This workflow is basically an automated lead management system. It takes a new lead from a Jotform, checks whether the lead has a budget, and then sends the lead down the appropriate path. This workflow removes a lot of manual work from lead follow-up.
01New Lead Submission Node
The workflow starts when someone fills out and submits the Jotform.
02Add or Update New Lead Information Node
The lead's information is saved in Airtable. If the lead already exists, the record can be updated instead.
03Send Slack Notification Node
A notification is sent to Slack to let the team know that a new lead has been received.
04Path Node (Check if the Lead Has a Budget)
The workflow checks the lead's information to determine whether they meet the required budget.
From here, the workflow splits into two paths.
If YES — the lead HAS the required budget
05Add to CRM As Qualified Lead Node
The lead is added to Monday.com as a qualified lead.
06Send Proposal Node
The lead automatically receives a proposal email.
07Update Lead Record Node
Airtable is updated to record that the proposal email was sent.
If NO — the lead DOES NOT have the required budget
08Add to CRM as Non-Qualified Lead Node
The lead is added to Monday.com as a non-qualified lead.
09Send Thank-You Email Node
Instead of sending a proposal, the lead receives a thank-you email.
CRM Lead Engagement Workflow — Monday.com to Asana
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How the Workflow runs
This workflow is basically an automated lead follow-up and prioritization system. It takes leads from Monday.com, checks their information, uses ChatGPT to analyze them, and then sends each lead to the appropriate priority path. The automation makes sure every lead is reviewed, categorized, and followed up without someone having to manually sort them.
01New/Existing Lead Node
The workflow starts when a new lead is added or an existing lead is updated in Monday.com.
02Filter Node
The workflow checks whether the lead has a valid email address or contact number. Only leads that meet the requirement continue.
03Create Task For Lead Tracking Node
A new task is created in Asana to keep track of the lead and its follow-up.
04Analyze the Lead and Return Data Node
ChatGPT reviews the lead's information and analyzes it to determine useful lead details, such as its potential priority.
05Send Welcome Email Node
The lead automatically receives a welcome email.
06Split Into Paths Node
The workflow now separates the leads into three different groups.
High Priority Leads
07Tag Lead or Add Task as High Priority Node
The workflow confirms that the lead meets the high-priority requirements.
The lead is added or tagged in Asana so the team knows it requires more attention.
Medium Priority Leads
08Sends Alert Message to Slack Node
These leads have moderate potential and don't require the same urgency as high-priority leads.
A Slack notification is sent to inform the team about the medium-priority lead.
Low Priority Leads
09Log Information for Low Priority Node
These leads are considered lower priority based on the defined conditions.
The lead's information is recorded in Google Sheets for tracking and future reference.
AI Email Assistant
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How the Workflow runs
It works as an AI email assistant that reads incoming emails, uses ChatGPT to understand them, and then decides how to handle each email. The goal is to automate simple email responses while making sure important or sensitive requests are brought to a person's attention.
01New Email Received Node
The workflow starts whenever a new email arrives in Gmail.
02Formatter Node
The email content is formatted and organized so the information is easier for ChatGPT to process.
03Generate AI Response Node
ChatGPT reads the email and determines what the email is about and how it should be handled.
04Paths – Check if the Email Needs Review Node
The workflow checks the AI's result and sends the email down the appropriate path.
General Inquiry
05Send Email Reply Node
For normal questions or general requests.
The workflow automatically sends a response to the person who emailed.
Other Concerns
06Send Notification to Slack Node
For emails involving things such as refunds, pricing, or other concerns.
Instead of automatically handling the issue, the workflow sends a notification to Slack so someone on the team can review it.