AIによるリード育成、資格判定とフォローアップ

• •Googleアカウント + Gmail API認証情報
• •Google Sheets API認証情報
• •OpenAI API Key

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  "meta": {
    "instanceId": "5116f2f7706b559eceadfeb527d2f261505621d6d31889c13b53a0633d9b86eb"
  },
  "name": "AI Lead Enrichment, Qualification and Follow-Up",
  "tags": [],
  "nodes": [
    {
      "id": "aa2fa5ce-a4e2-4bb3-afd2-b66fc4bccb34",
      "name": "ドロップメッセージ送信",
      "type": "n8n-nodes-base.gmail",
      "position": [
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      ],
      "webhookId": "41aa7448-9067-42d9-af9f-878c002cf565",
      "parameters": {
        "sendTo": "={{ $('Input Form').item.json.Email }}",
        "message": "=Hello {{ $('Input Form').item.json.Name }},\n\nThank you for your message and interest.\n\nRegarding your inquiry:\n\"{{ $('Input Form').item.json.Message }}\"\n\nUnfortunately, {{ $('Input Form').item.json.Company }} does not currently meet our requirements for a partnership. We focus exclusively on companies that meet our specific criteria for size, location, and service needs.\n\nShould your situation change or if you have any questions, please feel free to reach out.\n\nBest regards,\n[Your Company Team]\n\nP.S. Feel free to visit our website for more information: [Your Website URL]",
        "options": {},
        "subject": "Re: Your Inquiry",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "6bd721e9-a644-43cb-8246-be0a4162f871",
      "name": "ICPとリード基準の定義",
      "type": "n8n-nodes-base.set",
      "position": [
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      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "e339805a-db3b-426b-80fe-bcb3de317e93",
              "name": "ICP",
              "type": "string",
              "value": "ICP Criteria: Define your Ideal Customer Profile here. Example criteria:\n- Company Size: Define minimum employee count (e.g., 50+ employees)\n- Industry: List target industries (e.g., Tech, Finance, Healthcare, Manufacturing)\n- Geography: Specify target regions (e.g., North America, Europe, specific countries)\n- Pain Points: List problems your solution solves (e.g., manual processes, compliance issues, high costs)\n- Other Requirements: Annual revenue, technology stack, specific needs"
            },
            {
              "id": "d46ed2e4-fb27-46c8-b02a-59be7d0a1136",
              "name": "demo-ready",
              "type": "string",
              "value": "Demo-Ready: \"High-Intent Prospects with Clear Needs\"\n\nDefine criteria for demo-ready leads. Example:\n\nRequired: [Your primary requirement, e.g., specific region or company size]\n\nQualifying Criteria (need 2+ of these):\n- Company Size: [Your threshold]\n- Industries: [Your target industries]\n- Volume/Usage: [Expected usage levels]\n- Has relevant team/department\n- Message indicates: urgent needs, specific challenges, requests demo, mentions pain points\n\nExamples:\n1. Large Enterprise (1000+ employees) - Message: \"We need to automate our processes\"\n2. Mid-Market Company (200+ employees) - Message: \"Looking for solution to reduce costs\"\n3. Growing Startup (50+ employees) - Message: \"Need to scale our operations\""
            },
            {
              "id": "4df8d682-7975-4632-847e-e51753128780",
              "name": "nurture",
              "type": "string",
              "value": "Nurture: \"Prospects with Future Potential\"\n\nDefine criteria for nurture leads. Example:\n\nRequired: [Your basic requirement]\n\nQualifying Criteria (ANY of these):\n- Company Size: [Lower threshold]\n- ANY company in target industry\n- Message indicates: general interest, exploring options, budget constraints, future planning\n\nKey Rule: If they meet basic requirements and could benefit from your solution, default to nurture\n\nExamples:\n1. Small Company (20+ employees) - Message: \"Interested in learning about your solutions\"\n2. Growing Startup (30+ employees) - Message: \"Planning to implement next year\"\n3. Mid-size Company - Message: \"What are the benefits of your solution?\""
            },
            {
              "id": "f38c081d-8390-4ee5-82ef-f5c6b6b2080b",
              "name": "drop",
              "type": "string",
