Training programme overview

Lab to automate lead qualification with an AI agent, for SDRs and acquisition managers. Set up an n8n workflow, interact with OpenAI, and synchronize results to a CRM through Google Sheets.

Goal: automate initial lead qualification criteria.

Architecture: n8n for orchestration, OpenAI for classification and enrichment.

Use Google Sheets as an intermediary to the CRM.

Procedures to test with fictional data and ensure safety.

Human checkpoints and validation before taking commercial actions.

1courses

1lessons

4activities

6exercises

0videos

Tutorial / practical work · Beginner

Courses included in this training programme

AI agent for automatic lead qualification

Build an AI agent to automatically qualify leads using n8n, OpenAI, Google Sheets and your CRM. The lab covers environment setup, step‑by‑step construction of the agent and security checkpoints for integrating and filtering prospect data.

Beginner

1 lessons · 4 activities · 6 exercises · 0 videos

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