{ "plan_version": "0.3.0", "workflow_name": "Typeform Lead Triage", "objective": "Capture new Typeform submissions, summarize with AI, classify lead temperature, notify Slack for hot leads, and store all submissions in Airtable.", "trigger": { "type": "typeform_submission", "summary": "Runs whenever a new Typeform response is received.", "input_shape": "Form response payload with contact, answers, and metadata." }, "systems": [ "Typeform", "OpenAI", "Slack", "Airtable", "n8n" ], "steps": [ { "id": "step_1", "name": "Receive submission", "action": "Read the incoming Typeform payload." }, { "id": "step_2", "name": "Summarize content", "action": "Generate a concise summary with AI.", "depends_on": [ "step_1" ] }, { "id": "step_3", "name": "Classify lead", "action": "Assign hot, warm, or cold label.", "depends_on": [ "step_2" ] }, { "id": "step_4", "name": "Branch urgent leads", "action": "If hot, send a Slack alert.", "depends_on": [ "step_3" ] }, { "id": "step_5", "name": "Persist record", "action": "Write all leads to Airtable.", "depends_on": [ "step_3" ] } ], "branching": [ { "condition": "lead_temperature == 'hot'", "path": "notify_slack" }, { "condition": "lead_temperature != 'hot'", "path": "skip_slack" } ], "credentials": [ { "system": "Typeform", "status": "required" }, { "system": "OpenAI", "status": "required" }, { "system": "Slack", "status": "required" }, { "system": "Airtable", "status": "required" } ], "assumptions": [ "The Typeform payload includes enough text to summarize.", "Slack alerting is only required for hot leads.", "Airtable base and table are already chosen by the user." ], "risks": [ "Missing credentials block full end-to-end testing.", "Lead classification thresholds may need tuning after first runs." ], "validation": { "checks": [ "Confirm the Typeform trigger fires with a real payload.", "Confirm AI output contains both summary and label.", "Confirm Slack only receives hot leads.", "Confirm Airtable receives every submission." ], "manual_steps": [ "Connect credentials in n8n if placeholders were used.", "Review the prompt used for classification before production rollout." ] } }