JotForm、Gemini AI、Slackを使用したリードの資格判定とスコアリング
上級
これは自動化ワークフローで、17個のノードを含みます。主にIf, Gmail, Slack, Switch, JotFormTriggerなどのノードを使用。 JotForm、Gemini AI、Slackを使用したリード資格判定とスコアリング
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •Google Gemini API Key
使用ノード (17)
カテゴリー
-
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
{
"meta": {
"instanceId": "51295e4a2441063c8b3c5b0c823451e48c57f5baaf713c6f2f9d792402274528",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "9294603e-f9cd-4460-827c-c5279a04d3b8",
"name": "JotFormトリガー",
"type": "n8n-nodes-base.jotFormTrigger",
"position": [
-832,
-32
],
"webhookId": "728a5fa4-29b1-4da2-b2e6-4022c4c8604f",
"parameters": {
"form": "252856078065061"
},
"credentials": {
"jotFormApi": {
"id": "0rXRUH1s8t1hYA56",
"name": "JotForm account"
}
},
"typeVersion": 1
},
{
"id": "f2dbf370-4810-429c-9a23-731b94bb724b",
"name": "AIエージェント",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-224,
-32
],
"parameters": {
"text": "=You are an expert lead qualification assistant. Analyze the form submission message below to check for spam and calculate a lead score.\n\nAnalyze this data:\n- Message: {{ $json['How can we help?'] }}\n\nProvide your response ONLY in a valid JSON format with two keys:\n1. \"is_spam\": A boolean (true or false).\n2. \"lead_score\": An integer from 1 to 10, where 10 is a high-quality lead with a clear, specific request.\n\nDo not include any text outside of the JSON object.",
"options": {},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2.2
},
{
"id": "958d5771-f3b6-4ca7-b588-b2f578bfd69f",
"name": "構造化出力パーサー",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
-48,
176
],
"parameters": {
"jsonSchemaExample": "{\n \"is_spam\": false,\n \"lead_score\": 9\n}"
},
"typeVersion": 1.3
},
{
"id": "39fd7c5a-6856-4d98-a274-cba96e05f85f",
"name": "Google Geminiチャットモデル",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
-256,
176
],
"parameters": {
"options": {}
},
"credentials": {
"googlePalmApi": {
"id": "mzeuL0IEjP3FgRof",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "8e6004c0-470c-48ee-be04-1dde41ad242b",
"name": "スパム判定",
"type": "n8n-nodes-base.if",
"position": [
368,
-32
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "7fbea884-b17a-4c3d-ae88-df1bc69b93cd",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $json.output.is_spam }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "0cb769ad-e691-4f9a-b396-59cf04c1e474",
"name": "スイッチ",
"type": "n8n-nodes-base.switch",
"position": [
1632,
-32
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "Hot Lead",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "5a5d565e-d9c9-4a67-a160-aa272893a343",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $('AI Agent').item.json.output.lead_score }}",
"rightValue": 8
}
]
},
"renameOutput": true
},
{
"outputKey": "Warm Lead",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "366c473c-e5e1-42fd-bd97-c9eb5893fe0d",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $('AI Agent').item.json.output.lead_score }}",
"rightValue": 5
}
]
},
"renameOutput": true
},
{
"outputKey": "Cold Lead",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "6618605e-c6db-40f0-9661-d345e0939e40",
"operator": {
"type": "number",
"operation": "lte"
},
"leftValue": "={{ $('AI Agent').item.json.output.lead_score }}",
"rightValue": 4
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.3
},
{
"id": "b008b7b3-9423-46f3-bc40-1b35f3cab53f",
"name": "ウォーム返信",
"type": "n8n-nodes-base.gmail",
"position": [
2048,
-16
],
"webhookId": "b5a19446-4cb2-4c27-84b5-13ce88cbaed0",
"parameters": {
"sendTo": "={{ $('JotForm Trigger').item.json['Work Email'] }}",
"message": "=Hi {{ $('JotForm Trigger').item.json['Full Name'] }},\n\nWe've received your request and are reviewing it now. While you wait, you might find this case study on [Relevant Topic] helpful: [Link to a resource or case study]\n\nOur team will be in touch within one business day.\n\nBest regards,\nThe Team",
"options": {
"appendAttribution": false
},
"subject": "Thanks for contacting us",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "8kdHW2rLvRIwn673",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "c8898078-0270-44e3-80a3-b7a1b9319eff",
"name": "ホット返信",
"type": "n8n-nodes-base.gmail",
"position": [
2048,
-224
],
"webhookId": "b5a19446-4cb2-4c27-84b5-13ce88cbaed0",
"parameters": {
"sendTo": "={{ $('JotForm Trigger').item.json['Work Email'] }}",
