Capture and schedule HVAC leads with OpenAI, Google Sheets, Slack and SMS

Who this workflow is for Door-to-door HVAC companies seeking automated lead capture and appointment scheduling.

What this workflow does AI classifies incoming leads, routes them by service type, logs lead info in Google Sheets, notifies team via Slack, sends confirmations, schedules appointments, and optionally sends SMS reminders.

How the workflow works 1. Lead submission triggers workflow 2. AI classifies lead 3. Route lead based on service type 4. Log in Google Sheets 5. Notify team via Slack 6. Send confirmation email 7. Schedule appointment in calendar 8. Send SMS reminder (optional) 9. Optional CRM/dispatch integration

Author: Hyrum Hurst, AI Automation Engineer Company: QuarterSmart Contact: hyrum@quartersmart.com