Automate Gmail lead follow-up with OpenAI GPT-4O, HubSpot, Slack & Google Sheets

How it works

This workflow automates the handling of new lead responses received in Gmail. It captures emails with a specific label, analyzes the message using AI to determine sentiment, intent, urgency, next action, and priority, and then decides whether follow-up is needed. If required, it creates tasks in HubSpot, notifies the sales team via Slack, and logs all details into Google Sheets for tracking.

Step-by-step Trigger on New Lead Email

- Workflow starts whenever a new email with a defined Gmail label arrives.

- Captures the sender’s email, subject, message snippet, and timestamp.

Normalize Email Data

- Standardizes Gmail fields into structured values:

- leadEmail (sender’s address)