"message": "=Hi {{ $('JotForm Trigger').item.json['Full Name'] }},\n\nThanks for your detailed message. It sounds like we can definitely help. An expert will reach out to you personally within the next few hours. If you'd like to book a time directly on our calendar, you can use this link:\n[Your Calendly/Booking Link]\n\nBest regards,\nThe Team",
"options": {
"appendAttribution": false
},
"subject": "Following up on your request",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "8kdHW2rLvRIwn673",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "415d662d-2a9f-4ac4-a556-f88f89022601",
"name": "コールド返信",
"type": "n8n-nodes-base.gmail",
"position": [
2048,
192
],
"webhookId": "b5a19446-4cb2-4c27-84b5-13ce88cbaed0",
"parameters": {
"sendTo": "={{ $('JotForm Trigger').item.json['Work Email'] }}",
"message": "=Hi {{ $('JotForm Trigger').item.json['Full Name'] }},\n\nThank you for your interest. We've received your message and will review it as soon as possible.\n\nBest regards,\nThe Team\n",
"options": {
"appendAttribution": false
},
"subject": "We've received your message",
"emailType": "text"
},
"credentials": {
"gmailOAuth2": {
"id": "8kdHW2rLvRIwn673",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "e9d51ab2-b1b0-48e3-92ba-eb5324d0f766",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1104,
-736
],
"parameters": {
"color": 5,
"width": 640,
"height": 864,
"content": "## Step 1: The Front Door 🚪\n### What this step does:\nThis node is the official start of your workflow. It patiently waits for a new person to fill out your Jotform. As soon as someone hits \"Submit,\" this trigger grabs all their information (name, email, message, etc.) and kicks off the entire qualification process.\n\nThis workflow starts with a submission from a \"Talk to an Expert\" sales lead form.\n\n## Jotform Form Configuration\n\nFirst, you'll need a Jotform account. You can sign up and create your form here:\n**[Get Started with Jotform](https://www.jotform.com/?partner=atakhalighi)**\n\n### Required Form Fields\n\nFor this template to work correctly, your form **must** include the following fields. The names below are used in the workflow's expressions.\n\n * **Full Name:** Used to personalize the follow-up email.\n * **Work Email:** The address where the automated reply will be sent.\n * **Role:** Provides important context for your sales team.\n * **Number of Employees:** Helps segment and qualify the lead.\n * **How can we help you?:** **CRITICAL.** This is the text area that provides the message for the AI to analyze for spam checking and lead scoring.\n\n*Note: If you use different names for your fields in Jotform, make sure to update the expressions in the downstream nodes to match.*"
},
"typeVersion": 1
},
{
"id": "9e2b8489-1d63-4615-8253-11109805c5d9",
"name": "スパムは対応不要",
"type": "n8n-nodes-base.noOp",
"position": [
752,
-192
],
"parameters": {},
"typeVersion": 1
},
{
"id": "e1e480ef-c263-4fc0-920f-743969b06f04",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-416,
-416
],
"parameters": {
"color": 3,
"width": 576,
"height": 752,
"content": "## Step 2: The AI Brains 🧠\n### What this step does:\nThis is the core of our automation! It takes the message from the Jotform submission and asks Gemini AI two simple questions:\n1. Is this message spam?\n2. On a scale of 1-10, how interested does this person seem?\n\nThis gives us the `is_spam` and `lead_score` values we need to make smart decisions in the next steps.\n\n### Your To-Do:\n1. Connect your **Google AI credentials**.\n2. In the **Prompt**, double-check that the field name inside the `{{ }}` matches the name of your message field in Jotform (e.g., `How can we help you?`).\n"
},
"typeVersion": 1
},
{
"id": "36150c93-74f0-43e4-80cf-5b2bdcb970d9",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
208,
-384
],
"parameters": {
"width": 432,
"height": 560,
"content": "## Step 3: The Spam Filter 🛡️\n### What this step does:\nThis node acts as a security guard for your workflow. It looks at the \"is_spam\" answer from the AI. If the answer is `true`, it stops the process immediately, ensuring your team is never bothered by junk submissions. Only legitimate leads are allowed to pass.\n\n### Your To-Do:\nNo action needed! This step is pre-configured to protect your sales team's time and focus.\n"
},
"typeVersion": 1
},
{
"id": "5468b5f2-5d69-49f4-b052-84b73b7499ae",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
976,
-384
],
"parameters": {
"color": 4,
"width": 432,
"height": 560,
