{ "id": "sxn2JK2kAGItRWSW", "name": "AI Lead Qualification Agent: Auto-Score, Route and Reply with Claude", "tags": [], "nodes": [ { "id": "20f5be09-5982-413f-b17b-8f4018d641a0", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1664, 272 ], "parameters": { "color": 0, "width": 460, "height": 1044, "content": "## AI Lead Qualification Agent: Auto-Score, Route and Reply with Claude\n\nStop wasting time on leads that will never convert. This workflow reads every inbound form submission, uses Claude AI to score the lead 1-10 against your ideal customer profile, and automatically takes the right action \u2014 all without you lifting a finger.\n\n### How it works\n\n1. A lead submits your n8n Form (or any connected form tool).\n2. Claude AI reads the submission and assigns a score from 1 to 10 based on fit, intent, and company size.\n3. Hot leads (score 7-10) get an instant personalised reply email and a Slack alert to your team.\n4. Warm leads (score 4-6) get a softer reply and are added to a follow-up sequence.\n5. Cold leads (score 1-3) receive a polite decline email.\n6. Every lead \u2014 regardless of score \u2014 is logged to Google Sheets with the score and reasoning.\n\n### Setup steps\n\n- [ ] **n8n Form** \u2014 The form is built into this workflow. Copy the form URL from the Form Trigger node and embed or share it as your contact form.\n- [ ] **Claude AI** \u2014 Click the Claude Sonnet sub-node under Score Lead Intent, add a new Anthropic credential, and paste your API key from console.anthropic.com.\n- [ ] **Gmail** \u2014 Connect your Gmail account in the three email nodes: Hot Lead Reply, Warm Lead Reply, and Cold Lead Reply.\n- [ ] **Slack** \u2014 Connect your Slack account in Notify Team - Hot Lead and select your channel (e.g. sales-leads). Right-click and Disable this node if you do not use Slack.\n- [ ] **Google Sheets** \u2014 Create a sheet with headers: Timestamp, Name, Email, Company, Message, Score, Tier, Reasoning. Connect your Google account in Log Lead to Sheets.\n- [ ] Update the AI scoring prompt inside Score Lead Intent to describe your ideal customer profile.\n- [ ] Activate the workflow and submit a test form entry to verify all three branches work.\n\n### Customization\n\nAdjust the hot/warm/cold score thresholds in the Route by Score node to match your standards. Swap Claude Sonnet for Claude Haiku to reduce API costs if volume is high." }, "typeVersion": 1 }, { "id": "9ad58882-eb25-4693-8e58-573b84309ec7", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1136, 288 ], "parameters": { "color": 7, "width": 380, "height": 320, "content": "## Capture inbound lead\n\nAn n8n Form collects the lead's name, email, company, and message. No third-party form tool needed \u2014 the URL is generated automatically when you activate the workflow." }, "typeVersion": 1 }, { "id": "21fed022-5d1e-42d7-bf04-3fea1a5bba09", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -720, 288 ], "parameters": { "color": 7, "width": 376, "height": 340, "content": "## Score lead with Claude AI\n\nClaude Sonnet reads the submission and returns a score (1-10) plus a one-line reasoning. Edit the system prompt in this node to describe your ideal customer so Claude scores against your actual criteria." }, "typeVersion": 1 }, { "id": "eb407925-c97e-43d6-a829-4e9ab7695935", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -320, 288 ], "parameters": { "color": 7, "width": 280, "height": 336, "content": "## Route by score\n\nSplits leads into three tiers: Hot (7-10), Warm (4-6), and Cold (1-3). Each tier triggers a different set of actions below." }, "typeVersion": 1 }, { "id": "0919a0a9-4c98-4039-b51a-51694d1cd381", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 0, -64 ], "parameters": { "color": 7, "width": 580, "height": 324, "content": "## Hot lead branch (score 7-10)\n\nThis lead matches your ideal profile. Sends an instant personalised reply email, fires a Slack alert to your team, and logs everything to Google Sheets.