Rahul Joshi This workflow corresponds to n8n.io template #10150 — we link there as the canonical source.
This workflow follows the Agent → Emailsend recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "roVzAsXzSDUWxYQb",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Smart Lead Tagging & Routing",
"tags": [],
"nodes": [
{
"id": "14abd76c-5099-45d6-9ff3-f95af9f47056",
"name": "When clicking \u2018Execute workflow\u2019",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-2640,
736
],
"parameters": {},
"typeVersion": 1
},
{
"id": "73d64595-b0ba-4a49-b03e-aeeff73b40be",
"name": "Sticky Note - Workflow Overview",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3072,
592
],
"parameters": {
"color": 4,
"width": 360,
"height": 352,
"content": "## \ud83e\udd16 AI-POWERED LEAD ROUTING WORKFLOW\n\nThis workflow uses AI to intelligently categorize and route leads:\n\n1. Fetches opportunities from HighLevel\n2. Gets contact details for each opportunity\n3. AI analyzes lead intent (Demo/Support/Partnership)\n4. Routes leads to appropriate teams via email\n\n**Trigger:** Manual execution\n**AI Model:** Azure OpenAI GPT-4o-mini"
},
"typeVersion": 1
},
{
"id": "ff1ad33d-0c3d-465d-a509-ca49f0b2a5d5",
"name": "Sticky Note - Data Collection",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2416,
384
],
"parameters": {
"color": 5,
"width": 320,
"height": 304,
"content": "## \ud83d\udce5 DATA COLLECTION PHASE\n\n**Step 1:** Fetch all opportunities from HighLevel CRM\n**Step 2:** Get detailed contact information for each opportunity\n\nThis provides complete lead data (name, email, notes) needed for AI analysis.\n\n**Output:** Enriched lead data ready for AI processing"
},
"typeVersion": 1
},
{
"id": "dfa52319-320d-475b-9262-b8f624f53013",
"name": "Sticky Note - AI Analysis",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2080,
1072
],
"parameters": {
"color": 6,
"width": 340,
"height": 280,
"content": "## \ud83e\udde0 AI ANALYSIS PHASE\n\n**AI Agent:** Analyzes lead message/notes to determine intent\n\n**Azure OpenAI Model:** GPT-4o-mini processes contact data and classifies leads\n\n**Prompt:** \"You are an AI lead router. Suggest the scope of lead\"\n\n**Output:** AI classification (Demo Request, Support Query, or Partnership Inquiry)"
},
"typeVersion": 1
},
{
"id": "52a4bef2-ff2f-4c34-ac9e-aea35f8c6f89",
"name": "Sticky Note - Routing Logic",
"type": "n8n-nodes-base.stickyNote",
"position": [
-816,
624
],
"parameters": {
"color": 7,
"width": 360,
"height": 352,
"content": "## \ud83d\udd00 INTELLIGENT ROUTING\n\nBased on AI classification, leads are routed to:\n\n**\ud83c\udfaf Demo Requests** \u2192 demo@company.com\n**\ud83d\udee0\ufe0f Support Queries** \u2192 support@company.com\n**\ud83e\udd1d Partnership Inquiries** \u2192 partnership@company.com\n\nEach email includes:\n- Contact name\n- Email address\n- Original message/notes\n\nEnsures leads reach the right team instantly!"
},
"typeVersion": 1
},
{
"id": "ce2aa645-d4a4-401b-afd2-2de399a3590a",
"name": "Sticky Note - Processing",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1776,
368
],
"parameters": {
"color": 3,
"width": 280,
"height": 316,
"content": "## \u2699\ufe0f POST-PROCESSING\n\nJavaScript code node that processes AI output and prepares data for routing conditions.\n\n**Purpose:** Transforms AI response into usable format for conditional branching.\n\n**Note:** Consider updating this node's logic based on specific AI response structure."