              "value": "Drop: \"Only Non-Target or No Relevance\"\n\nDrop ONLY if:\n- Does NOT meet geographic requirements\n- OR meets location but:\n  - Below minimum size threshold AND no growth potential\n  - Wrong industry (B2C when you serve B2B)\n  - Individual consumers or very small businesses\n  - Already using competitor with long-term contract\n  - Government with multi-year procurement cycles\n- Message indicates: spam, unrelated request, explicitly states no need\n\nExamples:\n1. International company outside target region\n2. B2C retail shop (when you serve B2B)\n3. Individual freelancer\n4. Company using competitor - Message: \"Happy with current solution\"\n5. Test messages or spam"
            },
            {
              "id": "567620aa-5eff-4537-bc1e-bed577effe1d",
              "name": "output",
              "type": "string",
              "value": "={{ $json.output }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "f10a7086-b328-4cf6-8cf4-6141bcaec989",
      "name": "デモ対応可能データ処理",
      "type": "n8n-nodes-base.code",
      "position": [
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      "parameters": {
        "jsCode": "const items = $input.all();\nconst transformedItems = items.map((item) => {\n  try {\n    item.json.output = JSON.parse(item.json.output);\n    item.json[\"lead classification\"] = \"demo-ready\";\n  } catch (error) {\n    console.log(\"Error parsing JSON\", error);\n  }\n  return item;\n});\nreturn transformedItems;\n"
      },
      "typeVersion": 2
    },
    {
      "id": "b07be6c0-1c4a-46ba-bb05-f34717a95a40",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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        320
      ],
      "parameters": {
        "width": 1340,
        "height": 620,
        "content": "## 🎯 Nurture Follow-Up Sequence\n\n### Configuration:\n1. **Wait Times**: Adjust the wait nodes between emails (currently 1 day each)\n2. **Email Content**: Customize the nurture emails with your value propositions\n3. **Calendar Integration**: Update demo invitation with your calendar details\n\n### Sequence:\n1. Initial acknowledgment email with resources\n2. Follow-up with educational content/webinar\n3. Final demo invitation after nurturing"
      },
      "typeVersion": 1
    },
    {
      "id": "2e0aeace-e31f-451f-93d5-19b107fdff2c",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1840,
        -280
      ],
      "parameters": {
        "color": 4,
        "width": 1340,
        "height": 580,
        "content": "## ✅ Demo-Ready Follow-Up\n\n### Configuration:\n1. **Calendar Event**: Configure with your Google Calendar\n2. **Meeting Duration**: Default 1 hour (adjust as needed)\n3. **Auto-scheduling**: Next business day at 12 PM\n4. **Meeting Link**: Automatically includes Google Meet"
      },
      "typeVersion": 1
    },
    {
      "id": "32fe485d-0a83-4f5b-98c6-2fa497e3dd18",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1840,
        960
      ],
      "parameters": {
        "color": 3,
        "width": 1340,
        "height": 400,
        "content": "## ❌ Drop Follow-Up\n\n### Configuration:\n1. **Drop Message**: Customize the polite rejection email\n2. **Keep Door Open**: Mention they can reach out if situation changes\n3. **Website Link**: Add your company website URL"
      },
      "typeVersion": 1
    },
    {
      "id": "fc28ef38-a202-4be4-8fec-18f35de27c0b",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1220,
        160
      ],
      "parameters": {
        "color": 5,
        "width": 580,
        "height": 1200,
        "content": "## 🤖 Lead Classification\n\n### How it Works:\n- AI analyzes leads based on your ICP criteria\n- Classifies into: demo-ready, nurture, or drop\n- Uses GPT-4o for accurate classification\n\n### Setup:\n1. Edit the \"Define ICP and Lead Criteria\" node\n2. Customize the three classification categories\n3. Add your specific requirements and examples\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n### Future Improvements:\n- Train with your historical lead data\n- Add more granular scoring system\n- Integrate with your CRM for better classification"
      },
      "typeVersion": 1
    },
    {
      "id": "f1da595e-e6de-4ef2-ae5f-4d83c049db24",
      "name": "付箋4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "color": 5,