\n\nSlack is optional \u2014 right-click the Notify Team node and Disable if unused." }, "typeVersion": 1 }, { "id": "c4974033-8ae1-4786-ba47-124d236c4bec", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 304 ], "parameters": { "color": 7, "width": 520, "height": 288, "content": "## Warm lead branch (score 4-6)\n\nPromising but not yet a clear fit. Sends a friendly holding reply that sets expectations, then logs to Google Sheets for manual follow-up." }, "typeVersion": 1 }, { "id": "6bf12966-4199-4013-8355-b743714c2af2", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 640 ], "parameters": { "color": 7, "width": 480, "height": 288, "content": "## Cold lead branch (score 1-3)\n\nNot a fit right now. Sends a short, respectful decline email so the lead gets a response and your inbox stays clean. Logged to Sheets for records." }, "typeVersion": 1 }, { "id": "5225fb09-2be8-4624-a795-ce388030e70b", "name": "Inbound Lead Form", "type": "n8n-nodes-base.formTrigger", "position": [ -1104, 464 ], "parameters": { "options": {}, "formTitle": "Get in Touch", "formFields": { "values": [ { "fieldLabel": "Full Name", "requiredField": true }, { "fieldType": "email", "fieldLabel": "Work Email", "requiredField": true }, { "fieldLabel": "Company Name", "requiredField": true }, { "fieldType": "dropdown", "fieldLabel": "Company Size", "fieldOptions": { "values": [ { "option": "1-10" }, { "option": "11-50" }, { "option": "51-200" }, { "option": "201-500" }, { "option": "500+" } ] }, "requiredField": true }, { "fieldType": "textarea", "fieldLabel": "How can we help you?", "requiredField": true } ] }, "responseMode": "lastNode", "formDescription": "Tell us a bit about yourself and what you are looking for." }, "typeVersion": 2.2 }, { "id": "ebe73dee-7b41-42ad-b870-df223a7eb5c8", "name": "Extract Lead Fields", "type": "n8n-nodes-base.set", "position": [ -912, 464 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "74be8873-fd3d-4425-b6f8-799327857ec5", "name": "lead_name", "type": "string", "value": "={{ $json['Full Name'] }}" }, { "id": "a8cb2b83-4bab-4837-b12a-25b384f9f1ab", "name": "lead_email", "type": "string", "value": "={{ $json['Work Email'] }}" }, { "id": "4047f326-dfc5-41d3-b2b8-032b7ad257dd", "name": "lead_company", "type": "string", "value": "={{ $json['Company Name'] }}" }, { "id": "3fe76b8a-35f0-4b6b-8611-8d51f54f6207", "name": "company_size", "type": "string", "value": "={{ $json['Company Size'] }}" }, { "id": "229be5db-eec8-457c-bde6-2cb4d5f17783", "name": "lead_message", "type": "string", "value": "={{ $json['How can we help you?'] }}" }, { "id": "1df7d545-899b-4f24-80a1-c59392c635ef", "name": "timestamp", "type": "string", "value": "={{ new Date().toISOString() }}" } ] } }, "typeVersion": 3.4 }, { "id": "b1b61168-865f-470f-9fa7-a71aaaddf150", "name": "Score Lead Intent", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ -704, 512 ], "parameters": { "text": "=You are a B2B lead qualification specialist. Score the following inbound lead from 1 to 10 based on how well they fit the ideal customer profile below.\n\nIDEAL CUSTOMER PROFILE:\n- Small to mid-size businesses (1-200 employees)\n- Looking for AI automation, workflow automation, or sales automation\n- Has a clear problem or goal mentioned\n- Decision maker or senior role\n\nLEAD DETAILS:\nName: {{ $json.lead_name }}\nCompany: {{ $json.lead_company }}\nCompany Size: {{ $json.company_size }}\nMessage: {{ $json.lead_message }}\n\nRespond ONLY with valid JSON in this exact format, nothing else:\n{\"score\": 8, \"tier\": \"Hot\", \"reasoning\": \"One sentence explaining the score\"}\n\nScore guide: 7-10 = Hot, 4-6 = Warm, 1-3 = Cold", "promptType": "define" }, "typeVersion": 1.4 }, { "id": "42e4a687-a856-48b9-a000-94126f3e68b7", "name": "Claude Sonnet", "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic", "position": [ -624, 752 ], "parameters": { "model": "claude-sonnet-4-5", "options": { "temperature": 0 } }, "typeVersion": 1.3 }, { "id": "8415f205-6985-4684-8200-ac9fc6dfb99c", "name": "Parse Score", "type": "n8n-nodes-base.code", "position": [ -448, 448 ], "parameters": { "jsCode": "const text = $input.first().json.text || '';\nlet parsed = { score: 5, tier: 'Warm', reasoning: 'Could not parse AI response' };\ntry {\n const match = text.match(/\\{[^}]+\\}/);\n if (match) parsed = JSON.parse(match[0]);\n} catch(e) {}\nconst item = $('Extract Lead Fields').first().json;\nreturn {\n json: {\n lead_name: item.lead_name,\n lead_email: item.lead_email,\n lead_company: item.lead_company,\n company_size: item.company_size,\n lead_message: item.lead_message,\n timestamp: item.timestamp,\n score: parsed.score,\n tier: parsed.tier,\n reasoning: parsed.reasoning\n }\n};" }, "typeVersion": 2 }, { "id": "1b6b0c48-f7c7-4b6d-923a-ea2535059169", "name": "Route by Score", "type": "n8n-nodes-base.switch", "position": [ -208, 432 ], "parameters": { "rules": { "values": [ { "outputKey": "Hot", "conditions": { "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $json.score }}", "rightValue": 7 } ] }, "renameOutput": true }, { "outputKey": "Warm", "conditions": { "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $json.score }}", "rightValue": 4 } ] }, "renameOutput": true }, { "outputKey": "Cold", "conditions": { "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $json.score }}", "rightValue": 1 } ] }, "renameOutput": true } ] }, "options": {} }, "typeVersion": 3.2 }, { "id": "837f148c-175a-47ff-8c9a-88a317faa7df", "name": "Notify Team - Hot Lead", "type": "n8n-nodes-base.slack", "position": [ 48, 112 ], "parameters": { "text": "Hot lead just came in!\n\nName: {{ $json.lead_name }}\nCompany: {{ $json.lead_company }} ({{ $json.company_size }} employees)\nEmail: {{ $json.lead_email }}\nScore: {{ $json.score }}/10\nReason: {{ $json.reasoning }}\n\nMessage: {{ $json.lead_message }}", "select": "channel", "channelId": { "__rl": true, "mode": "name", "value": "#sales-leads" }, "otherOptions": {} }, "typeVersion": 2.2 }, { "id": "1edd5efe-eb25-44c9-a303-c75942319314", "name": "Hot Lead Reply", "type": "n8n-nodes-base.gmail", "position": [ 224, 112 ], "parameters": { "sendTo": "={{ $json.lead_email }}", "message": "Hi {{ $json.lead_name }},\n\nThanks for reaching out \u2014 this is exactly the kind of challenge we love solving.\n\nBased on what you have shared, I think there is a real opportunity here. I would love to jump on a quick call to learn more about your situation and show you what is possible.\n\nYou can book a time that works for you here: YOUR_CALENDAR_LINK\n\nLooking forward to connecting.\n\nBest,\n[Your Name]\n[Your Company]", "options": {}, "subject": "Re: Your enquiry \u2014 lets find a time to talk", "emailType": "text" }, "typeVersion": 2.1 }, { "id": "842179fe-966f-4d9f-8aa1-02f0b4273cfe", "name": "Log to Sheets - Hot", "type": "n8n-nodes-base.googleSheets", "position": [ 432, 112 ], "parameters": { "columns": { "value": { "Name": "={{ $json.lead_name }}", "Size": "={{ $json.company_size }}", "Tier": "Hot", "Email": "={{ $json.lead_email }}", "Score": "={{ $json.score }}", "Company": "={{ $json.lead_company }}", "Message": "={{ $json.lead_message }}", "Reasoning": "={{ $json.reasoning }}", "Timestamp": "={{ $json.timestamp }}" }, "mappingMode": "defineBelow" }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Sheet1" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "typeVersion": 4.5 }, { "id": "4ad5a420-3ce7-40aa-89ec-576293daa3a5", "name": "Warm Lead Reply", "type": "n8n-nodes-base.gmail", "position": [ 48, 432 ], "parameters": { "sendTo": "={{ $json.lead_email }}", "message": "Hi {{ $json.lead_name }},\n\nThank you for getting in touch \u2014 great to hear from you.