Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

Description

This n8n workflow automates a speed-to-lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow-up.

Good to Know Speed-to-lead focuses on minimizing time from lead capture to sales engagement, boosting conversion rates.

How it works - Triggers on form submission, feeding data into an AI Agent powered by an OpenAI Chat Model with chat memory.

- The AI processes leads via a structured output parser, then a switch (rules mode) decides actions like editing fields or sending messages.

- Outputs route to Trello (task creation), Gmail (notifications/emails), and possibly other apps for lead nurturing.

How to use - Import the workflow into your n8n instance and connect credentials for OpenAI, Trello, Gmail, and your form tool (e.g., Google Forms).

- Test by submitting a form; monitor the AI agent for lead qualification and verify outputs in Trello/Gmail.