Automated Lead Processing and Notification Workflow

This n8n workflow automates the process of handling new leads captured via a webhook in ERPNext, analyzing their details with AI, and notifying the appropriate team members through email. The workflow starts when a lead is submitted through an ERPNext form, triggering a webhook. It then gathers lead data from ERPNext, including notes and source information. An AI agent evaluates the lead’s notes and source, determining if the inquiry is valid and related to the company’s products or services. If valid, the AI fetches company profiles, policies, and contact details from Google Docs and Sheets to identify the responsible contact person or team. The workflow then generates a professional HTML email summarizing the customer inquiry and sends it via Outlook, ensuring quick and targeted communication. For invalid or unrelated leads, it flags them accordingly. This automation significantly streamlines lead management, improves response times, and ensures relevant internal teams are promptly notified of customer inquiries, making it ideal for sales, marketing, and customer support operations.