Lead Query Intake Automation Kit

The Lean Agency Intake Kit: n8n Workflow & Airtable CRM

Stop losing inbound leads to your DMs and stop paying $800/month for bloated enterprise software you don't need.

This is the exact n8n automation blueprint I use to build lightweight, zero-waste client intake systems for design agencies and service providers. It automatically catches new leads, logs them into an Airtable database, assigns the work in Trello, and pings your team in Slack—all running on a stack that costs around $20 a month.

What is inside the free download?

• The n8n JSON Blueprint: The exact workflow file (ready to import) featuring advanced routing logic and data sanitization.
• The "Exception Queue" Logic: Built-in error handling that automatically stops the workflow if a client forgets to upload their design files, preventing bad data from ruining your Trello boards.
• The Airtable CRM Schema: A public share link to clone the exact database structure used to track leads.
• The Setup Guide: A PDF checklist detailing exactly how to map your credentials and launch the system.

The Tech Stack

• Trigger: Jotform (Free Tier)
• Router: n8n (Self-Hosted or Cloud Starter)
• Database: Airtable (Free Tier)
• Execution & Comms: Trello & Slack

Who is this for? This template is designed for fellow builders, tinkerers, and operations managers who want to reverse-engineer a professional, sustainable automation architecture and deploy it in their own workspace.

⚠️ Support Disclaimer This is a free, DIY architecture asset. Because third-party platforms frequently update their interfaces and API structures, this download does not include 1-on-1 technical support, API debugging, or custom integration help.

Need this built for your agency? If you are an agency owner and your time is too valuable to be wiring up API nodes, do not waste hours troubleshooting data schemas.

[https://calendly.com/duttasouvik888/30min] to have a lean, sustainable intake system mapped and built specifically for your operations.