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Route webinar leads to sales with Google Sheets, Google Gemini, and Slack

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Created by: iamvaar || iamvaar
iamvaar

Last update

Last update a day ago

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Quick overview

Youtube Video :https://youtu.be/4S5f9Cc8zdQ?si=NT9Te6CLndH6f5S0

This workflow pulls webinar engagement and CRM context from Google Sheets, uses Google Gemini to classify each attendee’s buying intent, and writes qualified lead logs, sales tasks, and follow-up schedules back to Google Sheets, then posts a run summary to Slack.

How it works

  1. Runs manually to start a webinar routing run.
  2. Reads webinar configuration, registrants, attendance, poll responses, questions, CRM contacts, routing rules, follow-up sequences, and an exclusion list from a Google Sheets spreadsheet.
  3. Merges these inputs into one normalized attendee profile per email, including engagement metrics, inferred buying signals, and exclusion flags.
  4. Sends each attendee profile plus the routing rules to Google Gemini and parses a structured classification (segment, intent score, recommended task type, sequence, and messaging hints).
  5. Applies guardrails and fallbacks (for competitors, customers, open deals, no-shows, or AI errors) and appends the final routing decision to the Qualified_Leads_Log sheet.
  6. Creates task records for routed leads that require human action and appends them to the Sales_Tasks sheet.
  7. Expands each lead’s assigned follow-up sequence into scheduled outreach steps and appends them to the Followup_Queue sheet.
  8. Builds a run summary with segment counts and top active buyers and posts it to a Slack channel.

Setup

  1. Create a Google Sheets service-account credential in n8n, share the target spreadsheet with the service account email, and set the spreadsheet ID used by the workflow.
  2. Ensure the spreadsheet contains the expected tabs: Webinar_Config, Registrants, Attendance, Poll_Responses, Questions, CRM_Contacts, Routing_Rules, Followup_Sequences, Exclusion_List, Qualified_Leads_Log, Sales_Tasks, and Followup_Queue.
  3. Add a Google Gemini (PaLM) API credential for the intent-classification step.
  4. Add a Slack OAuth credential and select the channel where the run summary message is posted.