Automate Lead Intent Classification From Google Sheets to Clickup with Azure…

The workflow JSON

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{
  "id": "bCUSkhPOSflMbsvy",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Lead Intent Classification & Auto-Task Creator",
  "tags": [],
  "nodes": [
    {
      "id": "459aaea7-b063-49e9-8bef-76164a11b06c",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -4640,
        -432
      ],
      "parameters": {
        "color": 6,
        "width": 427,
        "height": 657,
        "content": "## \ud83c\udfaf Lead Intent Classification & Auto-Task Creator\n\n**Purpose:**\nAutomatically analyze incoming lead replies from Google Sheets, classify their intent using AI, and create appropriate follow-up tasks in ClickUp.\n\n**What This Workflow Does:**\n1. Reads new lead replies from Google Sheets every 15 minutes\n2. Uses Azure OpenAI (GPT-4) to classify intent (Demo Request, Pricing, Objection, etc.)\n3. Routes leads based on classified intent\n4. Creates tasks in ClickUp with appropriate due dates and descriptions\n5. Adds checklist items for follow-up actions\n\n**Business Value:**\n- Saves 2-3 hours daily on manual lead qualification\n- Ensures no lead falls through the cracks\n- Standardizes follow-up procedures\n- Provides clear next actions for sales team\n\n**Required Setup:**\n- Google Sheets with lead data\n- Azure OpenAI API access (GPT-4)\n- ClickUp workspace with appropriate lists\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "39cde52f-1097-462a-a05c-487e57df7b27",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -4080,
        -400
      ],
      "parameters": {
        "color": 4,
        "width": 310,
        "height": 318,
        "content": "## \u23f0 Trigger Configuration\n\n**Runs every 15 minutes** to check for new lead replies.\n\n**Setup Instructions:**\n1. Adjust interval based on your needs (15min recommended)\n2. For high-volume: Use 5-10 minutes\n3. For low-volume: Use 30-60 minutes\n\n**Note:** First run will process all existing rows. Subsequent runs only process new data."
      },
      "typeVersion": 1
    },
    {
      "id": "470ecd82-8ba2-4fe5-8fe9-c25d0ec007e0",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3712,
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      ],
      "parameters": {
        "color": 4,
        "width": 310,
        "height": 440,
        "content": "## \ud83d\udcca Google Sheets Setup\n\n**Required Sheet Columns:**\n- `leadId` - Unique identifier\n- `name` - Lead's full name\n- `email` - Contact email\n- `reply` - Customer's message\n- `company` - Company name (optional)\n\n**Important:**\n1. Replace the documentId with YOUR Google Sheet ID\n2. Sheet must be shared with your n8n service account\n3. Create a tab named \"GHL-Replies\"\n\n**Credential Setup:**\nUse Google Sheets OAuth2 authentication"
      },
      "typeVersion": 1
    },
    {
      "id": "77c2e418-bd99-4ed3-8353-5a440bfb3dc9",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3440,
        -448
      ],
      "parameters": {
        "color": 4,
        "width": 310,
        "height": 354,
        "content": "## \ud83d\udd04 Data Preparation\n\n**Purpose:** Standardizes incoming data format for AI analysis.\n\n**What It Does:**\n- Extracts lead ID, name, email, company\n- Normalizes field names\n- Handles missing data gracefully\n- Prepares clean JSON for AI agent\n\n**Fallback Logic:** Uses data from previous node if current data is incomplete."
