プロスペクトの意図分類と自動タスク作成ツール

• •ターゲットAPIの認証情報が必要な場合あり
• •Google Sheets API認証情報
• •OpenAI API Key

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  "name": "Lead Intent Classification & Auto-Task Creator",
  "tags": [],
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    {
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        "content": "## 🎯 Lead Intent Classification & Auto-Task Creator\n\n**Purpose:**\nAutomatically analyze incoming lead replies from Google Sheets, classify their intent using AI, and create appropriate follow-up tasks in ClickUp.\n\n**What This Workflow Does:**\n1. Reads new lead replies from Google Sheets every 15 minutes\n2. Uses Azure OpenAI (GPT-4) to classify intent (Demo Request, Pricing, Objection, etc.)\n3. Routes leads based on classified intent\n4. Creates tasks in ClickUp with appropriate due dates and descriptions\n5. Adds checklist items for follow-up actions\n\n**Business Value:**\n- Saves 2-3 hours daily on manual lead qualification\n- Ensures no lead falls through the cracks\n- Standardizes follow-up procedures\n- Provides clear next actions for sales team\n\n**Required Setup:**\n- Google Sheets with lead data\n- Azure OpenAI API access (GPT-4)\n- ClickUp workspace with appropriate lists\n\n"
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        "content": "## ⏰ Trigger Configuration\n\n**Runs every 15 minutes** to check for new lead replies.\n\n**Setup Instructions:**\n1. Adjust interval based on your needs (15min recommended)\n2. For high-volume: Use 5-10 minutes\n3. For low-volume: Use 30-60 minutes\n\n**Note:** First run will process all existing rows. Subsequent runs only process new data."
      },
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    {
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        "content": "## 📊 Google Sheets Setup\n\n**Required Sheet Columns:**\n- `leadId` - Unique identifier\n- `name` - Lead's full name\n- `email` - Contact email\n- `reply` - Customer's message\n- `company` - Company name (optional)\n\n**Important:**\n1. Replace the documentId with YOUR Google Sheet ID\n2. Sheet must be shared with your n8n service account\n3. Create a tab named \"GHL-Replies\"\n\n**Credential Setup:**\nUse Google Sheets OAuth2 authentication"
      },
      "typeVersion": 1
    },
    {
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      "name": "付箋3",
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        "content": "## 🔄 Data Preparation\n\n**Purpose:** Standardizes incoming data format for AI analysis.\n\n**What It Does:**\n- Extracts lead ID, name, email, company\n- Normalizes field names\n- Handles missing data gracefully\n- Prepares clean JSON for AI agent\n\n**Fallback Logic:** Uses data from previous node if current data is incomplete."
      },
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    {
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        "content": "## 🤖 AI Intent Classification\n\n**Model:** Azure OpenAI GPT-4\n\n**Intent Categories:**\n1. **DEMO_REQUEST** - Wants product demo\n2. **PRICING_INQUIRY** - Asking about costs\n3. **OBJECTION** - Has concerns/questions\n4. **POSITIVE_INTEREST** - General interest\n5. **NOT_INTERESTED** - Declined/closed\n\n**Setup Required:**\n1. Add your Azure OpenAI credentials\n2. Ensure GPT-4 deployment is active\n3. Test with sample leads first\n\n**Output:** Structured JSON with intent, next step, and reasoning"
      },
      "typeVersion": 1
    },
    {
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      "name": "付箋5",
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        "content": "## 📤 Extract AI Results\n\n**Purpose:** Pulls out the classified intent and preserves original lead data.\n\n**Output Fields:**\n- `intent` - Classified category\n- `originalData` - All lead information for downstream nodes\n\n**Next:** Routes to appropriate handler based on intent"
      },
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        "content": "## 🔀 Intent-Based Router\n\n**Routes leads to specialized handlers:**\n\n**Output 0:** Demo Requests → Schedule demo tasks\n**Output 1:** Pricing Inquiries → Send pricing info\n**Output 2:** Objections → Address concerns\n**Output 3:** Default/Other → General follow-up\n\n**Logic:** Exact string matching on intent field (case-sensitive)"
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        "content": "## 🎯 Demo Request Handler\n\n**Creates:**\n- Next Step: \"Schedule Demo\"\n- Pipeline Stage: \"Demo Scheduled\"\n- Due Date: +2 days\n- Task: Contact lead to schedule product demo\n\n**Use Case:** Lead wants to see the product in action"
      },
      "typeVersion": 1
    },
    {
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      "name": "付箋8",
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      "parameters": {
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        "content": "## 💰 Pricing Handler\n\n**Creates:**\n- Next Step: \"Send Pricing Information\"\n- Pipeline Stage: \"Pricing Sent\"\n- Due Date: +1 day (urgent!)\n- Task: Send pricing details immediately\n\n**Use Case:** Lead is budget-conscious and needs costs"
