Neopolis Akademy · Free AI training

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.

Agent IA de qualification automatique des leads

Course overview

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.

Goal: automate lead qualification with an AI agent connected to business tools.

Prepare environment: configure n8n, API access and flows to Google Sheets/CRM.

Build progressively: qualification logic, prompts, filters and integrations.

Checkpoint: verify security, API permissions and privacy best practices.

1lessons
1lessons
4activities
6exercises
0videos
Beginner

Skills and topics covered

Create an input form and trigger a business workflowDefine clear qualification criteriaProduce a reliable JSON output for the CRMTrigger different actions based on the lead scoreApplied AI for business functionssales-crm-prospectingn8nOpenAIGoogle SheetsCRMdébutant

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