      },
      "typeVersion": 1
    },
    {
      "id": "bb68a441-5b2b-462b-ac01-64c6a932e707",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3088,
        -528
      ],
      "parameters": {
        "color": 4,
        "width": 340,
        "height": 428,
        "content": "## \ud83e\udd16 AI Intent Classification\n\n**Model:** Azure OpenAI GPT-4\n\n**Intent Categories:**\n1. **DEMO_REQUEST** - Wants product demo\n2. **PRICING_INQUIRY** - Asking about costs\n3. **OBJECTION** - Has concerns/questions\n4. **POSITIVE_INTEREST** - General interest\n5. **NOT_INTERESTED** - Declined/closed\n\n**Setup Required:**\n1. Add your Azure OpenAI credentials\n2. Ensure GPT-4 deployment is active\n3. Test with sample leads first\n\n**Output:** Structured JSON with intent, next step, and reasoning"
      },
      "typeVersion": 1
    },
    {
      "id": "88239fc8-39a3-4b36-ad88-cbc588d67aa1",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2736,
        112
      ],
      "parameters": {
        "color": 4,
        "width": 300,
        "height": 292,
        "content": "## \ud83d\udce4 Extract AI Results\n\n**Purpose:** Pulls out the classified intent and preserves original lead data.\n\n**Output Fields:**\n- `intent` - Classified category\n- `originalData` - All lead information for downstream nodes\n\n**Next:** Routes to appropriate handler based on intent"
      },
      "typeVersion": 1
    },
    {
      "id": "00e4648c-833f-49cb-a722-7d1e56f5f980",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2592,
        -384
      ],
      "parameters": {
        "color": 4,
        "width": 310,
        "height": 280,
        "content": "## \ud83d\udd00 Intent-Based Router\n\n**Routes leads to specialized handlers:**\n\n**Output 0:** Demo Requests \u2192 Schedule demo tasks\n**Output 1:** Pricing Inquiries \u2192 Send pricing info\n**Output 2:** Objections \u2192 Address concerns\n**Output 3:** Default/Other \u2192 General follow-up\n\n**Logic:** Exact string matching on intent field (case-sensitive)"
      },
      "typeVersion": 1
    },
    {
      "id": "0279d00f-62f5-41a1-b0b9-78043b10e3bb",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2208,
        -560
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 240,
        "content": "## \ud83c\udfaf Demo Request Handler\n\n**Creates:**\n- Next Step: \"Schedule Demo\"\n- Pipeline Stage: \"Demo Scheduled\"\n- Due Date: +2 days\n- Task: Contact lead to schedule product demo\n\n**Use Case:** Lead wants to see the product in action"
      },
      "typeVersion": 1
    },
    {
      "id": "f04f84aa-4d57-4540-8f0e-ed64644c70ba",
      "name": "Sticky Note8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2112,
        -304
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 240,
        "content": "## \ud83d\udcb0 Pricing Handler\n\n**Creates:**\n- Next Step: \"Send Pricing Information\"\n- Pipeline Stage: \"Pricing Sent\"\n- Due Date: +1 day (urgent!)\n- Task: Send pricing details immediately\n\n**Use Case:** Lead is budget-conscious and needs costs"
      },
      "typeVersion": 1
    },
    {
      "id": "c7b9a0b8-4865-40f3-93d6-f7b18999462c",
      "name": "Sticky Note9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2272,
        48
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 240,
        "content": "## \u26a0\ufe0f Objection Handler\n\n**Creates:**\n- Next Step: \"Address Objections\"\n- Pipeline Stage: \"Objection Handling\"\n- Due Date: +1 day (high priority)\n- Task: Follow up to handle concerns\n\n**Use Case:** Lead has doubts or needs clarification"
      },
      "typeVersion": 1
    },
    {
      "id": "d90a37e7-b9aa-4edf-a500-fb82a353a919",
      "name": "Sticky Note10",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2336,
        400
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 288,
        "content": "## \ud83d\udccb Default Handler\n\n**Creates:**\n- Next Step: \"General Follow-up\"\n- Pipeline Stage: \"Follow-up Required\"\n- Due Date: +3 days\n- Task: General check-in with lead\n\n**Use Case:** Positive interest or unclear intent"
      },
      "typeVersion": 1
    },
    {
      "id": "2ef06501-173b-44d3-a44a-40d5a8790861",
      "name": "Sticky Note11",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1968,
