Qualify and route client leads with OpenAI, Supabase, and Gmail
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 29 nodes and runs when someone submits an n8n form (“AI Agency — Client Project Intake”). Along the way it connects Supabase, OpenAI and Gmail.
How it runs
Trigger: When someone submits an n8n form (“AI Agency — Client Project Intake”).
- Normalize Client Data (Edit Fields (Set)): sets 10 fields: full_name, email, company_name…
- Validate Required Information (If): checks a condition and branches into true / false
- Create Lead in Supabase (Supabase): uses Supabase
- Build Validation Issues List (Code): runs custom JavaScript code
- AI Requirement Analyzer (OpenAI): uses OpenAI
- Generate Clarification Email (Edit Fields (Set)): sets 3 fields: email_subject, email_body, lead_status
- Structure AI Analysis (Code): runs custom JavaScript code
- Send Clarification Email (Gmail): uses Gmail
- Calculate Qualification Score (Code): runs custom JavaScript code
- Qualification Router (Switch): routes items into 3 branches
…plus 18 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Code
n8n-nodes-base.code - Supabase
n8n-nodes-base.supabase - OpenAI
@n8n/n8n-nodes-langchain.openAi - Switch
n8n-nodes-base.switch - Gmail
n8n-nodes-base.gmail
From the author
Quick overview This workflow captures client requests via an n8n Form, validates and stores leads in Supabase, uses OpenAI to generate a structured requirements analysis, then calculates a rule-based qualification score and sends the appropriate client and…