Qualify new leads in Google Sheets via OpenAI's GPT-4

Target Audience

• Marketing Teams: Looking to automate lead qualification processes to improve efficiency.
• Sales Departments: Need to quickly assess the quality of incoming leads to prioritize follow-ups.
• Entrepreneurs: Individuals managing community groups or businesses who want to filter leads effectively.
• Data Analysts: Professionals needing to analyze lead data and performance metrics from Google Sheets.

Problem Solved

This workflow automates the lead qualification process by integrating Google Sheets with OpenAI's GPT-4. It addresses the challenge of manually reviewing and qualifying leads from form submissions, which can be time-consuming and prone to human error. By utilizing AI, the workflow ensures a consistent and efficient evaluation based on predefined criteria.

Workflow Steps

1. Check for New Entries: The workflow starts by monitoring a Google Sheet for new entries every minute. When a new lead is added, it triggers the next steps.
2. Qualify Leads with GPT: The workflow sends the lead information to OpenAI's GPT-4 model, which evaluates the lead based on specific criteria (decision-maker status and email domain).
3. Extract JSON Reply: The response from GPT-4 is parsed into a structured JSON format, extracting the rating and explanation.
4. Combine Data: The original lead data from Google Sheets is merged with the GPT-4 response for comprehensive evaluation.
5. Update Google Sheet: Finally, the workflow updates the Google Sheet with the lead's qualification status and relevant details, ensuring that all information is up-to-date and accessible.