B2B Lead Qualification: OpenAI + Airtable Human Review

Qualify B2B leads fast—then send the details to humans for review

This n8n workflow automatically takes B2B targeting criteria, discovers matching companies and contacts, uses OpenAI to score fit and generate evidence-based outreach briefs, and saves the results in Airtable with a “Needs Human Review” status—so your team can verify before outreach.

What this workflow does

• Ingests targeting criteria via a POST webhook (or via a manual test) and normalizes the inputs.
• Validates required fields and returns a 400 webhook response when the criteria are incomplete.
• Discovers companies using a configurable company-discovery HTTP API, removes excluded companies, then uses OpenAI to evaluate fit and create a weighted account score.
• Filters low-scoring accounts, checks Airtable to avoid duplicates, and creates a Qualified account record for new matches.
• Discovers contacts per qualified account using a configurable contact-discovery HTTP API.
• Scores and filters contacts with OpenAI, removes low-scoring or duplicate contacts using Airtable.
• Generates an evidence-based outreach brief with OpenAI and creates an Airtable queue item marked Needs Human Review; webhook requests receive a compact JSON result.
• Runs daily to load “Needs Human Review” items from Airtable, identify stale reviews, and optionally email a summary via Gmail.

Use cases

• SaaS teams automating B2B lead qualification while keeping human control over outreach messaging.
• Automation engineers building an AI-assisted pipeline: company/contact discovery → OpenAI fit scoring → Airtable review queue.
• Revenue ops workflows that need evidence-based lead briefs stored for later approval.

Technical details

• n8n nodes/tools: webhook, if, set, code, no op, OpenAI (for scoring + evidence), Airtable (Accounts, Contacts, Outreach Queue), Gmail (optional email summaries).
• Configurable HTTP APIs: company-discovery and contact-discovery endpoints.
• Output: Airtable records and a compact JSON response for webhook runs.