vibeflow-n8n/examples/example-final-report.md
2026-04-12 13:33:57 -03:00

996 B

Example Final Report

Summary

A workflow named Lead Intake and Triage was created to receive incoming lead data, score urgency using AI, send high-priority leads to Slack, and store all leads in HubSpot.

What was created

  • Webhook trigger for incoming lead payloads
  • Validation step for required lead fields
  • AI scoring and summarization step
  • Conditional branch for hot leads
  • Slack notification for hot leads
  • HubSpot create/update action
  • Generic failure notification path

Assumptions used

  • Lead uniqueness is based on email
  • Slack notifications are required only for hot leads
  • Missing optional fields do not block processing

Manual setup still required

  • Connect OpenAI credentials
  • Connect Slack credentials
  • Connect HubSpot credentials
  • Review final field mappings for HubSpot properties

How to test

  1. Send a sample payload to the webhook
  2. Confirm the AI score is produced
  3. Verify hot leads appear in Slack
  4. Verify the record is stored in HubSpot