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Qualify leads from Gemini chat to Google Sheets and Slack with self-optimization

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Created by: Pawan || gladiator

Pawan

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Last update 4 days ago

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Who is this for?

This workflow is designed for growth agencies, SaaS founders, and sales teams who want to move beyond static lead forms. It is ideal for those who need a "living" system that not only captures leads but also provides immediate value through AI-generated strategies and evolves based on performance data.

How it works

The template operates in two distinct phases:

  • The Lead Engine: A user interacts with a chat bubble. A Gemini-powered agent conversationally qualifies the lead (Name, Industry, Budget). A custom JavaScript node ensures data integrity before an "AI Council" node generates three industry-specific growth tactics. High-value leads are then routed to Slack and logged in Google Sheets.

  • The Self-Optimization Loop: A scheduled trigger audits lead data in Google Sheets daily. It uses Gemini to identify friction points and sends a "System Audit" report to Slack, suggesting prompt improvements to increase conversion rates.

How to set up

  • Credentials: Connect your Google Gemini (API Key), Google Sheets (OAuth2), and Slack (OAuth2) accounts.
  • Google Sheets: Create a spreadsheet with headers: Lead, Suggestion, and Status. Copy the Spreadsheet ID into the Google Sheets nodes.
  • Slack: Invite your n8n bot to a specific channel (e.g., /invite @n8n) and select that channel in the Slack nodes.
  • Memory: Ensure the Window Buffer Memory node is connected to the AI Agent to maintain conversation state.

Requirements

  1. Google AI (Gemini) API Key.
  2. Google Sheets for data logging.
  3. Slack for real-time notifications.
  4. n8n version 1.0+ (supporting AI Agent nodes).

How to customize

  1. Scoring Logic: Adjust the Scoring Logic code node to change what constitutes a "Hot" lead.
  2. AI Strategist: Modify the prompt in the AI Council: Strategist node to provide different types of value (e.g., free audits instead of growth tactics).