        112
      ],
      "parameters": {
        "color": 4,
        "width": 340,
        "height": 380,
        "content": "## \u2705 ClickUp Task Creation\n\n**Setup Required:**\n1. Replace `team`, `space`, `folder`, `list` IDs with YOUR ClickUp workspace IDs\n2. Add your ClickUp API credentials\n3. Set default priority (currently: 3 = Normal)\n\n**Task Fields:**\n- Name: Combines next step + lead name\n- Due Date: Calculated based on intent\n- Priority: Set to 3 (adjust as needed)\n\n**How to Find IDs:**\nGo to ClickUp \u2192 Settings \u2192 Integrations \u2192 API \u2192 Copy IDs from URL"
      },
      "typeVersion": 1
    },
    {
      "id": "bcbc559b-a719-4c36-a66d-9cc497405f17",
      "name": "Sticky Note12",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1808,
        -464
      ],
      "parameters": {
        "color": 4,
        "width": 300,
        "height": 280,
        "content": "## \ud83d\udd01 Batch Processing Loop\n\n**Purpose:** Processes checklist items one at a time to avoid rate limits.\n\n**How It Works:**\n1. Takes all tasks from previous node\n2. Processes them sequentially\n3. Adds checklist to each task\n4. Loops until all items processed\n\n**Why Needed:** ClickUp API has rate limits (100 req/min)"
      },
      "typeVersion": 1
    },
    {
      "id": "16fe369c-b9db-4e47-ba6b-ad448b563afc",
      "name": "Sticky Note13",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1472,
        -560
      ],
      "parameters": {
        "color": 4,
        "width": 300,
        "height": 372,
        "content": "## \ud83d\udcdd Add Checklist to Task\n\n**HTTP Request to ClickUp API**\n\n**Endpoint:** `/api/v2/task/{taskId}/checklist`\n\n**Purpose:** Creates a checklist on each task for structured follow-up.\n\n**Current Checklist:** Named using task name\n\n**Auth:** Uses ClickUp API credentials (same as task creation)"
      },
      "typeVersion": 1
    },
    {
      "id": "4ba5d303-ef8c-4ed0-839f-122f41113e68",
      "name": "Sticky Note14",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1136,
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      ],
      "parameters": {
        "color": 4,
        "width": 300,
        "height": 448,
        "content": "## \u2714\ufe0f Add Checklist Item\n\n**HTTP Request to ClickUp API**\n\n**Endpoint:** `/api/v2/checklist/{checklistId}/checklist_item`\n\n**Purpose:** Adds \"Follow-up\" item to checklist.\n\n**Customization:**\nModify the JSON body to add multiple items:\n```json\n{\n  \"name\": \"Send follow-up email\",\n  \"assignee\": 12345\n}\n```"
      },
      "typeVersion": 1
    },
    {
      "id": "1e68f4bc-f4bd-4af2-b7ed-7fd9dfb2235a",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -3856,
        -48
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes",
              "minutesInterval": 15
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "1f085d74-3a29-471b-b2ae-ef8cbd64f36b",
      "name": "Google Sheets - Read New Replies",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -3616,
        -48
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "GHL-Replies",
          "cachedResultUrl": "",
          "cachedResultName": "GHL-Replies"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_ID_HERE",
          "cachedResultUrl": "",
          "cachedResultName": "Lead Replies Sheet"
        }
      },
      "typeVersion": 4.5,
      "continueOnFail": true
    },
    {
      "id": "5245b1fa-602f-4828-8183-408174a479f4",
      "name": "Prepare Data for Classification",
      "type": "n8n-nodes-base.set",
      "position": [
        -3328,
        -48
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "a1b2c3d4-e5f6-7a8b-9c0d-1e2f3a4b5c6d",
              "name": "leadId",
              "type": "string",
              "value": "={{ $json.id || $('Google Sheets - Read New Replies').item.json.leadId }}"
            },
            {
              "id": "b2c3d4e5-f6a7-8b9c-0d1e-2f3a4b5c6d7e",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.name || $('Google Sheets - Read New Replies').item.json.name }}"
            },
            {
              "id": "c3d4e5f6-a7b8-9c0d-1e2f-3a4b5c6d7e8f",
              "name": "replyMessage",
              "type": "string",
