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AI Agents & Assistants

Route webinar leads to sales with Google Sheets, Google Gemini, and Slack

When you run it, it runs an AI agent with Google Gemini using Google Sheets, Slack.

What it does

## Webinar Intent-to-Sales Router ### How it works This workflow manually runs a webinar follow-up router that gathers webinar registration, attendance, poll, question, CRM, routing, sequence, and exclusion data from Google Sheets. It builds consolidated attendee profiles, uses an AI agent with Gemini and structured output parsing to evaluate buying intent, then enforces routing guardrails and writes qualified lead records. It also creates CRM tasks, schedules follow-up queue entries, and sends a Slack summary of the run. @youtube ### Setup steps - Connect Google Sheets credentials and ensure the configured spreadsheet contains the expected tabs for webinar config, registrants, attendance, poll responses, questions, CRM contacts, routing rules, follow-up sequences, exclusions, qualified leads, sales tasks, and follow-up queue. - Update the Config Edit node with the correct sheet_id and verify each Google Sheets node points to the intended sheet/range. - Configure Google Gemini credentials for the Intent Router Agent and confirm the structured output schema matches the downstream routing code expectations. - Connect Slack credentials and set the target channel or user for the final run summary message. - Review the code nodes’ assumptions about column names, lead qualification thresholds, routing rules, and task/follow-up row formats before running in production. ### Customization Adjust the routing rules, exclusion list, follow-up sequences, and AI prompt/schema to change how webinar attendees are qualified, assigned, and followed up.

The steps

  1. Initialize Workflow
  2. Set Sheet ID
  3. Read Webinar Config
  4. Read Registrants Data
  5. Read Attendance Data
  6. Read Poll Responses
  7. Read Webinar Questions
  8. Read CRM Contacts
  9. Read Routing Rules
  10. Read Followup Sequences
  11. Read Exclusion List
  12. Compile Attendee Profiles
  13. Intent Analysis Agent
  14. Gemini Chat Model

23 steps in total.

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