Finance & Accountingfree

Route and Nurture Financial Services Leads with OpenAI, Gmail and Google Sheets

by David OlusolaUpdated Aug 2026

RequiresOpenAI

Gmail

Google Sheets

1/5

STEPS · 13

Starts on an incoming request

On a webhook submission, classifies and routes financial-services leads with OpenAI, nurturing them via Gmail and logging to Google Sheets.

Invoice Paid Thank-You + Sheet Log

On a paid Stripe invoice, emails the customer a thank-you and appends the payment to a Google Sheets log.

When a Stripe invoice payment fails, alerts the billing channel in Slack and emails the customer a friendly retry notice.

On a webhook request, an OpenAI agent processes the input and returns a structured response to the caller.