\n\nI have had a look at what you have shared and I would love to learn a bit more before we set up a call. Could you tell me a little more about the current challenge you are trying to solve and what a good outcome would look like for you?\n\nLooking forward to your reply.\n\nBest,\n[Your Name]\n[Your Company]", "options": {}, "subject": "Re: Your enquiry", "emailType": "text" }, "typeVersion": 2.1 }, { "id": "72b21d17-ca1e-417c-99bc-f533775eea6c", "name": "Log to Sheets - Warm", "type": "n8n-nodes-base.googleSheets", "position": [ 272, 432 ], "parameters": { "columns": { "value": { "Name": "={{ $json.lead_name }}", "Size": "={{ $json.company_size }}", "Tier": "Warm", "Email": "={{ $json.lead_email }}", "Score": "={{ $json.score }}", "Company": "={{ $json.lead_company }}", "Message": "={{ $json.lead_message }}", "Reasoning": "={{ $json.reasoning }}", "Timestamp": "={{ $json.timestamp }}" }, "mappingMode": "defineBelow" }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Sheet1" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "typeVersion": 4.5 }, { "id": "468079d6-4046-4bda-9920-3b945d55edb7", "name": "Cold Lead Reply", "type": "n8n-nodes-base.gmail", "position": [ 64, 784 ], "parameters": { "sendTo": "={{ $json.lead_email }}", "message": "Hi {{ $json.lead_name }},\n\nThank you for reaching out and taking the time to get in touch.\n\nAfter reviewing your enquiry, I do not think we are the right fit for where you are right now \u2014 but I appreciate you considering us and wish you all the best in finding the right solution.\n\nIf things change down the line, do not hesitate to reach back out.\n\nAll the best,\n[Your Name]\n[Your Company]", "options": {}, "subject": "Re: Your enquiry", "emailType": "text" }, "typeVersion": 2.1 }, { "id": "42b56060-5a1c-4cd1-8cec-fa384165b351", "name": "Log to Sheets - Cold", "type": "n8n-nodes-base.googleSheets", "position": [ 288, 784 ], "parameters": { "columns": { "value": { "Name": "={{ $json.lead_name }}", "Size": "={{ $json.company_size }}", "Tier": "Cold", "Email": "={{ $json.lead_email }}", "Score": "={{ $json.score }}", "Company": "={{ $json.lead_company }}", "Message": "={{ $json.lead_message }}", "Reasoning": "={{ $json.reasoning }}", "Timestamp": "={{ $json.timestamp }}" }, "mappingMode": "defineBelow" }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Sheet1" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "typeVersion": 4.5 } ], "active": false, "settings": { "binaryMode": "separate", "executionOrder": "v1" }, "versionId": "1fefc03f-d6ae-44ae-bdef-83b45ec0b79f", "connections": { "Parse Score": { "main": [ [ { "node": "Route by Score", "type": "main", "index": 0 } ] ] }, "Claude Sonnet": { "ai_languageModel": [ [ { "node": "Score Lead Intent", "type": "ai_languageModel", "index": 0 } ] ] }, "Hot Lead Reply": { "main": [ [ { "node": "Log to Sheets - Hot", "type": "main", "index": 0 } ] ] }, "Route by Score": { "main": [ [ { "node": "Notify Team - Hot Lead", "type": "main", "index": 0 } ], [ { "node": "Warm Lead Reply", "type": "main", "index": 0 } ], [ { "node": "Cold Lead Reply", "type": "main", "index": 0 } ] ] }, "Cold Lead Reply": { "main": [ [ { "node": "Log to Sheets - Cold", "type": "main", "index": 0 } ] ] }, "Warm Lead Reply": { "main": [ [ { "node": "Log to Sheets - Warm", "type": "main", "index": 0 } ] ] }, "Inbound Lead Form": { "main": [ [ { "node": "Extract Lead Fields", "type": "main", "index": 0 } ] ] }, "Score Lead Intent": { "main": [ [ { "node": "Parse Score", "type": "main", "index": 0 } ] ] }, "Extract Lead Fields": { "main": [ [ { "node": "Score Lead Intent", "type": "main", "index": 0 } ] ] }, "Notify Team - Hot Lead": { "main": [ [ { "node": "Hot Lead Reply", "type": "main", "index": 0 } ] ] } } }