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Tools: n8n, Claude AI, Serper.dev, Google Sheets, Gmail
An AI-powered workflow that automatically qualifies inbound leads for a marketing agency.
When a prospect submits a contact form, the agent validates their company domain (format and reachability check), searches the web for company information via Serper.dev API, and sends the data to Claude AI for scoring and analysis.
Claude returns a structured qualification report: score (1-10), company summary, strengths, concerns, and recommendation. The report is saved to Google Sheets and emailed to the team.
Who this is for: Marketing agencies, B2B service providers, and sales teams who receive inbound leads via web forms and need fast, consistent qualification without manual research.
Demonstrated using BrightReach Marketing, a fictional boutique digital marketing agency specializing in paid advertising and content strategy for e-commerce brands.
1. A prospect fills in a contact form with their name, email, company website, marketing budget, and what they're looking for
2. The workflow validates the company domain format (must contain a dot, no spaces)
3. The domain is checked for reachability (HTTP request to verify the site exists)
4. If valid and reachable, Serper.dev runs two web searches: general company info and marketing-specific info
5. All data (form submission + web search results) is sent to Claude AI
6. Claude evaluates the lead against the ideal client profile and returns a JSON qualification report
7. The report is parsed and saved to Google Sheets (contact data + qualification)
8. An email notification is sent to the team with the full report
9. The submitter sees a confirmation (in production) or the qualification report (in demo mode)
Workflow overview: incoming leads are automatically researched, qualified by AI, and saved with an email alert to the team
Try it yourself: submit a fictional lead and see the AI qualification report.
Demo mode is enabled: the qualification report is shown on the confirmation page. In production, only the agency team would see the report.
Public contact form collecting lead information, built with n8n Form Trigger
Google Sheets: lead contact data with timestamp, score, name, email, domain, company, budget, and message
Google Sheets: AI-generated qualification report with company summary, strengths, concerns, and recommendation
Email notification sent to the team with full qualification report
n8n workflow canvas: 14 nodes covering form trigger, domain validation, web research, Claude AI qualification, Google Sheets, and Gmail
Nodes: 14
Key integrations: Serper.dev (web search ×2), Claude AI (via OpenRouter), Google Sheets, Gmail
Notable features:
Two-stage domain validation (format + reachability)
Dual web search (general company info + marketing-specific)
Structured JSON output from AI (score, summary, strengths, concerns, recommendation)
Built-in demo mode toggle
Error handling with user-friendly messages
Scoring guide: 1-3 poor fit, 4-6 possible, 7-8 good, 9-10 excellent