Step 2: Connect the Recipient Routing

Define the recipient address that will receive the qualified lead summary email.

1. Add the Assign Recipient Email node after Tally Submission Hook.
2. In Assignments, set toEmail to [YOUR_EMAIL].
3. Ensure the connection flow is Tally Submission Hook → Assign Recipient Email.

⚠️ Common Pitfall: Leaving [YOUR_EMAIL] unchanged will cause emails to be sent to a placeholder address.

Step 3: Set Up the AI Lead Qualification Chain

Configure the LLM chain that summarizes and evaluates each lead submission.

1. Add the Evaluate Lead Profile node after Assign Recipient Email.
2. Set Prompt Type to define.
3. Set Text to the provided expression: =Please complete the lead qualification form below as accurately as possible. Your responses will help us understand your company’s AI needs and determine how best to assist you. - Company Name: {{ $('Tally Submission Hook').item.json.body.data.fields[0].value }} - Full Name: {{ $('Tally Submission Hook').item.json.body.data.fields[1].value }} - Work Email: {{ $('Tally Submission Hook').item.json.body.data.fields[2].value }} - Employee Count: {{ $('Tally Submission Hook').item.json.body.data.fields[3].value }} - Industry: {{ $('Tally Submission Hook').item.json.body.data.fields[4].value }} - Main Challenges Encountered: {{ $('Tally Submission Hook').item.json.body.data.fields[5].value }} - Goals With the Project: {{ $('Tally Submission Hook').item.json.body.data.fields[6].value }} - Urgency or Date When Solution Is Needed: {{ $('Tally Submission Hook').item.json.body.data.fields[7].value }} - Estimated Budget: {{ $('Tally Submission Hook').item.json.body.data.fields[8].value[0] }} - Anything Else We Should Know: {{ $('Tally Submission Hook').item.json.body.data.fields[9].value }}.
4. Enable needsFallback by setting it to true.

Connect the language models used by Evaluate Lead Profile:

1. Add Qwen Model Relay and connect it to the Evaluate Lead Profile AI Language Model input.
2. Set Model to qwen/qwen3-235b-a22b-07-25.
3. Credential Required: Connect your openRouterApi credentials in Qwen Model Relay.
4. Add Gemini Pro Relay and connect it to the Evaluate Lead Profile AI Language Model input.
5. Set Model to google/gemini-2.5-pro.
6. Credential Required: Connect your openRouterApi credentials in Gemini Pro Relay.

Step 4: Configure the Email Output

Send the qualified lead summary to your specified recipient.

1. Add Dispatch Gmail Notice after Evaluate Lead Profile.
2. Set Send To to ={{ $('Assign Recipient Email').item.json.toEmail }}.
3. Set Subject to New form submission.
4. Set Email Type to text.
5. Set Message to ={{ $json.text }}.
6. Credential Required: Connect your gmailOAuth2 credentials in Dispatch Gmail Notice.

Step 5: Test and Activate Your Workflow

Validate the end-to-end flow and activate it for production use.

1. Click Execute Workflow and submit a test entry to the Tally form connected to Tally Submission Hook.
2. Confirm that Assign Recipient Email outputs the correct toEmail value.
3. Verify that Evaluate Lead Profile produces a structured summary in its output text field.
4. Check that Dispatch Gmail Notice sends an email with the summary to the configured recipient.
5. Toggle the workflow to Active once tests pass to enable live processing.