"content": "## Step 4: The Team Alert 📣\n### What this step does:\nThe moment a lead passes the spam filter, this node sends a clean, easy-to-read notification to a Slack channel. This allows your team to see new opportunities in real-time and act on them quickly.\n\n### Your To-Do:\n1. Connect your **Slack credentials**.\n2. In the **Channel** field, choose the specific channel for your sales team (e.g., `#sales-leads`).\n3. (Optional) Feel free to edit the message text to better suit your team's needs!\n"
},
"typeVersion": 1
},
{
"id": "0edf587b-3bb1-4cf9-85b4-1b5cc5f8497c",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1456,
-384
],
"parameters": {
"color": 2,
"width": 432,
"height": 560,
"content": "## Step 5: The Sorting Hat 🔀\n### What this step does:\nThis is where the real prioritization happens! The Switch node looks at the `lead_score` from the AI and directs the lead down the correct path: \"Hot,\" \"Warm,\" or \"Cold.\" This is how we decide which personalized email the lead should receive.\n\n### Your To-Do:\nYou can easily adjust the scoring rules here to match what a \"Hot\" lead means to you. Just click on a rule to change the numbers.\n"
},
"typeVersion": 1
},
{
"id": "382296e1-4816-463e-bee1-a2de2bbb32c5",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2256,
-240
],
"parameters": {
"color": 6,
"width": 464,
"height": 544,
"content": "## Step 6: The Personalized Follow-Up ✉️\n### What this step does:\nThis is the final, customer-facing step. Based on the path chosen by the Switch node, the correct email template is sent to the lead. Hot leads get a prompt to book a meeting, while colder leads receive more general information.\n\n### Your To-Do (This is very important!):\n1. Connect your **Gmail credentials** to **all three** of these nodes.\n2. **Customize each email!** The text is just a template. You **must** rewrite the content to match your company's voice and update placeholder links like `[Your Calendly/Booking Link]` with your real URLs."
},
"typeVersion": 1
},
{
"id": "bdf076a3-46cc-4fc2-83ca-78b5298f8417",
"name": "営業へのリード通知送信",
"type": "n8n-nodes-base.slack",
"position": [
1136,
-16
],
"webhookId": "1c3bcca7-8201-4283-b446-dba36e016a57",
"parameters": {
"text": "=🚀 *New Lead Qualified! (Score: {{ $json.output.lead_score }} /10)*\n\n*Name:* {{ $('JotForm Trigger').item.json['Full Name'] }}\n*Company Size:* {{ $('JotForm Trigger').item.json['Number of Employees'] }}\n*Inquiry:* {{ $('JotForm Trigger').item.json['How can we help?'] }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C09M7DZFLQY",
"cachedResultName": "sales-leads"
},
"otherOptions": {
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"id": "yP6Hr4wJ20zxMNey",
"name": "Slack account"
}
},
"typeVersion": 2.3
}
],
"pinData": {},
"connections": {
"0cb769ad-e691-4f9a-b396-59cf04c1e474": {
"main": [
[
{
"node": "c8898078-0270-44e3-80a3-b7a1b9319eff",
"type": "main",
"index": 0
}
],
[
{
"node": "b008b7b3-9423-46f3-bc40-1b35f3cab53f",
"type": "main",
"index": 0
}
],
[
{
"node": "415d662d-2a9f-4ac4-a556-f88f89022601",
"type": "main",
"index": 0
}
]
]
},
"8e6004c0-470c-48ee-be04-1dde41ad242b": {
"main": [
[
{
"node": "9e2b8489-1d63-4615-8253-11109805c5d9",
"type": "main",
"index": 0
}
],
[
{
"node": "bdf076a3-46cc-4fc2-83ca-78b5298f8417",
"type": "main",
"index": 0
}
]
]
},
"f2dbf370-4810-429c-9a23-731b94bb724b": {
"main": [
[
{
"node": "8e6004c0-470c-48ee-be04-1dde41ad242b",
"type": "main",
"index": 0
}
]
]
},
"9294603e-f9cd-4460-827c-c5279a04d3b8": {
"main": [
[
{
"node": "f2dbf370-4810-429c-9a23-731b94bb724b",
"type": "main",
"index": 0
}
]
]
},
"39fd7c5a-6856-4d98-a274-cba96e05f85f": {
"ai_languageModel": [
[
{
"node": "f2dbf370-4810-429c-9a23-731b94bb724b",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"bdf076a3-46cc-4fc2-83ca-78b5298f8417": {
"main": [
[
{
"node": "0cb769ad-e691-4f9a-b396-59cf04c1e474",
"type": "main",
"index": 0
}
]
]
},
"958d5771-f3b6-4ca7-b588-b2f578bfd69f": {
"ai_outputParser": [
[
{
"node": "f2dbf370-4810-429c-9a23-731b94bb724b",
"type": "ai_outputParser",
"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
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。
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ワークフロー情報
難易度
上級
ノード数17
カテゴリー-
ノードタイプ10
作成者
Atta
@attakhalighiHi 👋 I design automation workflows with n8n, AI, and custom APIs. My focus is on building reliable systems that save time and boost productivity. Always happy to answer questions about my templates.
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