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智能线索标记与路由

高级

这是一个Lead Generation, AI Summarization领域的自动化工作流，包含 17 个节点。主要使用 If, Code, EmailSend, HighLevel, ManualTrigger 等节点。 基于HighLevel和Azure GPT-4o-mini的AI驱动线索分类与路由

前置要求
  • •OpenAI API Key

使用的节点 (17)

If
Code
EmailSend
HighLevel
StickyNote
ManualTrigger
Agent
LmChatAzureOpenAi

分类

潜在客户开发
AI 摘要总结
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "id": "roVzAsXzSDUWxYQb",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "智能线索标记与路由",
  "tags": [],
  "nodes": [
    {
      "id": "14abd76c-5099-45d6-9ff3-f95af9f47056",
      "name": "当点击“执行工作流”时",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -2640,
        736
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "73d64595-b0ba-4a49-b03e-aeeff73b40be",
      "name": "便签 - 工作流概览",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3072,
        592
      ],
      "parameters": {
        "color": 4,
        "width": 360,
        "height": 352,
        "content": "## 🤖 AI驱动的线索路由工作流"
      },
      "typeVersion": 1
    },
    {
      "id": "ff1ad33d-0c3d-465d-a509-ca49f0b2a5d5",
      "name": "便签 - 数据收集",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2416,
        384
      ],
      "parameters": {
        "color": 5,
        "width": 320,
        "height": 304,
        "content": "## 📥 数据收集阶段"
      },
      "typeVersion": 1
    },
    {
      "id": "dfa52319-320d-475b-9262-b8f624f53013",
      "name": "便签 - AI分析",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2080,
        1072
      ],
      "parameters": {
        "color": 6,
        "width": 340,
        "height": 280,
        "content": "## 🧠 AI分析阶段"
      },
      "typeVersion": 1
    },
    {
      "id": "52a4bef2-ff2f-4c34-ac9e-aea35f8c6f89",
      "name": "便签 - 路由逻辑",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -816,
        624
      ],
      "parameters": {
        "color": 7,
        "width": 360,
        "height": 352,
        "content": "## 🔀 智能路由"
      },
      "typeVersion": 1
    },
    {
      "id": "ce2aa645-d4a4-401b-afd2-2de399a3590a",
      "name": "便签 - 处理",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1776,
        368
      ],
      "parameters": {
        "color": 3,
        "width": 280,
        "height": 316,
        "content": "## ⚙️ 后处理"
      },
      "typeVersion": 1
    },
    {
      "id": "2b1578f2-7e7f-4874-8481-7e615ade490a",
      "name": "检查：演示请求？",
      "type": "n8n-nodes-base.if",
      "position": [
        -1392,
        656
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
              "value2": "Demo",
              "operation": "contains"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d2b3fe52-4857-4031-9ef1-e689678b3ef8",
      "name": "路由至演示团队",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        -1088,
        544
      ],
      "parameters": {
        "text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
        "options": {},
        "subject": "New Demo Request Lead",
        "toEmail": "demo@company.com",
        "fromEmail": "noreply@company.com"
      },
      "credentials": {
        "smtp": {
          "id": null,
          "name": "Your SMTP Credential"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "9d878a92-9ffe-4c9b-aea5-9d54c750ae0e",
      "name": "检查：支持查询？",
      "type": "n8n-nodes-base.if",
      "position": [
        -1392,
        848
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
              "value2": "Support",
              "operation": "contains"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "1e6fabeb-1f5d-4715-b579-483b99249102",
      "name": "路由至支持团队",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        -1088,
        800
      ],
      "parameters": {
        "text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
        "options": {},
        "subject": "New Support Query Lead",
        "toEmail": "support@company.com",
        "fromEmail": "noreply@company.com"
      },
      "credentials": {
        "smtp": {
          "id": null,
          "name": "Your SMTP Credential"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "649aa2c1-f3e0-4da9-8a4a-9077273a55f8",
      "name": "检查：合作咨询？",
      "type": "n8n-nodes-base.if",
      "position": [
        -1392,
        1056
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
              "value2": "Partnership",
              "operation": "contains"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "dc06d9fa-a7c1-4cc2-9161-231ac977e44f",
      "name": "路由至合作团队",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        -1088,
        1008
      ],
