Automate Lead Intent Classification from Google Sheets to ClickUp with Azure GPT-4

Description Automatically analyze incoming lead replies from Google Sheets using Azure OpenAI GPT-4, classify their intent (Demo Request, Pricing, Objection, etc.), and create actionable follow-up tasks in ClickUp — all without manual intervention. Streamline your sales response workflow and never miss a lead again. 🤖📩📈

What This Template Does Triggers every 15 minutes to check for new lead replies in Google Sheets. ⏰ Prepares lead data for AI analysis by standardizing input fields. 🧩 Uses Azure OpenAI GPT-4 to classify lead intent (Demo Request, Pricing Inquiry, Objection, etc.). 🧠 Routes leads based on intent to the corresponding follow-up handler. 🔀 Creates new ClickUp tasks with calculated due dates, descriptions, and pipeline stages. 🗂️ Adds structured checklists to each task for consistent sales follow-ups. ✅ Loops through multiple tasks while respecting ClickUp API rate limits. 🔁

Key Benefits ✅ Saves hours of manual lead qualification and task creation. ✅ Ensures no lead reply is ignored or delayed. ✅ Standardizes intent-based follow-ups for sales teams. ✅ Enhances productivity with AI-driven decision logic. ✅ Maintains clear visibility across CRM and task systems.

Features 15-minute recurring trigger to monitor new replies. AI-powered intent classification using Azure OpenAI GPT-4. Multi-category routing logic for personalized next steps. Seamless ClickUp integration for automated task generation. Smart checklist creation for follow-up management. Batch loop processing to avoid rate-limit errors.

Requirements n8n instance (cloud or self-hosted). Google Sheets OAuth2 credentials with read access. Azure OpenAI GPT-4 API credentials. ClickUp API token with workspace permissions. Target Audience Sales and marketing teams managing inbound leads. 💼 Agencies automating client qualification workflows. 🏢 Startups improving lead follow-up efficiency. 🚀 Teams integrating AI-driven insights into CRM processes. 🌐

Step-by-Step Setup Instructions Connect Google Sheets with your lead replies document. 📊 Add Azure OpenAI GPT-4 API credentials for intent analysis. 🧠 Configure ClickUp workspace details — team, space, folder, and list IDs. ⚙️ Set your preferred trigger interval (default: every 15 minutes). ⏰ Run a test with sample data to confirm intent mapping and task creation. ✅ Activate the workflow to automatically classify leads and create ClickUp tasks. 🚀