Automatisez le Résumé de Vos Emails avec A.I. et Messagerie
Ce workflow n8n vous permet d'automatiser la gestion de vos emails en utilisant l'intelligence artificielle pour résume...
Documentation Complète
📋 Automatisez la Qualification de Leads avec Google Sheets et OpenAI
💡 Description
Ce workflow innovant automatise la qualification de leads en utilisant Google Sheets et GPT-4 d'OpenAI. En connectant vos formulaires Google à ce workflow, vous pouvez automatiquement évaluer chaque soumission selon des critères prédéfinis, garantissant que seuls les leads de qualité sont identifiés. Cela permet non seulement de gagner du temps précieux, mais aussi d'améliorer l'efficacité de votre pipeline de vente. Grâce à l'intégration fluide avec OpenAI, ce processus garantit que les décisions sont basées sur des analyses avancées, augmentant ainsi le taux de conversion et maximisant le retour sur investissement.
📈 Impact & ROI: Améliorez votre processus de vente en qualifiant automatiquement les leads, réduisant ainsi les efforts manuels et augmentant le taux de conversion.
🚀 Fonctionnalités Clés
- ✅ Qualification automatisée des leads pour une efficacité accrue
- ✅ Intégration transparente avec Google Sheets et OpenAI
- ✅ Gain de temps grâce à l'automatisation des évaluations
- ✅ Analyse avancée des données pour un meilleur ciblage
📊 Architecture Technique
9
Nodes
Nodes
4
Connexions
Connexions
2
Services
Services
🔌 Services Intégrés
Google SheetsOpenAI
🔧 Composition du Workflow
| Node | Type | Description |
|---|---|---|
| Merge | merge | Fusion de plusieurs branches de données |
| Sticky Note | stickyNote | Traitement des données |
| Sticky Note1 | stickyNote | Traitement des données |
| Sticky Note2 | stickyNote | Traitement des données |
| Sticky Note3 | stickyNote | Traitement des données |
| Update lead status | googleSheets | Traitement des données |
| Extract JSON reply | set | Traitement des données |
| Qualify leads with GPT | openAi | Traitement des données |
| Check for new entries | googleSheetsTrigger | Traitement des données |
📖 Guide d'Implémentation
- Import du workflow: Téléchargez le fichier JSON et importez-le dans votre instance n8n
- Configuration des credentials: Configurez les accès pour chaque service utilisé
- Personnalisation: Adaptez les paramètres selon vos besoins spécifiques
- Test: Exécutez le workflow en mode test pour vérifier le bon fonctionnement
- Activation: Activez le workflow pour une exécution automatique
🏷️ Tags
Structure JSON
Voir le code JSON complet
{
"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 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,
222.18785942492013
],
"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
}
]
]
}
}
}
Workflows Similaires
Automatisation de gestion des réunions Zoom et communication
Ce workflow est conçu pour automatiser le processus de planification et de gestion des réunions Zoom tout en assurant ...
Automatisez vos Tweets d'images humoristiques à 17h
Ce workflow n8n est conçu pour les professionnels des réseaux sociaux cherchant à automatiser leur contenu humoristiq...