      },
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        "content": "## ⚠️ Objection Handler\n\n**Creates:**\n- Next Step: \"Address Objections\"\n- Pipeline Stage: \"Objection Handling\"\n- Due Date: +1 day (high priority)\n- Task: Follow up to handle concerns\n\n**Use Case:** Lead has doubts or needs clarification"
      },
      "typeVersion": 1
    },
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        "content": "## 📋 Default Handler\n\n**Creates:**\n- Next Step: \"General Follow-up\"\n- Pipeline Stage: \"Follow-up Required\"\n- Due Date: +3 days\n- Task: General check-in with lead\n\n**Use Case:** Positive interest or unclear intent"
      },
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        "content": "## ✅ ClickUp Task Creation\n\n**Setup Required:**\n1. Replace `team`, `space`, `folder`, `list` IDs with YOUR ClickUp workspace IDs\n2. Add your ClickUp API credentials\n3. Set default priority (currently: 3 = Normal)\n\n**Task Fields:**\n- Name: Combines next step + lead name\n- Due Date: Calculated based on intent\n- Priority: Set to 3 (adjust as needed)\n\n**How to Find IDs:**\nGo to ClickUp → Settings → Integrations → API → Copy IDs from URL"
      },
      "typeVersion": 1
    },
    {
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      "name": "付箋12",
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        "content": "## 🔁 Batch Processing Loop\n\n**Purpose:** Processes checklist items one at a time to avoid rate limits.\n\n**How It Works:**\n1. Takes all tasks from previous node\n2. Processes them sequentially\n3. Adds checklist to each task\n4. Loops until all items processed\n\n**Why Needed:** ClickUp API has rate limits (100 req/min)"
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      "typeVersion": 1
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        "content": "## 📝 Add Checklist to Task\n\n**HTTP Request to ClickUp API**\n\n**Endpoint:** `/api/v2/task/{taskId}/checklist`\n\n**Purpose:** Creates a checklist on each task for structured follow-up.\n\n**Current Checklist:** Named using task name\n\n**Auth:** Uses ClickUp API credentials (same as task creation)"
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        "content": "## ✔️ Add Checklist Item\n\n**HTTP Request to ClickUp API**\n\n**Endpoint:** `/api/v2/checklist/{checklistId}/checklist_item`\n\n**Purpose:** Adds \"Follow-up\" item to checklist.\n\n**Customization:**\nModify the JSON body to add multiple items:\n```json\n{\n  \"name\": \"Send follow-up email\",\n  \"assignee\": 12345\n}\n```"
      },
      "typeVersion": 1
    },
    {
      "id": "1e68f4bc-f4bd-4af2-b7ed-7fd9dfb2235a",
      "name": "スケジュールトリガー",
      "type": "n8n-nodes-base.scheduleTrigger",
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        "rule": {
          "interval": [
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              "minutesInterval": 15
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      },
      "typeVersion": 1.2
    },
    {
      "id": "1f085d74-3a29-471b-b2ae-ef8cbd64f36b",
      "name": "Google Sheets - 新規返信を読み取る",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -3616,
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      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "GHL-Replies",
          "cachedResultUrl": "",
          "cachedResultName": "GHL-Replies"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_ID_HERE",
          "cachedResultUrl": "",
          "cachedResultName": "Lead Replies Sheet"
        }
      },
      "typeVersion": 4.5,
      "continueOnFail": true
    },
    {
      "id": "5245b1fa-602f-4828-8183-408174a479f4",
      "name": "分類用データ準備",
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          "assignments": [
            {
              "id": "a1b2c3d4-e5f6-7a8b-9c0d-1e2f3a4b5c6d",
              "name": "leadId",
              "type": "string",
              "value": "={{ $json.id || $('Google Sheets - Read New Replies').item.json.leadId }}"
            },
            {
              "id": "b2c3d4e5-f6a7-8b9c-0d1e-2f3a4b5c6d7e",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.name || $('Google Sheets - Read New Replies').item.json.name }}"
            },
            {
              "id": "c3d4e5f6-a7b8-9c0d-1e2f-3a4b5c6d7e8f",
              "name": "replyMessage",
              "type": "string",
              "value": "={{ $json.lastMessage || $('Google Sheets - Read New Replies').item.json.reply }}"
            },
            {
              "id": "d4e5f6a7-b8c9-0d1e-2f3a-4b5c6d7e8f9a",
              "name": "email",
              "type": "string",
              "value": "={{ $json.email || $('Google Sheets - Read New Replies').item.json.email }}"
            },
            {
              "id": "2c3f0d08-1375-4823-a2cc-6d7045170505",
              "name": "company",
              "type": "string",
