About this recipe
A recipe for Qualify New Leads In Google Sheets Via Openai S Gpt 4
Recipe Template
{
"id": "8FLJK1NsduFL0Y5P",
"meta": {
"instanceId": "fb924c73af8f703905bc09c9ee8076f48c17b596ed05b18c0ff86915ef8a7c4a"
},
"name": "Qualify new leads in Google Sheets via OpenAI's GPT-4",
"tags": [
{
"id": "y9tvM3hISJKT2jeo",
"name": "Ted's Tech Talks",
"createdAt": "2023-08-15T22:12:34.260Z",
"updatedAt": "2023-08-15T22:12:34.260Z"
}
],
"nodes": [
{
"id": "1f179325-0bec-4e5c-8ebd-0a2bb3ebefaa",
"name": "Merge",
"type": "n8n-nodes-base.merge",
"position": [
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],
"parameters": {
"mode": "combine",
"options": [],
"combinationMode": "mergeByPosition"
},
"typeVersion": 2.1
},
{
"id": "7b548661-2b32-451f-ba52-91ca86728f1e",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
358,
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],
"parameters": {
"width": 442,
"height": 360.6357827476038,
"content": "### 1. Create a Google Sheet document\n* This template uses Google Sheet document connected to Google Forms, but a standalone Sheet document will work too\n* Adapt initial trigger to your needs: check for new entries periodically or add a manual trigger\n\n[Link to the Google Sheet template](https:\/\/docs.google.com\/spreadsheets\/d\/1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs)"
},
"typeVersion": 1
},
{
"id": "308b4dce-4656-47bd-b217-69565b1c34f6",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
820,
420
],
"parameters": {
"width": 471,
"height": 322,
"content": "### 2. Provide lead qualification instructions\n* Create a __system message__ with overall instructions\n* Add a __user message__ with the JSON variables\n* Set node parses the resulting JSON object, but you can also request a plain string response in the system message"
},
"typeVersion": 1
},
{
"id": "c00442ca-98cf-4296-b084-f0881ce4fd39",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1320,
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],
"parameters": {
"width": 355,
"height": 269.81214057507987,
"content": "### 3. Combine the initial data with GPT response\n* This Merge node puts together original records from the google sheet and responses from the OpenAI"
},
"typeVersion": 1
},
{
"id": "62643a4c-a69c-4351-9960-20413285ff33",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1700,
220
],
"parameters": {
"width": 398,
"height": 265,
"content": "### 4. Update the Google Sheet document\n* Provide __Column to Match On__ (usually a timestamp in case of Google Forms)\n* Enter the result from GPT into a separate column"
},
"typeVersion": 1
},
{
"id": "4cd58340-81c4-46c7-b346-25a9b6ef2910",
"name": "Update lead status",
"type": "n8n-nodes-base.googleSheets",
"position": [
1860,
340
],
"parameters": {
"columns": {
"value": {
"Rating": "={{ $json.reply.rating }}",
"Timestamp": "={{ $json.Timestamp }}"
},
"schema": [
{
"id": "Timestamp",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Timestamp",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email Address",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Email Address",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Your name",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Your name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Your business area",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Your business area",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Your team size",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Your team size",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Rating",
"type": "string",
"display": true,
"required": false,
"displayName": "Rating",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Timestamp"
]
},
"options": [],
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 72739218,
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs\/edit#gid=72739218",
"cachedResultName": "Form Responses 1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs",
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs\/edit?usp=drivesdk",
"cachedResultName": "Join Community (Responses)"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "RtRiRezoxiWkzZQt",
"name": "Ted's Tech Talks Google account"
}
},
"typeVersion": 4.2
},
{
"id": "fea0acee-13b6-441a-8cf9-c8fedbc4617d",
"name": "Extract JSON reply",
"type": "n8n-nodes-base.set",
"position": [
1120,
580
],
"parameters": {
"fields": {
"values": [
{
"name": "reply",
"type": "objectValue",
"objectValue": "={{ JSON.parse($json.message.content) }}"
}
]
},
"include": "selected",
"options": []
},
"typeVersion": 3.2
},
{
"id": "0a0608fe-894f-4eb5-b690-233c6dfc0428",
"name": "Qualify leads with GPT",
"type": "n8n-nodes-base.openAi",
"position": [
900,
580
],
"parameters": {
"prompt": {
"messages": [
{
"role": "system",
"content": "Your task is to qualify incoming leads. Leads are form submissions to a closed community group. Use the following criteria for a quality lead:\n\n1. We are looking for decision makers who run companies or who have some teams. The bigger the team - the better. Basically, everyone with some level of responsibility should be accepted. This is the main criterion.\n2. Email from a non-standard domain. Ideally this should be a corporate domain, but this is a secondary criterion.\n\nPlease thing step by step whether a lead is quality or not?\n\nIf at least one of the criteria satisfy, reply with \"qualified\" in response. Otherwise reply \"not qualified\". Reply with a JSON of the following structure: {\"rating\":\"string\",\"explanation\":\"string\"}. Reply only with with the JSON and nothing more!"
