Setting Up Your Automated Funnel Helper

You don't need a computer science degree to build functional AI marketing agents. In this tutorial, we will set up a basic lead classification agent in under an hour using n8n and Claude.

Prerequisites

  • A free self-hosted or cloud **n8n** account
  • An **Anthropic API key**
  • A Slack workspace (for alerts)

    • Step 1: Create the Webhook Trigger

    Inside n8n, create a new workflow and add a Webhook node. Set the HTTP method to POST. This URL will receive form submission data from your landing page.

    Step 2: Connect Claude

    Add an OpenAI or Anthropic Chat node to your workflow. Select Claude 3.5 Sonnet as your model, and insert your system prompt:

    "You are an SDR assistant. Analyze the incoming message and company info. Output 'SQL' if company size is > 50 employees and they mention AI or GTM consulting. Otherwise output 'NURTURE'."

    Step 3: Branch and Alert

    Add an If node to check Claude's output. If the result is 'SQL', route the flow to a Slack node that posts a message to your sales channel:

    "🚨 New high-value lead found: [Name] from [Company]. Message: [Message]"

    Test the flow using sample data. You now have an autonomous SDR agent classifying leads on autopilot.