잠재 고객 자격 평가 및 라우팅 엔진
고급
이것은Content Creation, Multimodal AI분야의자동화 워크플로우로, 17개의 노드를 포함합니다.주로 If, Set, Slack, Webhook, Airtable 등의 노드를 사용하며. AI 기반 잠재 고객 자격 평가 및 라우팅: OpenAI, Slack 및 Airtable 활용
사전 요구사항
- •Slack Bot Token 또는 Webhook URL
- •HTTP Webhook 엔드포인트(n8n이 자동으로 생성)
- •Airtable API Key
- •OpenAI API Key
사용된 노드 (17)
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
"id": "CKcKFoEOfPQBPjxI",
"meta": {
"instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67"
},
"name": "Lead Qualification & Routing Engine",
"tags": [],
"nodes": [
{
"id": "a7fe2e16-0890-4732-8466-9cd08b12acc7",
"name": "잠재 고객 접수 웹훅",
"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": "접수 확인",
"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": "잠재 고객 데이터 보강",
"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 잠재 고객 자격 평가",
"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 응답 파싱",
"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 모델",
"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": "품질별 라우팅",
"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 저장 (핫 리드)",
"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 저장 (육성 대기열)",
"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": "팀 알림 (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": "확인 이메일 전송 (핫)",
"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": "육성 이메일 전송",
"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": "참고: 접수",
"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": "참고: 스마트 라우팅",
"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": "참고: 액션",
"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": "참고: AI 분석1",
"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": "참고: 접수1",
"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"
},
"versionId": "e2984c20-f71f-4c0a-b36a-6676f406ac62",
"connections": {
"437b5f85-504a-4d3a-83e1-d1a757df6333": {
"ai_languageModel": [
[
{
"node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"656cff0b-a058-4fdb-8fd1-da3deb7a0b24": {
"main": [
[
{
"node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
"type": "main",
"index": 0
}
]
]
},
"ab747fea-dafa-42f9-a9b3-484023977da7": {
"main": [
[
{
"node": "bc9abb67-6fa7-4cbe-955f-b90c6af29d68",
"type": "main",
"index": 0
}
],
[
{
"node": "8ab50b21-c1c1-44f4-a73d-c3b3f867b191",
"type": "main",
"index": 0
}
]
]
},
"521d3066-5891-4543-b9a2-d86a0b1c9440": {
"ai_outputParser": [
[
{
"node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"5faded1e-4091-4a33-8acb-670c7af221a9": {
"main": [
[
{
"node": "656cff0b-a058-4fdb-8fd1-da3deb7a0b24",
"type": "main",
"index": 0
}
]
]
},
"a7fe2e16-0890-4732-8466-9cd08b12acc7": {
"main": [
[
{
"node": "5faded1e-4091-4a33-8acb-670c7af221a9",
"type": "main",
"index": 0
}
]
]
},
"3d6667f0-8a10-43eb-b6e2-015e7961ac6c": {
"main": [
[
{
"node": "ab747fea-dafa-42f9-a9b3-484023977da7",
"type": "main",
"index": 0
}
]
]
},
"bc9abb67-6fa7-4cbe-955f-b90c6af29d68": {
"main": [
[
{
"node": "8bed314d-059d-44b3-b618-3dd290507c26",
"type": "main",
"index": 0
},
{
"node": "dc041629-b53a-41b8-ad97-787bf8196403",
"type": "main",
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}
]
]
},
"8ab50b21-c1c1-44f4-a73d-c3b3f867b191": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
}
}
}자주 묻는 질문
이 워크플로우를 어떻게 사용하나요?
위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.
이 워크플로우는 어떤 시나리오에 적합한가요?
고급 - 콘텐츠 제작, 멀티모달 AI
유료인가요?
이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.
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저자
Xavier Tai
@xaviertaiHey 👋 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!
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