        "width": 380,
        "height": 1200,
        "content": "## 📊 Lead Enrichment\n\n### How it Works:\n- AI searches for company information\n- Extracts pain points from user message\n- Enriches with company size, industry, location\n\n### Setup:\n1. Ensure OpenAI API key is configured\n2. Uses GPT-4o-mini with search capabilities\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n### Future Improvements:\n- Add more data sources (LinkedIn, Clearbit, etc.)\n- Integrate with company databases\n- Add technographic data enrichment"
      },
      "typeVersion": 1
    },
    {
      "id": "4fe396e9-6828-44cb-a250-52ed1d2f3e40",
      "name": "付箋5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
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      ],
      "parameters": {
        "color": 5,
        "width": 800,
        "height": 540,
        "content": "## 📥 Input Form & Logging\n\n### Setup Required:\n1. **Form Webhook**: Copy the form URL after saving workflow\n2. **Google Sheets**: Create a new sheet with columns:\n   - Date, Name, Email, Company, Job Title, Message\n   - Number of Employees, Industry, Geography\n   - Annual Revenue, Technology, Pain Points\n   - Lead Classification\n3. **Update Sheet ID**: Replace YOUR_GOOGLE_SHEET_ID in all Google Sheets nodes\n\n### Future Improvements:\n- Connect to your website form via webhook\n- Add form validation\n- Implement duplicate detection"
      },
      "typeVersion": 1
    },
    {
      "id": "1f22c944-7cff-4a59-861d-a2ca3449fae3",
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      "parameters": {
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        "content": "# 🚀 AI Lead Generation and Follow-Up Workflow\n\n### Overview:\nThis workflow automatically processes incoming leads, enriches them with company data, classifies them using AI, and sends appropriate follow-up sequences.\n\n### Prerequisites:\n1. **OpenAI API Key**: For AI classification and enrichment\n2. **Google Workspace**: Gmail, Sheets, and Calendar access\n3. **n8n**: Self-hosted or cloud instance\n\n### Quick Start:\n1. Import this workflow\n2. Update all credential nodes with your accounts\n3. Create a Google Sheet for lead logging\n4. Customize the ICP criteria and email templates\n5. Test with sample leads before going live"
      },
      "typeVersion": 1
    },
    {
      "id": "f18af6c3-e120-4589-912e-83b758cada07",
      "name": "付箋7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "color": 5,
        "width": 800,
        "height": 640,
        "content": "## 💬 AI Answer Agent\n\n\n\n\n\n\n\n### How it Works:\n- Analyzes if message needs immediate response\n- Can answer basic questions automatically\n- Escalates complex queries to your team\n\n### Setup:\n1. **Escalation Email**: Replace \"your-email@company.com\" with your sales team email\n2. **Knowledge Base**: Add your company info to the AI agent\n3. **Auto-responses**: Customize for common questions\n\n### Future Improvements:\n- Separate workflow for complex Q&A\n- Add company knowledge base\n- Enable conversation logging"
      },
      "typeVersion": 1
    },
    {
      "id": "b5fdd252-b4d6-44c0-97d0-2f8d9cc63db2",
      "name": "構造化出力パーサー",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        540,
        880
      ],
      "parameters": {
        "jsonSchemaExample": "{\n\t\"Sending To\": \"example@gmail.com\",\n  \"Subject\": \"example subject\",\n\t\"Message\": \"example message\"\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "0cc44527-eddf-4d3f-9fbb-e491cbcc4dad",
      "name": "入力フォーム",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        40,
        540
      ],
      "webhookId": "4e517e10-a1b2-475e-9e7f-35ea4f4778c8",
      "parameters": {
        "options": {},
        "formTitle": "Contact Information",
        "formFields": {
          "values": [
            {
              "fieldLabel": "Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Email",
              "requiredField": true
            },
            {
              "fieldLabel": "Company",
              "requiredField": true
            },
            {
              "fieldLabel": "Job Title",
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Message",
              "placeholder": "Tell us about your needs and challenges...",