              "value": "={{ $json.lastMessage || $('Google Sheets - Read New Replies').item.json.reply }}"
            },
            {
              "id": "d4e5f6a7-b8c9-0d1e-2f3a-4b5c6d7e8f9a",
              "name": "email",
              "type": "string",
              "value": "={{ $json.email || $('Google Sheets - Read New Replies').item.json.email }}"
            },
            {
              "id": "2c3f0d08-1375-4823-a2cc-6d7045170505",
              "name": "company",
              "type": "string",
              "value": "={{ $json.company }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "4fcec8d6-582c-4577-aff9-43f8f907388c",
      "name": "Extract Intent Result",
      "type": "n8n-nodes-base.set",
      "position": [
        -2640,
        -48
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "e5f6a7b8-c9d0-1e2f-3a4b-5c6d7e8f9a0b",
              "name": "intent",
              "type": "string",
              "value": "={{ $json.output.intent }}"
            },
            {
              "id": "f6a7b8c9-d0e1-2f3a-4b5c-6d7e8f9a0b1c",
              "name": "originalData",
              "type": "object",
              "value": "={{ $('Prepare Data for Classification').item.json }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "5ec53360-525a-4b8f-be3e-2467a96e1594",
      "name": "Switch - Intent Router",
      "type": "n8n-nodes-base.switch",
      "position": [
        -2416,
        -80
      ],
      "parameters": {
        "rules": {
          "values": [
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "00b518ca-667a-4d4f-b59e-1f38ddaccc84",
                    "operator": {
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "DEMO_REQUEST"
                  }
                ]
              }
            },
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "c185e340-f6b3-43b5-8ebf-eca309911091",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "PRICING_INQUIRY"
                  }
                ]
              }
            },
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "1e763f7a-02cb-468b-9520-6f38f074b1e0",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "OBJECTION"
                  }
                ]
              }
            },
            {
              "conditions": {
                "options": {
                  "version": 2,
                  "leftValue": "",
                  "caseSensitive": true,
                  "typeValidation": "strict"
                },
                "combinator": "and",
                "conditions": [
                  {
                    "id": "561cd828-dfb5-4413-b27c-b345eabbd4ad",
                    "operator": {
                      "name": "filter.operator.equals",
                      "type": "string",
                      "operation": "equals"
                    },
                    "leftValue": "={{ $json.intent }}",
                    "rightValue": "NOT_INTERESTED"
                  }
                ]
              }
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "266880e3-7214-437d-ab0c-336e5206bed1",
      "name": "Map Demo Next Steps",
      "type": "n8n-nodes-base.set",
      "position": [
        -2192,
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      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "d4e5f6a7-b8c9-0d1e-2f3a-4b5c6d7e8f9a",
              "name": "nextStep",
              "type": "string",
              "value": "Schedule Demo"
            },
            {
              "id": "e5f6a7b8-c9d0-1e2f-3a4b-5c6d7e8f9a0b",
              "name": "pipelineStage",
              "type": "string",
              "value": "Demo Scheduled"
            },
            {
              "id": "f6a7b8c9-d0e1-2f3a-4b5c-6d7e8f9a0b1c",
              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(2, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
              "id": "a7b8c9d0-e1f2-3a4b-5c6d-7e8f9a0b1c2d",
              "name": "taskDescription",
              "type": "string",
              "value": "=Contact {{ $json.originalData.leadName }} to schedule product demo"
            },
            {
              "id": "e9e63b9d-cc67-44b2-b869-6337b47873f7",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dd03ffb4-e238-4394-8f4a-86260d804e52",
      "name": "Map Pricing Next Steps",
      "type": "n8n-nodes-base.set",
