n8n

How to Automate Google Sheets Lead Triage?

Turn contact form messages into organized work fast. New submissions are read, labeled, sent to the right team by email, and saved in Google Sheets for tracking. Ideal for eCommerce, sales, and support teams that get mixed requests in one inbox.

Here is how it runs. A hosted form collects Name, Email, Message and optional product type. The text goes to an AI classifier powered by OpenAI, which sorts it into Request Quote, Product info, General problem, Order info, or Other. Based on the label, the flow sends an email to the matching department with the customer’s address set as reply to. At the same time, the record is written to the matching Google Sheet, one sheet per category, so each team has a clean log.

Setup needs an OpenAI key, SMTP details for sending email, and access to Google Sheets. Create one sheet tab for each category and map them in the nodes. Expect faster replies, fewer missed messages, and clear reporting in minutes. Great for stores handling quotes and orders, support desks that need triage, and small teams that want structure without a full help desk.

What are the key features?

  • Hosted form trigger collects Name, Email, Message and product type
  • AI text classification using OpenAI with clear categories and a fallback
  • Department specific email routing with the customer set as reply to
  • One Google Sheet per category for clean, separate logs
  • Uses the gpt 4o mini model for fast and low cost classification
  • HTML email body includes all submitted fields for context

What are the benefits?

  • Reduce manual triage from 30 minutes a day to 3 minutes
  • Speed up first reply time by up to 50 percent with instant routing
  • Improve data accuracy by logging 100 percent of messages to sheets
  • Handle up to 3 times more inquiries without adding staff
  • Connect AI, email, and Google Sheets in one reliable flow

How do you set it up?

  1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
  2. You'll need accounts with OpenAI, Google Sheets and SMTP. See the Tools Required section above for links to create accounts with these services.
  3. In Google Sheets, create or identify five sheets or tabs named for each category: Quote, Product, General, Order and Other. Share them with the Google account you will connect to n8n.
  4. Open the Text Classifier node and confirm the categories match your needs. Keep Request Quote, Product info, General problem, Order info and Other or adjust the names and descriptions.
  5. In the n8n Credentials manager, create a new OpenAI credential. Select OpenAI API, click Create new credential, then paste your API key from your OpenAI account. Save it and select it in the OpenAI node.
  6. In the n8n Credentials manager, create a Google Sheets OAuth2 credential. Click Create new credential, follow the on screen steps to sign in, then select this credential in each Google Sheets node.
  7. In the n8n Credentials manager, create an SMTP credential. Enter your SMTP host, port, username and password. Enable SSL or TLS if your provider requires it. Save and select it in each email node.
  8. Open each email node and change the To email address to the correct department mailbox. Check the From email and make sure Reply to is set to the sender’s email field.
  9. Open each Google Sheets node and point it to the correct spreadsheet and sheet/tab for its category. Map columns for Name, Email, Message, product type and timestamp as needed.
  10. Test the form trigger. Open the public form URL, submit a sample for each category, and confirm classification results. Check that the right team receives an email and the correct sheet gets a new row.
  11. If emails do not send, verify SMTP host, port, authentication and TLS settings. If sheets do not update, confirm OAuth is connected and the sheet and tab names match exactly.
  12. If classification is off, refine category descriptions in the Text Classifier options or add example phrases. Re test until messages route as expected.

Tools Required

$24 / mo or $20 / mo billed annually to use n8n in the cloud. However, the local or self-hosted n8n Community Edition is free.

Google Sheets

Sign up

Free: $0 (Google Sheets API usage has no additional cost; quota limits apply)

OpenAI

Sign up

Pay-as-you-go: GPT-5 at $1.25 per 1M input tokens and $10 per 1M output tokens

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