Lead GenerationFREE

AI Lead Route: Route to the right rep the Moment someone books a call and Log It to Google Sheets

An n8n workflow that fires when someone books a call, then an AI agent matches the lead to the right rep by territory and size — giving you leads assigned the instant they arrive. No code: import the JSON, connect your apps, and it runs 24/7.

difficulty Beginnersetup 40 minresult Leads assigned the instant they arrive—
—
  1. 1

    Trigger when someone books a call

    A Calendly Trigger starts the workflow the moment someone books a call.

  2. 2

    Hand it to the AI agent

    An AI Agent node running OpenAI matches the lead to the right rep by territory and size. The prompt is pre-written and scoped to this one job so results stay consistent.

  3. 3

    Deliver the routing

    The result is saved to Google Sheets — ready for a human to approve.

  4. 4

    Add a safety net (optional)

    Insert an IF/human-approval step before anything is published or emailed, so you stay in control until you trust the output.

Frequently asked questions

Can I trust the AI to get the routing right?

The prompt is tightly scoped to one job and you can add a human-approval step in n8n before anything is sent or published. Start with review-mode for a week, and once you trust the output, switch it to fully automatic.

Does this need n8n Cloud or can I self-host?

Either works. The workflow is a standard n8n export, so you can run it on n8n Cloud or on your own self-hosted instance — you only connect your own app credentials.

How do I import the workflow into n8n?

Download the JSON, then in n8n open a new workflow, choose ⋯ → Import from file, and select it. Every trigger, node and connection appears on the canvas; you just add your credentials and activate it.

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