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Workflow Automation

Automated Client Inquiry Management System

A form-to-inbox workflow that logs, categorizes, and automatically responds to incoming inquiries.

  • n8n
  • Google Sheets
  • Gmail
Client inquiry intake form
Client inquiry intake form

Project Overview

A workflow that takes incoming inquiries from a form, logs them, categorizes them and automatically sends an appropriate response.

Problem

Manually reading, sorting and responding to inquiries can become repetitive and time-consuming.

Solution

I built an automated path from form submission to categorized response.

How It Works

  1. 1Form submission
  2. 2Google Sheets logs the inquiry
  3. 3Inquiry categorization
  4. 4Matching response is selected
  5. 5Gmail sends the appropriate email

Key Features

  • Form trigger
  • Inquiry logging
  • Categorization
  • Automated response
  • Category-based email routing

My Role

Built the complete workflow independently.

Technical Details

The form submission writes the inquiry into Google Sheets. The workflow applies categorization logic and routes the inquiry to the appropriate email response.

Screenshots / Workflow Visuals

n8n workflow canvas
n8n workflow canvas
Categorization and routing logic
Categorization and routing logic
Automated email response in Gmail
Automated email response in Gmail

Watch Demo

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