},
{
"content": "=Here's a lead info:\nName: {{ $json['Your name'] }}\nEmail: {{ $json['Email Address'] }}\nBusiness area: {{ $json['Your business area'] }}\nSize of the team: {{ $json['Your team size'] }}"
}
]
},
"options": {
"temperature": 0.3
},
"resource": "chat",
"chatModel": "gpt-4-turbo-preview"
},
"credentials": {
"openAiApi": {
"id": "rveqdSfp7pCRON1T",
"name": "Ted's Tech Talks OpenAi"
}
},
"typeVersion": 1.1
},
{
"id": "22fdec69-a4a9-430d-9950-79195799ae7a",
"name": "Check for new entries",
"type": "n8n-nodes-base.googleSheetsTrigger",
"position": [
520,
340
],
"parameters": {
"event": "rowAdded",
"options": [],
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": 72739218,
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs\/edit#gid=72739218",
"cachedResultName": "Form Responses 1"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs",
"cachedResultUrl": "https:\/\/docs.google.com\/spreadsheets\/d\/1jk8ZbfOMObvHGGImc0sBJTZB_hracO4jRqfbryMgzEs\/edit?usp=drivesdk",
"cachedResultName": "Join Community (Responses)"
}
},
"credentials": {
"googleSheetsTriggerOAuth2Api": {
"id": "m33qCYf9eEvSgo0x",
"name": "Ted's Tech Talks Google Sheets Trigger"
}
},
"typeVersion": 1
}
],
"active": false,
"pinData": [],
"settings": {
"callerPolicy": "workflowsFromSameOwner",
"executionOrder": "v1",
"saveManualExecutions": true,
"saveExecutionProgress": true,
"saveDataSuccessExecution": "all"
},
"versionId": "ffad0998-1a6b-469d-9297-6d7fd88387b9",
"connections": {
"Merge": {
"main": [
[
{
"node": "Update lead status",
"type": "main",
"index": 0
}
]
]
},
"Extract JSON reply": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Check for new entries": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 0
},
{
"node": "Qualify leads with GPT",
"type": "main",
"index": 0
}
]
]
},
"Qualify leads with GPT": {
"main": [
[
{
"node": "Extract JSON reply",
"type": "main",
"index": 0
}
]
]
}
}
}How to Use an n8n Template
1
Create a New Workflow
Click "New Workflow" in your n8n dashboard to get started.
2
Copy & Paste Template
First, copy this template:
Click here to copy the JSON
.
Then, in n8n, click the three dots (···) → "Import from file" and paste the JSON code.
3
Customize the Nodes
Go through each node in the workflow to update inputs like spreadsheet IDs, email addresses, or message content. Adjust field mappings to match your data.
4
Grant Access
For nodes that connect to external apps (like Google Sheets or Slack), you'll need to grant access. Connect your accounts using OAuth or an API key and save the credentials in the node.
5
Test It
Run the workflow by clicking "Execute Node" for each step or "Run Once" for the whole thing. Check the right sidebar to inspect data and debug any errors (they'll show up in red).
6
Activate Workflow
Once everything works as expected, click the "Activate" toggle to turn your workflow on. You're all set!