              "value": "={{ $json.company }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "4fcec8d6-582c-4577-aff9-43f8f907388c",
      "name": "インテント結果抽出",
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          "assignments": [
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              "name": "intent",
              "type": "string",
              "value": "={{ $json.output.intent }}"
            },
            {
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              "name": "originalData",
              "type": "object",
              "value": "={{ $('Prepare Data for Classification').item.json }}"
            }
          ]
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      },
      "typeVersion": 3.4
    },
    {
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                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
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                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "DEMO_REQUEST"
                  }
                ]
              }
            },
            {
              "conditions": {
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                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "PRICING_INQUIRY"
                  }
                ]
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            },
            {
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                  "version": 2,
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                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "OBJECTION"
                  }
                ]
              }
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                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "NOT_INTERESTED"
                  }
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    },
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              "name": "nextStep",
              "type": "string",
              "value": "Schedule Demo"
            },
            {
              "id": "e5f6a7b8-c9d0-1e2f-3a4b-5c6d7e8f9a0b",
              "name": "pipelineStage",
              "type": "string",
              "value": "Demo Scheduled"
            },
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              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(2, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
              "id": "a7b8c9d0-e1f2-3a4b-5c6d-7e8f9a0b1c2d",
              "name": "taskDescription",
              "type": "string",
              "value": "=Contact {{ $json.originalData.leadName }} to schedule product demo"
            },
            {
              "id": "e9e63b9d-cc67-44b2-b869-6337b47873f7",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
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      "parameters": {
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              "name": "nextStep",
              "type": "string",
              "value": "Send Pricing Information"
            },
            {
              "id": "c9d0e1f2-a3b4-5c6d-7e8f-9a0b1c2d3e4f",
              "name": "pipelineStage",
              "type": "string",
              "value": "Pricing Sent"
            },
            {
              "id": "d0e1f2a3-b4c5-6d7e-8f9a-0b1c2d3e4f5a",
              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(1, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
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              "name": "taskDescription",
              "type": "string",
              "value": "=Send pricing details to {{ $json.originalData.leadName }}"
            },
            {
              "id": "61a9bbdc-ac95-47e1-8c31-1321b00e236b",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
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        }
      },
      "typeVersion": 3.4
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    {
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              "name": "nextStep",
              "type": "string",
              "value": "Address Objections"
            },
            {
              "id": "a3b4c5d6-e7f8-9a0b-1c2d-3e4f5a6b7c8d",
              "name": "pipelineStage",
              "type": "string",
              "value": "Objection Handling"
            },
            {
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              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(1, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
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              "name": "taskDescription",
              "type": "string",
              "value": "=Follow up with {{ $json.originalData.leadName }} to handle objections"
            },
            {
              "id": "cf8edd3b-9e69-47fc-8c2b-9e854054dbaa",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
          ]
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      "typeVersion": 3.4
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