Automate Your Lead Reporting with n8n and Azure OpenAI

In today’s fast-paced digital landscape, effectively managing lead submissions is crucial for businesses aiming to optimize their marketing efforts. By leveraging tools like Google Sheets, Google Forms, and Azure OpenAI, you can automate the lead reporting process, providing your team with valuable insights and recommendations.

Lead Submission Data

Using Google Sheets to collect lead submission data is an efficient way to gather information from various channels. Coupled with Google Forms or a similar tool, you can create a streamlined process for data input.

n8n for Workflow Automation

Enhance your workflow by using n8n, either self-hosted or cloud-based. This automation tool allows you to trigger workflows hourly with the n8n Scheduler, ensuring your lead data remains up-to-date. With n8n, you can:

• Fetch new lead submissions from Google Sheets.
• Aggregate and group data by Source/UTM parameters.
• Standardize column names for consistent reporting.

AI-Powered Reporting

Utilize the Azure OpenAI (GPT-4o-mini) API key for generating comprehensive reporting. By sending both raw and aggregated data to Azure OpenAI, you can:

• Calculate CPL (Cost Per Lead) using spend + lead count per channel.
• Format reports into a professional HTML layout complete with insights and recommendations.

Automated Delivery via Gmail

For seamless communication, set up Gmail API credentials to automate report delivery. You can even replace Gmail with Slack or Teams notifications for real-time sharing, ensuring stakeholders are always in the loop.

Enhanced Analytics with Visual Charts

Consider integrating visual charts through tools like Google Data Studio or Looker for deeper analytics. This additional layer will allow you to:

• Use additional UTM fields such as campaign, adgroup, and creative for detailed insights.
• Extend reporting to include ROI and ROAS calculations.

Target Audience for Automated Reporting

These automated systems are particularly beneficial for:

• Marketing teams managing multi-channel campaigns.
• Agencies providing client attribution reports.
• Business owners optimizing ad spend efficiency.
• Growth teams tracking lead quality by source.

By automating your lead reporting and leveraging advanced tools like n8n and Azure OpenAI, you can significantly improve operational efficiency and focus on driving your business forward. Start streamline your backend processes today with Backrun’s solutions.

Explore our services: Backrun | Contact us: hello@backrun.us