This workflow corresponds to n8n.io template #12761 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "u4BNgUH3PUjwrrjY",
"name": "Professional Services Client Intake & AI-Powered Lead Qualification System",
"tags": [],
"nodes": [
{
"id": "55c043c9-c69b-409d-bc60-a46a69b9696d",
"name": "Client Intake Form",
"type": "n8n-nodes-base.webhook",
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],
"parameters": {},
"typeVersion": 2.1
},
{
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"parameters": {},
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{
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"parameters": {},
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},
{
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"name": "OpenAI Model - Lead Classifier",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
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{
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"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
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"parameters": {},
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},
{
"id": "049fe0ca-b859-4310-8bf0-8a552cdf1492",
"name": "AI Lead Classifier",
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],
"parameters": {},
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{
"id": "feaacbe0-f038-46a4-a61e-206791172290",
"name": "Filter Lead Quality",
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],
"parameters": {},
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},
{
"id": "a36309a5-9282-426b-8749-72ec08a9ab2c",
"name": "Route by Service Type",
"type": "n8n-nodes-base.switch",
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"parameters": {},
"typeVersion": 3.4
},
{
"id": "08bbee36-a004-42cb-be6d-c37db691ed25",
"name": "Notify Team - Consulting",
"type": "n8n-nodes-base.slack",
"position": [
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],
"parameters": {},
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{
"id": "9de1aae0-741c-4252-894d-4293f173eb7c",
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{
"id": "409b4eb0-ff71-4967-aed4-e9fd5f9e6e40",
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"parameters": {},
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{
"id": "83b5ce70-b674-49e0-b20f-bc3442b2ee76",
"name": "Log Qualified Lead",
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"parameters": {},
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{
"id": "0047aa10-d014-4b81-8e8f-844072966d03",
"name": "OpenAI Model - Email Writer",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
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],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "5e63ac06-99f9-423c-bc60-d71260a010db",
"name": "Generate Client Acknowledgment",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
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],
"parameters": {},
"typeVersion": 3
},
{
"id": "d702af7d-a138-4286-ba54-27dbc0b8a4ac",
"name": "Send Acknowledgment Email",
"type": "n8n-nodes-base.gmail",
"position": [
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],
"parameters": {},
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},
{
"id": "3f7a1d5a-afeb-4acb-9c9a-7433d9719c26",
"name": "Check High Urgency",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {},
"typeVersion": 2.3
},
{
"id": "962b2ea5-0fb4-4bc0-93be-78ae2bfe62f7",
"name": "Executive Alert - High Urgency",
"type": "n8n-nodes-base.slack",
"position": [
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],
"parameters": {},
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},
{
"id": "8e3d1b2f-14c3-4af3-8967-ed088a4fa8d4",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "969292e9-94b6-4866-9eab-b1bbad35afea",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "5009e9d3-3366-454f-b45e-abb97c2a5512",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "bd3ec72b-dac5-4375-b721-27d9b7cce661",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
},
"typeVersion": 1
},
{
"id": "10f92204-df46-4c8c-975e-18f7380131f5",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"content": ""
},
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}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "8f08bfb5-3428-4081-9e30-fd06d46dd882",
"connections": {
"AI Lead Classifier": {
"main": [
[
{
"node": "Filter Lead Quality",
"type": "main",
"index": 0
}
]
]
},
"Check High Urgency": {
"main": [
[
{
"node": "Executive Alert - High Urgency",
"type": "main",
"index": 0
}
]
]
},
"Client Intake Form": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
},
"Log Qualified Lead": {
"main": [
[
{
"node": "Generate Client Acknowledgment",
"type": "main",
"index": 0
}
]
]
},
"Filter Lead Quality": {
"main": [
[
{
"node": "Route by Service Type",
"type": "main",
"index": 0
}
]
]
},
"Normalize Intake Data": {
"main": [
[
{
"node": "AI Lead Classifier",
"type": "main",
"index": 0
}
]
]
},
"Route by Service Type": {
"main": [
[
{
"node": "Notify Team - Consulting",
"type": "main",
"index": 0
}
],
[
{
"node": "Notify Team - Accounting",
"type": "main",
"index": 0
}
],
[
{
"node": "Notify Team - Fractional CFO",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Normalize Intake Data",
"type": "main",
"index": 0
}
]
]
},
"Notify Team - Accounting": {
"main": [
[
{
"node": "Log Qualified Lead",
"type": "main",
"index": 0
}
]
]
},
"Notify Team - Consulting": {
"main": [
[
{
"node": "Log Qualified Lead",
"type": "main",
"index": 0
}
]
]
},
"Send Acknowledgment Email": {
"main": [
[
{
"node": "Check High Urgency",
"type": "main",
"index": 0
}
]
]
},
"Lead Classification Schema": {
"ai_outputParser": [
[
{
"node": "AI Lead Classifier",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"OpenAI Model - Email Writer": {
"ai_languageModel": [
[
{
"node": "Generate Client Acknowledgment",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Notify Team - Fractional CFO": {
"main": [
[
{
"node": "Log Qualified Lead",
"type": "main",
"index": 0
}
]
]
},
"Generate Client Acknowledgment": {
"main": [
[
{
"node": "Send Acknowledgment Email",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Model - Lead Classifier": {
"ai_languageModel": [
[
{
"node": "AI Lead Classifier",
"type": "ai_languageModel",
"index": 0
}
]
]
}
}
}
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About this workflow
This workflow is designed for professional services firms that handle inbound client inquiries and need a smarter way to qualify, route, and respond to them.
Source: https://n8n.io/workflows/12761/ — original creator credit. Request a take-down →
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