Use Cases
- Automate lead capture from various sources into CRM systems.
- Generate insights or actions for leads using AI.
- Notify team members about new leads via Slack.
- Reduce manual data entry and improve efficiency.
How It Works
Cron job triggers every six minutes. Set node prepares lead information. OpenAI processes the lead data for insights. Results are sent to Slack for notifications. Lead information is directed to the CRM for management.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the cron node for desired timing.
- 3Set up the OpenAI node with appropriate prompts.
- 4Connect Slack and CRM nodes with necessary credentials.
- 5Activate the workflow to start automation.
Apps Used
OpenAI
Slack
Categories
Target Roles
Tags
#ai content generation
#process automation
#slack automation