This workflow automates the process of qualifying new customer leads from ERPNext and notifying the right team members. It uses an AI agent to analyze lead notes, validate inquiries, identify the responsible contact(s), and generate professional email notifications through Microsoft Outlook. Invalid or irrelevant leads are automatically flagged, reducing manual filtering.
The workflow ensures that every valid customer inquiry is quickly routed to the right person, improving response time and overall customer experience.
⚡ Features
- ERPNext Integration – Captures new leads directly from ERPNext via webhook.
- AI Lead Qualification – Uses OpenAI-powered analysis to validate and categorize leads.
- Company Data Lookup – Cross-checks company profile, policies, and contact directory from Google Docs & Google Sheets.
- Automated Email Notifications – Generates professional, structured emails in HTML format and sends them via Microsoft Outlook.
- Invalid Lead Handling – Automatically filters out irrelevant inquiries (e.g., job requests, general questions).
- Dynamic Contact Matching – Finds the right contact person(s) for specific products, services, or solutions.
- Customizable Workflow – Modify conditions (e.g., only “Open” leads from “Website”) or extend notifications to WhatsApp/other channels.
