AI Lead Qualification & Routing System
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01

Overview

For this project, I wanted to explore how AI could help a real estate team spend less time sorting through enquiries and more time following up with the right prospects.

Built for HavenGate Properties, this workflow analyses incoming property leads based on their budget, preferred location, property needs, timeline, and level of interest. Using n8n and Google Gemini, it assigns each lead a score, classifies them as HOT, WARM, or COLD, and suggests an appropriate next action.

The results are saved in Google Sheets, while Slack notifications keep the sales team informed. The goal is to make lead qualification more organised and give the team a clearer idea of which enquiries may need attention first.

02

The problem

Getting more property enquiries is useful, but knowing which ones deserve immediate attention is just as important.

Salespeople may need to review each enquiry manually to understand what a prospect wants, whether their budget fits, and how soon they intend to make a decision. As the number of enquiries grows, this process can become repetitive and delay follow-ups.

 

03

The solution

I built an automated workflow that evaluates each new enquiry and turns the submitted information into a structured lead assessment.

Gemini analyses the lead’s requirements and generates a score, classification, short explanation, and recommended next action. The workflow then records the results in Google Sheets and sends the relevant details to the sales team through Slack.

This gives the team a more consistent starting point for prioritising leads while keeping the final sales decisions in human hands.

04

Tools used

  • Automation: n8n

  • AI Model: Google Gemini

  • Lead Intake: Google Forms

  • Data & Tracking: Google Sheets

  • Notifications: Slack

  • Integration: APIs and Webhooks

  • Data Format: JSON

  • Workflow Logic: Conditional Routing

05

Walkthrough

Lead Submission

A prospective customer submits their property requirements through Google Forms.

Data Processing

n8n picks up the submission and prepares the lead information for analysis.

AI Qualification

Gemini assesses the lead’s budget, location, property needs, timeline, and level of interest.

Scoring & Classification

The system generates a score, explains its assessment, classifies the lead as HOT, WARM, or COLD, and recommends a next action.

 

Recording & Notification

The results are saved in Google Sheets, and a Slack notification gives the sales team the information needed to plan their follow-up

Want something like this for your business?

Tell me what slows your team down and I will show you what can be automated.