},
"typeVersion": 1
},
{
"id": "2b1578f2-7e7f-4874-8481-7e615ade490a",
"name": "Check: Demo Request?",
"type": "n8n-nodes-base.if",
"position": [
-1392,
656
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Demo",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "d2b3fe52-4857-4031-9ef1-e689678b3ef8",
"name": "Route to Demo Team",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
544
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Demo Request Lead",
"toEmail": "user@example.com",
"fromEmail": "user@example.com"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "9d878a92-9ffe-4c9b-aea5-9d54c750ae0e",
"name": "Check: Support Query?",
"type": "n8n-nodes-base.if",
"position": [
-1392,
848
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Support",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "1e6fabeb-1f5d-4715-b579-483b99249102",
"name": "Route to Support Team",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
800
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Support Query Lead",
"toEmail": "user@example.com",
"fromEmail": "user@example.com"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "649aa2c1-f3e0-4da9-8a4a-9077273a55f8",
"name": "Check: Partnership Inquiry?",
"type": "n8n-nodes-base.if",
"position": [
-1392,
1056
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{$json[\"choices\"][0][\"message\"][\"content\"]}}",
"value2": "Partnership",
"operation": "contains"
}
]
}
},
"typeVersion": 1
},
{
"id": "dc06d9fa-a7c1-4cc2-9161-231ac977e44f",
"name": "Route to Partnership Team",
"type": "n8n-nodes-base.emailSend",
"position": [
-1088,
1008
],
"parameters": {
"text": "Lead Details:\n\nName: {{$json[\"contact\"].firstName}} {{$json[\"contact\"].lastName}}\nEmail: {{$json[\"contact\"].email}}\nMessage: {{$json[\"contact\"].notes}}",
"options": {},
"subject": "New Partnership Lead",
"toEmail": "user@example.com",
"fromEmail": "user@example.com"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "050df426-cc6c-42d4-9d98-7af4752f1e97",
"name": "AI Lead Classifier Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-1984,
736
],
"parameters": {
"text": "You are an AI lead router. Suggest the scope of lead",
"options": {},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "dbc6739b-dd49-481a-9b77-d7303229142f",
"name": "Fetch All Opportunities",
"type": "n8n-nodes-base.highLevel",
"position": [
-2400,
736
],
"parameters": {
"filters": {},
"resource": "opportunity",
"operation": "getAll",
"returnAll": true,
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "bd6b5b4f-a0aa-42c9-8f00-ea15de067a70",
"name": "Azure OpenAI GPT-4o-mini",
"type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
"position": [
-2016,
928
],
"parameters": {
"model": "gpt-4o-mini",
"options": {}
},
"credentials": {
"azureOpenAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "91516bae-94ac-4647-8985-4eca9526d15e",
"name": "Process AI Response",
"type": "n8n-nodes-base.code",
"position": [
-1632,
736
],
"parameters": {
"jsCode": "// Loop over input items and add a new field called 'myNewField' to the JSON of each one\nfor (const item of $input.all()) {\n item.json.myNewField = 1;\n}\n\nreturn $input.all();"
},
"typeVersion": 2
},
{
"id": "fe176854-c40c-4925-abef-2826261ff25b",
"name": "Fetch Contact Details",
"type": "n8n-nodes-base.highLevel",
"position": [
-2192,
736
],
"parameters": {
"contactId": "={{ $json.contactId }}",
"operation": "get",
"requestOptions": {}
},
"credentials": {
"highLevelOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "3e6ac3e5-2786-42fb-b411-3ec2064cbdd9",
"connections": {
"Process AI Response": {
"main": [
[
{
"node": "Check: Demo Request?",
"type": "main",
"index": 0
},
{
"node": "Check: Support Query?",
"type": "main",
"index": 0
},
{
"node": "Check: Partnership Inquiry?",
"type": "main",
"index": 0
}
]
]
},
"Check: Demo Request?": {
"main": [
[
{
"node": "Route to Demo Team",
"type": "main",
"index": 0
}
]
]
},
"Check: Support Query?": {
"main": [
[
{
"node": "Route to Support Team",
"type": "main",
"index": 0
}
]
]
},
"Fetch Contact Details": {
"main": [
[
{
"node": "AI Lead Classifier Agent",
"type": "main",
"index": 0
}
]
]
},
"Fetch All Opportunities": {
"main": [
[
{
"node": "Fetch Contact Details",
"type": "main",
"index": 0
}
]
]
},
"AI Lead Classifier Agent": {
"main": [
[
{
"node": "Process AI Response",
"type": "main",
"index": 0
}
]
]
},
"Azure OpenAI GPT-4o-mini": {
"ai_languageModel": [
[
{
"node": "AI Lead Classifier Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Check: Partnership Inquiry?": {
"main": [
[
{
"node": "Route to Partnership Team",
"type": "main",
"index": 0
}
]
]
},
"When clicking \u2018Execute workflow\u2019": {
"main": [
[
{
"node": "Fetch All Opportunities",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
azureOpenAiApihighLevelOAuth2Apismtp
Pro
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About this workflow
Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query,…
Source: https://n8n.io/workflows/10150/ — original creator credit. Request a take-down →
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