              "requiredField": true
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "345a698a-8c65-4499-a544-3e1abadfe904",
      "name": "全カラム取得",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        460,
        540
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Leads"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_GOOGLE_SHEET_ID"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "e6104159-0e01-47d1-9c55-b1389bbdab8f",
      "name": "最新カラムを返す",
      "type": "n8n-nodes-base.code",
      "position": [
        660,
        540
      ],
      "parameters": {
        "jsCode": "const rows = items;\nconst lastRow = rows[rows.length - 1];\nreturn [lastRow];"
      },
      "typeVersion": 2
    },
    {
      "id": "2aafc922-f891-464c-922d-2061befab4f2",
      "name": "AI回答エージェント",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "onError": "continueErrorOutput",
      "position": [
        340,
        740
      ],
      "parameters": {
        "text": "=We received the message \"{{ $json.Message }}\" from \"{{ $json.Name }}\", who is \"{{ $json['Job Title'] }}\" at \"{{ $json.Company }}\". The email is \"{{ $json.Email }}\"",
        "options": {
          "systemMessage": "You are a helpful assistant for [Your Company Name]. Your job is to evaluate incoming customer questions and determine whether you can provide a confident, accurate answer directly, if the inquiry requires human expertise, or if the message requires no response at all.\n\nInput Information:\nYou will receive: We received the message \"{{ $json.Message }}\" from \"{{ $json.Name }}\", who is \"{{ $json['Job Title'] }}\" at \"{{ $json.Company }}\". The email is \"{{ $json.Email }}\"\n\nDecision Criteria:\n✅ You CAN answer confidently when:\n- Questions about general features and capabilities\n- Basic product information and benefits\n- General pricing structure questions\n- Technical requirements and compatibility\n- Demo scheduling requests\n- General industry questions\n\n❌ You CANNOT answer and must escalate when:\n- Specific pricing quotes or custom deals\n- Technical implementation details\n- Legal compliance questions\n- Account-specific issues\n- Partnership requests\n- Complaints or escalations\n\n🚫 NO RESPONSE needed when:\n- Test messages\n- Spam or irrelevant content\n- Messages with no clear question\n- Automated messages\n\nResponse Instructions:\n- Language: Respond in the same language as the customer's message\n- Personalization: Address the customer by name\n- Professional Closing: Always end with proper signature\n- CRITICAL: ALL escalations go to your-email@company.com\n\nResponse Format:\nWhen you CAN answer:\n{\n\t\"Sending To\": \"{{ $json.Email }}\",\n\t\"Subject\": \"Re: Your inquiry about [topic]\",\n\t\"Message\": \"Your personalized answer\"\n}\n\nWhen you CANNOT answer:\n{\n\t\"Sending To\": \"your-email@company.com\",\n\t\"Subject\": \"Customer Inquiry Escalation - {{ $json.Company }}\",\n\t\"Message\": \"Customer inquiry requires human expertise...\"\n}\n\nWhen NO RESPONSE:\n{}"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "retryOnFail": false,
      "typeVersion": 2
    },
    {
      "id": "7cc7c4d1-f8ca-45aa-879a-cbcdc4c32130",
      "name": "シートへのリード記録",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        260,
        540
      ],
      "parameters": {
        "columns": {
          "value": {
            "Date": "={{ $json.submittedAt }}",
            "Name": "={{ $json.Name }}",
            "Mail ": "={{ $json.Email }}",
            "Company": "={{ $json.Company }}",
            "Message": "={{ $json.Message }}",
            "Job Title": "={{ $json['Job Title'] }}"
          },
          "mappingMode": "defineBelow"
        },
        "options": {},
        "operation": "append",
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Leads"
        },
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_GOOGLE_SHEET_ID"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "9364acfc-1abe-4010-84eb-136d5f524724",
      "name": "OpenAI チャットモデル",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        380,
        880
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "typeVersion": 1.2
    },
    {
      "id": "7035b23b-bfb3-4a15-b359-6a4fe59e4fc0",
