Templates / Route lead reply follow-up tasks by intent with Gmail, OpenAI, Pipedrive, and Slack

Route lead reply follow-up tasks by intent with Gmail, OpenAI, Pipedrive, and Slack

Ready for 3.0

by Intuz ✓ · 3 views · created 2026-09-28 · Lead Nurturing, AI Summarization

Ready 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 15 nodes and runs on Gmail events. Along the way it connects Gmail, Pipedrive, OpenAI and Slack.

How it runs

Trigger: On Gmail events.

  1. Set Email Details (Edit Fields (Set)): sets 7 fields: emailBody, Subject, senderEmail…
  2. Search Lead in Pipedrive (Pipedrive): search (person)
  3. Check Lead Presence (If): checks a condition and branches into true / false
  4. OpenAI: uses OpenAI
  5. Alert Lead Missing in Pipedrive (Gmail): uses Gmail
  6. Parse AI Response (Code): runs custom JavaScript code
  7. Route by Lead Intent (Switch): routes items into 4 branches
  8. Post Slack Notification (Slack): uses Slack
  9. Create Meeting Task (Pipedrive): work with activity
  10. Create Pricing Task (Pipedrive): work with activity

…plus 4 more steps. See the full node list below.

Services it uses

GmailPipedriveOpenAISlack

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 (9)

From the author

Quick overview This workflow monitors a Gmail inbox for lead replies, looks up the sender in Pipedrive, uses OpenAI to classify the lead’s intent and urgency, then creates the appropriate Pipedrive follow-up activity, logs an AI analysis note, and notifies…

Excerpt from Intuz 's description on n8n.io.

View the original on n8n.io → Check your own copy

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