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Enrich legal leads and send attorney briefings with webhooks and Google Sheets

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Created by: Dele Tosh @ Protomated || deletosh
Dele Tosh @ Protomated

Last update

Last update 18 days ago

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Quick Overview

This workflow receives new leads via webhook, enriches business-domain emails using a configurable enrichment API, logs results to Google Sheets, and emails an internal briefing to an attorney, plus a weekly scheduled email summary of lead value tiers and top companies.

How it works

  1. Receives a new lead via a webhook and normalizes key fields like name, email, phone, practice area, and case description.
  2. Extracts the email domain, determines whether it is a business domain, and either calls an external enrichment API for company details or records that no company signal is available.
  3. Computes a “matter value tier” using keyword and dollar-amount signals from the case description and the presence of company enrichment data.
  4. Appends the lead, enrichment fields, and value tier to a Google Sheets “Enrichment Log” for tracking.
  5. Builds an HTML/text briefing, logs the briefing to a separate guardrail/compliance workflow via Execute Workflow, and sends the briefing to the configured attorney email address.
  6. Runs weekly on a schedule, reads the Google Sheets enrichment log, aggregates the last N days into tier counts and top companies, and emails a weekly lead quality summary.

Setup

  1. Configure your lead source to POST to the workflow’s webhook URL for the “lead-enrichment” endpoint.
  2. Set n8n variables for ENRICHMENT_API_URL (and optional CONSUMER_EMAIL_DOMAINS and HIGH_VALUE_KEYWORDS) and provide an HTTP Header Auth credential for your enrichment provider.
  3. Connect Google Sheets credentials and set ENRICHMENT_LOG_SHEET_ID, ensuring the “Enrichment Log” sheet has columns matching the fields being appended.
  4. Connect an SMTP email credential and set FIRM_FROM_EMAIL plus the recipient variables (INTAKE_ATTORNEY_EMAIL and/or FIRM_EMAIL) used for the briefing and weekly summary.
  5. Set GUARDRAIL_WORKFLOW_ID to the internal audit workflow (or update/remove the Execute Workflow step) and adjust the weekly cron schedule and LEAD_SUMMARY_LOOKBACK_DAYS as needed.