潜在顧客の資格審査とルーティングエンジン

上級

これはContent Creation, Multimodal AI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, Set, Slack, Webhook, Airtableなどのノードを使用。 AIを活用した潜在顧客の資格審査とルーティング:OpenAI、Slack、Airtableを使用

前提条件
  • Slack Bot Token または Webhook URL
  • HTTP Webhookエンドポイント(n8nが自動生成)
  • Airtable API Key
  • 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": "CKcKFoEOfPQBPjxI",
  "meta": {
    "instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67"
  },
  "name": "Lead Qualification & Routing Engine",
  "tags": [],
  "nodes": [
    {
      "id": "a7fe2e16-0890-4732-8466-9cd08b12acc7",
      "name": "リード受付 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": "受領確認",
      "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": "リードデータの拡充",
      "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": "AIリード適格性評価",
      "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": "AI応答の解析",
      "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": "OpenAI モデル",
      "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": "品質別ルーティング",
      "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": "Airtable 保存(ホットリード)",
      "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": "Airtable 保存(育成キュー)",
      "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": "チーム通知(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": "確認メール送信(ホット)",
      "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": "育成メール送信",
      "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": "注記:受付",
      "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": "注記:スマートルーティング",
      "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": "注記:アクション",
      "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": "注記:AI分析1",
      "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": "注記:受付1",
      "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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}
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 - コンテンツ作成, マルチモーダルAI

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。

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11
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
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!

外部リンク
n8n.ioで表示

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カテゴリー

カテゴリー: 34