Quick overview This workflow receives inbound leads via a webhook, normalizes common form fields, and uses OpenAI to score and tier each lead as HOT, WARM, or NURTURE. It logs the result to Google Sheets, sends a tier-specific email auto-reply, and alerts a Slack channel for HOT leads. How it works Receives an inbound lead submission via a POST webhook. Normalizes incoming fields (name, email, company, website, message, budget, timeline, and source) into a consistent structure. Sends the normalized lead details to OpenAI to generate JSON scores (fit, budget, urgency, overall), a tier, reasoning, next action, and red flags. Merges the AI qualification results back into the lead record and routes the lead based on the tier. For HOT leads, posts an alert to Slack, appends the lead to the “Hot Leads” tab in Google Sheets, and sends a HOT auto-reply email. For WARM and NURTURE leads, appends the lead to the matching Google Sheets tab and sends the corresponding tier-specific auto-reply email. Returns a JSON response to the webhook caller confirming success and the assigned tier. Setup Add an OpenAI credential and customize the system prompt ICP/scoring rules in the OpenAI step.
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CWRoute insurance quote leads with OpenAI, Airtable, Sheets, Teams, Slack and Twilio
Quick overview This workflow receives insurance quote submissions via a webhook, normalizes and deduplicates them against Airtable and/or Google Sheets, uses OpenAI to score and classify the lead, then routes hot/warm leads to Microsoft Teams and/or Slack (plus Twilio SMS for hot leads) and logs the quote. How it works Receives an insurance quote request through a webhook endpoint. Applies configurable settings (log destination, notification channels, thresholds) and normalizes the incoming form payload into a standard quote format. Checks Airtable and/or Google Sheets for recent matching email/phone/hash entries to detect duplicate submissions. If the quote is new and has contact details, sends the quote data to OpenAI to generate a lead score, priority, underwriting flags, missing info, and recommended next steps. Routes the quote as hot, warm, or cold based on the score/priority and prepares formatted alert messages for Microsoft Teams and Slack. Posts hot/warm alerts to Microsoft Teams and/or Slack, and sends a Twilio SMS to an agent for hot leads. Creates a quote log record in Airtable and/or appends a row to Google Sheets, then returns a JSON response with logging and notific
Route supplier risk alerts from Gmail to Slack with Gemini and Google Sheets
Quick overview This workflow monitors incoming Gmail messages from suppliers, uses Google Gemini to analyze sentiment and relationship risk, generates an engagement strategy for risky emails, sends an alert to Slack, and logs the analysis and recommended response to Google Sheets. How it works Triggers every minute by checking Gmail for new incoming emails. Filters out irrelevant messages (for example newsletters, unsubscribe emails, no-reply senders, and auto-replies) and keeps only valid supplier emails. Extracts the sender, subject, and email snippet into a single text block and waits briefly to buffer processing. Sends the email text to Google Gemini to return a structured JSON analysis with sentiment score/label, intent, urgency, key concern, and deterioration risk, then normalizes these fields and derives a trend. Flags the interaction as high risk based on the deterioration risk value or a low sentiment score and waits briefly before continuing. Uses Google Gemini to generate a concise engagement strategy (recommended action, draft opening message, and follow-up timeline), then parses it and formats a Slack-ready alert. Sends the alert to a selected Slack user and appends th
Recommend supplier consolidation with Google Sheets, Groq, Slack and Gmail
Quick overview This workflow runs weekly to read supplier spend data from Google Sheets, detect overlapping suppliers across departments, estimate potential consolidation savings, and use Groq-hosted LLM analysis to assess risk and produce recommendations that are sent to Slack and emailed via Gmail. How it works Runs every week on a scheduled trigger. Reads supplier records from a Google Sheets spreadsheet and keeps key fields like supplier name, department, spend, risk rating, and stakeholder email. Groups and normalizes supplier names to find suppliers used by multiple departments and calculates estimated savings and an opportunity level. Sends each consolidation opportunity to a Groq chat model to evaluate risk versus savings and return a JSON decision and recommendation. Parses the AI JSON output, merges it with the calculated savings data, and formats a final recommendation record. Posts the recommendation to a Slack channel and emails a formatted report to the supplier stakeholder email address. Setup Connect your Google Sheets OAuth account and update the spreadsheet ID and sheet/tab to match your supplier records. Add a Groq API credential for the chat model used to evalua