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Customer Lead AI Agent

This workflow automatically analyzes and classifies newly generated potential customer information through an AI intelligent agent, accurately identifying customer needs and intelligently matching relevant contacts. It automatically generates and sends professional email notifications. Its main functions include automatically screening valid potential customers, extracting key information, matching responsible personnel, and generating emails, significantly enhancing processing efficiency and the accuracy of information transmission. It optimizes the customer relationship management process, achieving full-process automation from potential customer generation to response.

Workflow Diagram
Customer Lead AI Agent Workflow diagram

Workflow Name

Customer Lead AI Agent

Key Features and Highlights

This workflow leverages AI intelligent agents to automatically analyze and categorize newly generated leads, accurately identifying customer needs. Based on the company’s product and service data, it intelligently matches the appropriate contact person responsible for the relevant domain, then automatically generates and sends professional email notifications. It not only enhances lead processing efficiency but also ensures the accuracy and timeliness of information delivery, significantly optimizing the customer relationship management process.

Core Problems Addressed

  • Automatically filter and identify valid leads from website inquiries, eliminating irrelevant or invalid requests.
  • Rapidly extract key information (such as customer name, organization, contact details, and specific requirements) from complex customer notes.
  • Automatically match leads to the appropriate company personnel based on customer needs, preventing information loss or misrouting.
  • Automatically generate professional, structured email notifications, reducing manual intervention and operational errors.
  • Achieve end-to-end automation of lead generation to response, shortening response times.

Application Scenarios

  • Automated identification and processing of online leads from corporate websites.
  • Sales and customer service teams’ lead management automation.
  • Any business scenario requiring quick filtering of valid customer demands from large volumes of feedback and notifying relevant responsible personnel.
  • Automated customer communication integrating ERP systems with email platforms.

Main Workflow Steps

  1. Webhook Listener: Capture newly created website leads with status “Open” via webhook in the ERPNext system.
  2. Retrieve Lead Details: Use ERPNext API to obtain complete lead information, focusing on notes content.
  3. Notes Content Validation: Determine if the lead notes contain valid information as a prerequisite for further processing.
  4. AI Intelligent Analysis:
    • Analyze notes to extract customer name, company, contact information, and specific requirements.
    • Assess whether the inquiry relates to the company’s products, services, or solutions.
    • If relevant, search the contact database in Google Sheets to find corresponding responsible personnel’s email(s).
    • If irrelevant, mark the lead as “Invalid Lead.”
  5. Email Content Generation: Use OpenAI models to generate company-standard email body text based on analysis results, including customer info and inquiry summary.
  6. Email Format Conversion: Convert the AI-generated plain text email content into HTML format to enhance professionalism.
  7. Email Sending: Send email notifications to relevant contacts via Microsoft Outlook node, with subject and content intelligently determined by AI.

Systems and Services Involved

  • ERPNext: Source of lead data, triggering via webhook and detailed data retrieval via API.
  • Google Sheets: Stores company contact database and product/service information to support AI-based responsible person matching.
  • Google Docs: Contains company product descriptions and policies as reference materials for AI analysis.
  • OpenAI: Provides powerful natural language processing capabilities for lead note analysis and email content generation.
  • Microsoft Outlook: Responsible for sending final email notifications to relevant business contacts.
  • n8n Automation Platform: Hosts the entire workflow’s node orchestration and execution.

Target Users and Value

  • Sales and customer service teams, enabling rapid response to customer needs and improving customer satisfaction.
  • Business process automation managers, reducing repetitive manual tasks and enhancing team efficiency.
  • Enterprises using ERPNext as their CRM system, facilitating seamless lead management automation.
  • Small and medium-sized businesses seeking AI-assisted intelligent lead distribution and timely notifications.

This workflow was developed by Amjid Ali, dedicated to optimizing the identification and response process for customer potential needs through AI and automation technologies, significantly improving sales response speed and service quality. Customization and extension are welcome to fit specific business requirements.