Ce workflow n8n permet d’évaluer et catégoriser automatiquement les leads entrants selon vos critères via une intégration Google Sheets et GPT-4. Le résultat de la qualification est enregistré dans une colonne dédiée.
Ce workflow n8n permet d’évaluer et catégoriser automatiquement les leads entrants selon vos critères via une intégration Google Sheets et GPT-4. Le résultat de la qualification est enregistré dans une colonne dédiée.
{
"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": [
1440,
340
],
"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,
136.3642172523962
],
"parameters": {
"width": 442,
"height": 360.6357827476038,
"content": "### 1. Create a Google Sheet documentn* This template uses Google Sheet document connected to Google Forms, but a standalone Sheet document will work toon* Adapt initial trigger to your needs: check for new entries periodically or add a manual triggernn[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 instructionsn* Create a __system message__ with overall instructionsn* Add a __user message__ with the JSON variablesn* 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,
222.18785942492013
],
"parameters": {
"width": 355,
"height": 269.81214057507987,
"content": "### 3. Combine the initial data with GPT responsen* 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 documentn* 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:nn1. 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.nnPlease thing step by step whether a lead is quality or not?nnIf 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
}
]
]
}
}
}