Who this template is for
Who this template is for This workflow is designed for professional services firms that handle inbound client inquiries and need a smarter way to qualify, route, and respond to them. Ideal for: Consulting firms Accounting and bookkeeping firms Fractional CFO and finance advisory services What this workflow does This automation captures client inquiries and uses AI to analyze each submission in real time. The workflow: Classifies the requested service type Scores lead quality and urgency Routes inquiries to the appropriate internal team Sends Slack notifications with AI-generated summaries Logs qualified leads in Google Sheets Sends a professional acknowledgment email to the client High-urgency leads can trigger executive alerts automatically. How it works A client submits an inquiry via form or website Data is normalized and structured AI evaluates the inquiry and generates a summary Low-quality leads are filtered out Qualified leads are routed by service type Internal teams are notified in Slack Lead data is logged for tracking and follow-up The client receives a professional acknowledgment email How to set up Connect your form or webhook trigger Add OpenAI credentials Connect Slack and Google Sheets Configure your email provider Customize routing logic if needed No credentials or IDs are hardcoded. Paid template notice This is a paid n8n workflow template. To purchase access or request more information, contact: Hyrum Hurst — AI Automation Engineer 📧 hyrum@quartersmart.com Built by QuarterSmart, specializing in AI automation systems for consulting, accounting, and finance professionals. How to customize the workflow You can extend this workflow by adding: CRM integrations Deal value estimation Follow-up automation Custom AI prompts per service line. An n8n automation workflow template by Hyrum Hurst.
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