      "position": [
        -2192,
        -144
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "b8c9d0e1-f2a3-4b5c-6d7e-8f9a0b1c2d3e",
              "name": "nextStep",
              "type": "string",
              "value": "Send Pricing Information"
            },
            {
              "id": "c9d0e1f2-a3b4-5c6d-7e8f-9a0b1c2d3e4f",
              "name": "pipelineStage",
              "type": "string",
              "value": "Pricing Sent"
            },
            {
              "id": "d0e1f2a3-b4c5-6d7e-8f9a-0b1c2d3e4f5a",
              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(1, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
              "id": "e1f2a3b4-c5d6-7e8f-9a0b-1c2d3e4f5a6b",
              "name": "taskDescription",
              "type": "string",
              "value": "=Send pricing details to {{ $json.originalData.leadName }}"
            },
            {
              "id": "61a9bbdc-ac95-47e1-8c31-1321b00e236b",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "5446284f-417e-4c2e-81aa-b86493655b5f",
      "name": "Map Objection Next Steps",
      "type": "n8n-nodes-base.set",
      "position": [
        -2192,
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      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "f2a3b4c5-d6e7-8f9a-0b1c-2d3e4f5a6b7c",
              "name": "nextStep",
              "type": "string",
              "value": "Address Objections"
            },
            {
              "id": "a3b4c5d6-e7f8-9a0b-1c2d-3e4f5a6b7c8d",
              "name": "pipelineStage",
              "type": "string",
              "value": "Objection Handling"
            },
            {
              "id": "b4c5d6e7-f8a9-0b1c-2d3e-4f5a6b7c8d9e",
              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(1, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
              "id": "c5d6e7f8-a9b0-1c2d-3e4f-5a6b7c8d9e0f",
              "name": "taskDescription",
              "type": "string",
              "value": "=Follow up with {{ $json.originalData.leadName }} to handle objections"
            },
            {
              "id": "cf8edd3b-9e69-47fc-8c2b-9e854054dbaa",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "3f6ba43a-5440-4055-b6a2-66f3342b7e7a",
      "name": "Map Default Next Steps",
      "type": "n8n-nodes-base.set",
      "position": [
        -2192,
        256
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "d6e7f8a9-b0c1-2d3e-4f5a-6b7c8d9e0f1a",
              "name": "nextStep",
              "type": "string",
              "value": "General Follow-up"
            },
            {
              "id": "e7f8a9b0-c1d2-3e4f-5a6b-7c8d9e0f1a2b",
              "name": "pipelineStage",
              "type": "string",
              "value": "Follow-up Required"
            },
            {
              "id": "f8a9b0c1-d2e3-4f5a-6b7c-8d9e0f1a2b3c",
              "name": "dueDate",
              "type": "string",
              "value": "={{ $now.plus(3, 'days').toFormat('yyyy-MM-dd') }}"
            },
            {
              "id": "a9b0c1d2-e3f4-5a6b-7c8d-9e0f1a2b3c4d",
              "name": "taskDescription",
              "type": "string",
              "value": "=General follow-up with {{ $json.originalData.leadName }}"
            },
            {
              "id": "5f4c3b36-8730-4380-9915-de238751ff1e",
              "name": "leadName",
              "type": "string",
              "value": "={{ $json.originalData.leadName }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "7c2cafdf-9ef3-4d39-a4e4-2a2848adc37b",
      "name": "ClickUp - Create Task",
      "type": "n8n-nodes-base.clickUp",
      "position": [
        -1952,
        -48
      ],
      "parameters": {
        "list": "YOUR_CLICKUP_LIST_ID",
        "name": "={{ $json.nextStep }} - {{ $json.leadName }}",
        "team": "YOUR_CLICKUP_TEAM_ID",
        "space": "YOUR_CLICKUP_SPACE_ID",
        "folder": "YOUR_CLICKUP_FOLDER_ID",
        "additionalFields": {
          "dueDate": "={{ $json.dueDate }}",
          "priority": 3
        }
      },
      "typeVersion": 1,
      "continueOnFail": true
    },
    {
      "id": "9006aebc-c98b-4d0d-9193-ecf66ab7000a",
      "name": "ClickUp - Add Checklist Subtasks",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1456,