      "name": "回答送信またはエスカレーション",
      "type": "n8n-nodes-base.gmail",
      "position": [
        640,
        740
      ],
      "webhookId": "e70c8882-98cc-42b5-80de-776ddc39defe",
      "parameters": {
        "sendTo": "={{ $json.output['Sending To'] }}",
        "message": "={{ $json.output.Message }}",
        "options": {},
        "subject": "={{ $json.output.Subject }}",
        "emailType": "text"
      },
      "typeVersion": 2.1
    },
    {
      "id": "19f6d411-02ee-40c8-a1f1-18b50e382db6",
      "name": "AIリード情報拡充",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        900,
        540
      ],
      "parameters": {
        "text": "=Complete the following lead information by using your knowledge and web search. Make sure not to include uncertain information.\n\nEnrich the following input company lead:\n\"{{ $json.Company }}\"\n\nUser Message:\n\"{{ $json.Message }}\"\n\nAnalyze the message to extract pain points and specific needs. Include these in the painpoints field.\n\nFill as much of the information schema below as clearly possible. Use appropriate number formatting for your region.\n\n{\n\"Number of Employees\": \"\",\n\"Industry\": \"\",\n\"geography\": \"\",\n\"annual revenue\": \"\",\n\"technology\": \"\",\n\"painpoints\": \"[Extract from message + research]\"\n}\n\nYour output MUST adhere to the JSON format defined above. No other text is allowed. DO NOT enclose the JSON in ```json ... ```",
        "options": {
          "systemMessage": "You are a helpful assistant that enriches a lead with relevant information and extracts pain points from their message."
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "retryOnFail": false,
      "typeVersion": 2
    },
    {
      "id": "25475f66-629f-4429-a920-c28911cf291c",
      "name": "OpenAI 検索モデル",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        920,
        700
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "typeVersion": 1.2
    },
    {
      "id": "98596eac-6b20-481f-8bdd-d317a471e30c",
      "name": "AIリード分類器",
      "type": "@n8n/n8n-nodes-langchain.textClassifier",
      "position": [
        1500,
        540
      ],
      "parameters": {
        "options": {
          "multiClass": false,
          "systemPromptTemplate": "=You are an expert B2B sales qualification agent. Analyze leads based on our Ideal Customer Profile (ICP) and their message content.\n\n{{ $json.ICP }}\n\nIMPORTANT: Pay special attention to the user's message. Strong pain points or urgent needs in the message can upgrade a lead's classification. Be inclusive - when in doubt, choose nurture over drop.\n\nMake sure to only select exactly ONE classification category!"
        },
        "inputText": "=Company: {{ $('Input Form').item.json.Company }},\nMessage: {{ $('Input Form').item.json.Message }},\nLead enriched by AI: {{ $('AI Lead Enrichment').item.json.output }}",
        "categories": {
          "categories": [
            {
              "category": "demo-ready",
              "description": "={{ $json['demo-ready'] }}"
            },
            {
              "category": "nurture",
              "description": "={{ $json.nurture }}"
            },
            {
              "category": "drop",
              "description": "={{ $json.drop }}"
            }
          ]
        }
      },
      "typeVersion": 1.1,
      "alwaysOutputData": true
    },
    {
      "id": "9a726045-4534-43eb-8d98-e9cc58d29e2a",
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          "value": "gpt-4o"
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      },
      "typeVersion": 1.2
    },
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      "id": "789d48be-3949-4dc9-8b47-a117f37dee93",
      "name": "デモ対応が空でない場合",
      "type": "n8n-nodes-base.if",
      "position": [
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        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "285ef269-e5ca-4753-8c6e-334ac57131f3",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.output }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "fecfc85e-3196-4229-9fed-248ee2caf24c",
      "name": "育成が空でない場合",
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        "conditions": {
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