析し、レポートを生成する
Set
Code
Email Send
+
Set
Code
Email Send
28 ノードRahul Joshi
顧客管理
GPT-4o-miniとGmailを使ってYouTubeチャンネルを分析し、パフォーマンスレポートを送信
GPT-4o-miniとGmailを使ってYouTubeチャンネルを分析し、パフォーマンスレポートを送信する
Code
Email Send
Http Request
+
Code
Email Send
Http Request
20 ノードRahul Joshi
市場調査
API速率制限と認証に関するFAQテスト
GPT-4o-mini、Googleスプレッドシート、Slackアラートを使用したAPIよくある質問品質テストの自動化
If
Set
Code
+
If
Set
Code
19 ノードRahul Joshi
文書抽出
自動化依存関係更新の追跡
GPT-4o、Slack、Jira、Google Sheets を使った依存関係更新リスク分析の実装
If
Set
Code
+
If
Set
Code
23 ノードRahul Joshi
DevOps
営業担当パフォーマンストラッカー
HighLevel CRM、GPT-4o、Notion、そしてSlackを使った自動化のな営業ランキング
If
Code
Slack
+
If
Code
Slack
21 ノードRahul Joshi
顧客管理
ClickUpおよびGoHighLevelから自動のにSlack、メール、Google Driveへ毎日レポートを生成
ClickUp、GoHighLevelからAI駆動の終了報告をマルチチャネルへ生成
If
Code
Merge
+
If
Code
Merge
29 ノードRahul Joshi
ワークフロー情報
難易度
上級
ノード数17
カテゴリー2
ノードタイプ8
作成者
Rahul Joshi
@rahul08Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.
外部リンク
n8n.ioで表示 →
このワークフローを共有