NEOPOLIS AKADEMY
AI agent for automatic lead qualification
Lab to automate lead qualification with an AI agent, for SDRs and acquisition managers. Set up an n8n workflow, interact with OpenAI, and synchronize results to a CRM through Google Sheets.
View this course on Akademy ↗Enrolment and practical details are available on Neopolis Akademy.
What you will explore
Goal: automate initial lead qualification criteria.
Architecture: n8n for orchestration, OpenAI for classification and enrichment.
Use Google Sheets as an intermediary to the CRM.
Procedures to test with fictional data and ensure safety.
Human checkpoints and validation before taking commercial actions.
STEP BY STEP
Course programme
01AI 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.
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.
Explore this module on Akademy ↗Programme source: Neopolis Akademy. Original course page