Score and auto-reply to new leads with OpenAI and Gmail Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

++Who is this for++ Small business owners, freelancers, and agencies who receive inbound leads through a web form and want instant, personalized follow-up — without manually reading every submission. ++What it does++ When someone fills out your lead intake form, this workflow instantly: Scores the lead 1-100 using OpenAI based on budget, project fit, and clarity Classifies them as Hot, Warm, or Cold Sends a personalized email reply that references what they actually wrote Logs everything to Google Sheets with the score and AI reasoning Hot leads get an enthusiastic reply with a calendar booking link. Warm leads get a helpful response with suggested next steps. Cold leads get a polite acknowledgment. Every lead gets a response within seconds. ++How to set up++ Fill in the "Configure Your Settings" node with your business name, email, calendar link, and description Connect your Gmail and Google Sheets credentials Add your OpenAI API key Create a Google Sheet with the column headers listed in the workflow's sticky notes Paste your Sheet URL into the "Log Lead with Score" node Activate the workflow and share the form URL Requirements AlekSystem account (cloud or self-hosted) OpenAI API key Gmail account (OAuth2) Google Sheets (one blank sheet) How to customize Edit the OpenAI system prompt to adjust scoring criteria for your industry Modify the tier thresholds (currently Hot 70+, Warm 40-69, Cold 0-39) Customize the email tone by editing each Gmail node Add or remove form fields to match your intake need

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