        -128
      ],
      "parameters": {
        "url": "=https://api.clickup.com/api/v2/task/{{$json.id}}/checklist",
        "method": "POST",
        "options": {},
        "jsonBody": "={ \"name\": \"{{ $json.name }}\" }",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "clickUpApi"
      },
      "typeVersion": 4.2,
      "continueOnFail": true
    },
    {
      "id": "0a709cfa-deba-4bb9-8fae-37f43af79d3b",
      "name": "Structured Output Parser",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        -2848,
        192
      ],
      "parameters": {
        "jsonSchemaExample": "{\n  \"leadId\": \"\",\n  \"leadName\": \"\",\n  \"email\": \"\",\n  \"intent\": \"\",\n  \"nextStep\": \"\",\n  \"pipelineStage\": \"\",\n  \"dueDateDaysFromNow\": 0,\n  \"taskDescription\": \"\",\n  \"reasoning\": \"\"\n}\n"
      },
      "typeVersion": 1.3
    },
    {
      "id": "d64810b1-1be6-4111-a4c5-9505b5c94d76",
      "name": "Azure OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
      "position": [
        -3104,
        192
      ],
      "parameters": {
        "model": "gpt-4o",
        "options": {}
      },
      "credentials": {
        "azureOpenAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "278f0d3e-5c75-4cef-a627-329e312f4148",
      "name": "Simple Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        -2976,
        192
      ],
      "parameters": {
        "sessionKey": "\"lead_intent_classifier\"",
        "sessionIdType": "customKey",
        "contextWindowLength": 7
      },
      "typeVersion": 1.3
    },
    {
      "id": "f3a3fa62-6f83-42b2-a5bf-2a7e5f24dfd6",
      "name": "HTTP Request - Add Checklist Item",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1184,
        -128
      ],
      "parameters": {
        "url": "=https://api.clickup.com/api/v2/checklist/{{ $json.checklist.id }}/checklist_item",
        "method": "POST",
        "options": {},
        "jsonBody": "{ \"name\": \"Follow-up\" }",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "clickUpApi"
      },
      "typeVersion": 4.2
    },
    {
      "id": "0dcda4be-7ec8-4c20-afbf-e459c5cdd1d9",
      "name": "Loop Over Items",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        -1744,
        -144
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "ec1ba010-3793-4f81-b7bb-c61cb99fc524",
      "name": "AI Intent Classification",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -3056,
        -48
      ],
      "parameters": {
        "text": "=Analyze this lead information and classify their intent:\n\n**Lead Details:**\n- Lead ID: {{ $json.leadId }}\n- Name: {{ $json.leadName }}\n- Email: {{ $json.email }}\n- Company: {{ $json.company }}\n\n**Customer Reply:**\n\"{{ $json.replyMessage }}\"\n\nPlease classify this reply and provide the structured output with intent, next step, pipeline stage, due date, and task description.",
        "options": {
          "systemMessage": "=You are an expert sales intent classifier. Your job is to analyze customer replies and determine their intent with high accuracy.\n\n**Your Task:**\n1. Analyze the customer's reply message\n2. Classify it into ONE of these intent categories:\n   - DEMO_REQUEST: Customer wants to see a demo, product walkthrough, or live presentation\n   - PRICING_INQUIRY: Customer is asking about pricing, costs, payment plans, discounts, or budget\n   - OBJECTION: Customer has concerns, objections, security questions, or needs clarification\n   - POSITIVE_INTEREST: General positive response, shows interest but no specific ask\n   - NOT_INTERESTED: Customer declines, not interested, or already has a solution\n\n3. Based on the intent, determine the appropriate next step:\n   - DEMO_REQUEST \u2192 \"Schedule Demo\"\n   - PRICING_INQUIRY \u2192 \"Send Pricing Information\"\n   - OBJECTION \u2192 \"Address Objections\"\n   - POSITIVE_INTEREST \u2192 \"General Follow-up\"\n   - NOT_INTERESTED \u2192 \"Mark as Closed\"\n\n4. Map to the correct pipeline stage:\n   - DEMO_REQUEST \u2192 \"Demo Scheduled\"\n   - PRICING_INQUIRY \u2192 \"Pricing Sent\"\n   - OBJECTION \u2192 \"Objection Handling\"\n   - POSITIVE_INTEREST \u2192 \"Follow-up Required\"\n   - NOT_INTERESTED \u2192 \"Closed - Not Interested\"\n\n5. Set due date (days from today):\n   - DEMO_REQUEST \u2192 2 days\n   - PRICING_INQUIRY \u2192 1 day\n   - OBJECTION \u2192 1 day\n   - POSITIVE_INTEREST \u2192 3 days\n   - NOT_INTERESTED \u2192 No due date\n\n**Important Rules:**\n- Be decisive - choose the MOST relevant intent\n- If multiple intents are present, prioritize in this order: DEMO_REQUEST > PRICING_INQUIRY > OBJECTION > POSITIVE_INTEREST > NOT_INTERESTED\n- Look for keywords: \"demo\", \"show me\", \"walkthrough\" = DEMO_REQUEST; \"price\", \"cost\", \"how much\" = PRICING_INQUIRY; \"concern\", \"worry\", \"but\", \"however\" = OBJECTION\n- Always provide a clear, actionable next step\n\nImportant: Output ONLY valid JSON matching the schema. \nDo NOT include ```json fences, markdown, or extra text. \nDo NOT wrap inside an \"output\" field. Just return the object directly.\n"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 2.1
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "925788be-3638-41d0-9563-aacec858fa96",
  "connections": {
    "Simple Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Intent Classification",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Items": {
      "main": [
        [],
        [
          {
            "node": "ClickUp - Add Checklist Subtasks",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Google Sheets - Read New Replies",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Demo Next Steps": {
      "main": [
        [
          {
            "node": "ClickUp - Create Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ClickUp - Create Task": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract Intent Result": {
      "main": [
        [
          {
            "node": "Switch - Intent Router",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Default Next Steps": {
      "main": [
        [
          {
            "node": "ClickUp - Create Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Pricing Next Steps": {
      "main": [
        [
          {
            "node": "ClickUp - Create Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Switch - Intent Router": {
      "main": [
        [
          {
            "node": "Map Demo Next Steps",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Map Pricing Next Steps",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Map Objection Next Steps",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Map Default Next Steps",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Azure OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Intent Classification",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "AI Intent Classification": {
      "main": [
        [
          {
            "node": "Extract Intent Result",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Map Objection Next Steps": {
      "main": [
        [
          {
            "node": "ClickUp - Create Task",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Structured Output Parser": {
      "ai_outputParser": [
        [
          {
            "node": "AI Intent Classification",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "Prepare Data for Classification": {
      "main": [
        [
          {
            "node": "AI Intent Classification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ClickUp - Add Checklist Subtasks": {
      "main": [
        [
          {
            "node": "HTTP Request - Add Checklist Item",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets - Read New Replies": {
      "main": [
        [
          {
            "node": "Prepare Data for Classification",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTTP Request - Add Checklist Item": {
      "main": [
        [
          {
            "node": "Loop Over Items",
            "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.

• azureOpenAiApi

About this workflow

Automatically analyze incoming lead replies from Google Sheets using Azure OpenAI GPT-4, classify their intent (Demo Request, Pricing, Objection, etc.), and create actionable follow-up tasks in ClickUp — all without manual intervention. Streamline your sales response workflow…

Source: https://n8n.io/workflows/9346/ — original creator credit. Request a take-down →

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