Lead qualification and client document collection — automated

The scenario checks the lead by income, drafts an email for your approval, creates the client's folder and collects the documents itself while logging everything to a database.

  • Leads screened by income automatically
  • A personal email drafted and waiting for approval
  • Folder and document collection handled for you
  • Status and full history delivered and stored
n8n Form
Set it up for yourselfScriptera

How it works

To pass leads from Gmail to Microsoft OneDrive automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: On form submission
  2. Then: Normalize lead name
  3. Check: Check income threshold
  4. If yes: Request Email Approval1
  5. Check: Check approval response
  6. If yes: Generate Personalized Email
  7. Then: Create Drive Folder
  8. Then: Share Drive Folder
  9. Then: Create Gmail Draft
  10. Then: Send Email Created Confirmation
  11. Then: Aggregate Log Data
  12. Then: Store in Database
  13. If no: Log declined lead
  14. Check: Validate Input
  15. If yes: Upload ID1
  16. Then: Upload Payslip1
  17. Then: Upload Bank Statement1
  18. Then: Evaluate upload results
  19. Check: Check all uploads successful
  20. If yes: Send Success Notification
  21. If no: Send Partial Failure Notification
  22. Then: Update upload error log
  23. If no: Send Validation Error
  24. Starts when: Upload portal trigger

You can launch this Gmail + Microsoft OneDrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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