      "parameters": {
        "text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
        "options": {},
        "subject": "New Partnership Lead",
        "toEmail": "partnership@company.com",
        "fromEmail": "noreply@company.com"
      },
      "credentials": {
        "smtp": {
          "id": null,
          "name": "Your SMTP Credential"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "050df426-cc6c-42d4-9d98-7af4752f1e97",
      "name": "AI线索分类器代理",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -1984,
        736
      ],
      "parameters": {
        "text": "You are an AI lead router. Suggest the scope of lead",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2.2
    },
    {
      "id": "dbc6739b-dd49-481a-9b77-d7303229142f",
      "name": "获取所有商机",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        -2400,
        736
      ],
      "parameters": {
        "filters": {},
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true,
        "requestOptions": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "id": "5QWHSi134dLIBEsC",
          "name": "HighLevel account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "bd6b5b4f-a0aa-42c9-8f00-ea15de067a70",
      "name": "Azure OpenAI GPT-4o-mini",
      "type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
      "position": [
        -2016,
        928
      ],
      "parameters": {
        "model": "gpt-4o-mini",
        "options": {}
      },
      "credentials": {
        "azureOpenAiApi": {
          "id": "C3WzT18XqF8OdVM6",
          "name": "Azure Open AI account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "91516bae-94ac-4647-8985-4eca9526d15e",
      "name": "处理AI响应",
      "type": "n8n-nodes-base.code",
      "position": [
        -1632,
        736
      ],
      "parameters": {
        "jsCode": "// Loop over input items and add a new field called 'myNewField' to the JSON of each one\nfor (const item of $input.all()) {\n  item.json.myNewField = 1;\n}\n\nreturn $input.all();"
      },
      "typeVersion": 2
    },
    {
      "id": "fe176854-c40c-4925-abef-2826261ff25b",
      "name": "获取联系方式详情",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        -2192,
        736
      ],
      "parameters": {
        "contactId": "={{ $json.contactId }}",
        "operation": "get",
        "requestOptions": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "id": "5QWHSi134dLIBEsC",
          "name": "HighLevel account"
        }
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "3e6ac3e5-2786-42fb-b411-3ec2064cbdd9",
  "connections": {
    "Process AI Response": {
      "main": [
        [
          {
            "node": "Check: Demo Request?",
            "type": "main",
            "index": 0
          },
          {
            "node": "Check: Support Query?",
            "type": "main",
            "index": 0
          },
          {
            "node": "Check: Partnership Inquiry?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check: Demo Request?": {
      "main": [
        [
          {
            "node": "Route to Demo Team",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check: Support Query?": {
      "main": [
        [
          {
            "node": "Route to Support Team",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Contact Details": {
      "main": [
        [
          {
            "node": "AI Lead Classifier Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch All Opportunities": {
      "main": [
        [
          {
            "node": "Fetch Contact Details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "AI Lead Classifier Agent": {
      "main": [
        [
          {
            "node": "Process AI Response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Azure OpenAI GPT-4o-mini": {
      "ai_languageModel": [
        [
          {
            "node": "AI Lead Classifier Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Check: Partnership Inquiry?": {
      "main": [
        [
          {
            "node": "Route to Partnership Team",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Execute workflow’": {
      "main": [
        [
          {
            "node": "Fetch All Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

高级 - 潜在客户开发, AI 摘要总结

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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工作流信息
难度等级
高级
节点数量17
分类2
节点类型8
难度说明

适合高级用户，包含 16+ 个节点的复杂工作流

作者
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

外部链接
在 n8n.io 查看 →

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