Aiva B2B Articial Inteligence Agent -

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Workflows and Automations

Out of the box with many Agent Tools.

-or-

We can build from the ground up...

Customized Assistant the Agent to do your required task.

Great for Tour Leaders and Group Organizers

Example of a Workflow containing 8 automations might be:

🌴 Scenario: Lead Scorer for

a Destination Manager.

💡 Context

A Destination Manager works for a travel company

and promotes a specific destination (e.g., Bali, Maldives, Santorini).

They receive hundreds of inquiries from travel agencies, corporate clients,

and individuals wanting to book group trips, weddings, retreats, etc

*note while you can assign only a Mathmatical numbers out the box in HighLevel leads already,

but when you add the enrichment to leads with n8n, Your focus and number of closed deals will increase.

The Destination Manager wants to focus time and effort on the most promising leads — for example:

Clients interested in high-value luxury packages

Large groups (e.g., 30+ people)

Inquiries with flexible travel dates

Clients with a higher budget

Manually checking each lead email or form submission is time-consuming and inefficient.

🌟 Benefits for the Destination Manager

✅ Saves hours of manual review.
✅ Ensures that high-value clients are contacted first.
✅ Improves conversion rate (more bookings!).
✅ Provides data to the marketing team on what kind of leads come in.

The Challenge

When a new lead comes in (e.g., via website form or email),

n8n automatically:
1️⃣ Extracts the data (destination, group size, budget, travel dates).
2️⃣ Assigns a score based on rules — for example:

+30 points if group size > 30

+20 points if budget > $5,000

+15 points if interested in luxury accommodation

+10 points if travel dates are flexible
3️⃣ Adds up the score to decide priority:

High Priority: score ≥ 60

Medium Priority: score 30–59

Low Priority: score < 30
4️⃣ Sends a notification or automatically tags/updates in the CRM (e.g., HubSpot, Pipedrive).
5️⃣ Optionally, send an automated email reply to high-priority leads, offering a special call or VIP package.

💬 Example in Action

A lead submits a form:

Group of 50 people

Budget: $30,000

Luxury beachfront villa

Flexible dates

The system automatically scores:

Group size → +30

Budget → +20

Luxury → +15

Flexible dates → +10

Total Score: 75 → High Priority!

A Lead Tag in HighLevel is logged and a new contact and

Funnel with scores are created in GHL

An email is sent to the sales by Slack team:

"🔥 New high-priority lead!

Group of 50 looking for a luxury villa in Bali. Estimated budget: $30,000."