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Automate Lead Intent Classification from Google Sheets to ClickUp with Azure GPT-4

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update 21 days ago

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Description

Automatically analyze incoming lead replies from Google Sheets using Azure OpenAI GPT-4, classify their intent (Demo Request, Pricing, Objection, etc.), and create actionable follow-up tasks in ClickUp — all without manual intervention. Streamline your sales response workflow and never miss a lead again. 🤖📩📈

What This Template Does

  • Triggers every 15 minutes to check for new lead replies in Google Sheets. ⏰
  • Prepares lead data for AI analysis by standardizing input fields. 🧩
  • Uses Azure OpenAI GPT-4 to classify lead intent (Demo Request, Pricing Inquiry, Objection, etc.). 🧠
  • Routes leads based on intent to the corresponding follow-up handler. 🔀
  • Creates new ClickUp tasks with calculated due dates, descriptions, and pipeline stages. 🗂️
  • Adds structured checklists to each task for consistent sales follow-ups. ✅
  • Loops through multiple tasks while respecting ClickUp API rate limits. 🔁

Key Benefits

✅ Saves hours of manual lead qualification and task creation.
✅ Ensures no lead reply is ignored or delayed.
✅ Standardizes intent-based follow-ups for sales teams.
✅ Enhances productivity with AI-driven decision logic.
✅ Maintains clear visibility across CRM and task systems.

Features

  • 15-minute recurring trigger to monitor new replies.
  • AI-powered intent classification using Azure OpenAI GPT-4.
  • Multi-category routing logic for personalized next steps.
  • Seamless ClickUp integration for automated task generation.
  • Smart checklist creation for follow-up management.
  • Batch loop processing to avoid rate-limit errors.

Requirements

  • n8n instance (cloud or self-hosted).
  • Google Sheets OAuth2 credentials with read access.
  • Azure OpenAI GPT-4 API credentials.
  • ClickUp API token with workspace permissions.
  • Target Audience
  • Sales and marketing teams managing inbound leads. 💼
  • Agencies automating client qualification workflows. 🏢
  • Startups improving lead follow-up efficiency. 🚀
  • Teams integrating AI-driven insights into CRM processes. 🌐

Step-by-Step Setup Instructions

  • Connect Google Sheets with your lead replies document. 📊
  • Add Azure OpenAI GPT-4 API credentials for intent analysis. 🧠
  • Configure ClickUp workspace details — team, space, folder, and list IDs. ⚙️
  • Set your preferred trigger interval (default: every 15 minutes). ⏰
  • Run a test with sample data to confirm intent mapping and task creation. ✅
  • Activate the workflow to automatically classify leads and create ClickUp tasks. 🚀