Automation library · Lead generation

AI-driven lead management and inquiry automation with ERPNext

Started by another system calling it, and works across Google Sheets and Outlook. It hands the judgement calls to OpenAI. 16 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 2Logic 7Service 6

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2AbbriviationsGoogle Sheets ToolService
  3. 3Company ProfileGoogle Docs ToolService
  4. 4Company PoliciesGoogle Docs ToolService
  5. 5Company Contact DatabaseGoogle Sheets ToolService
  6. 6WebhookWebhookStarts it
  7. 7Customer Lead AI AgentAgentModel
  8. 8Source Website and Status OpenIfLogic
  9. 9Inquiry is Valid?IfLogic
  10. 10Lead BodySetLogic
  11. 11Fields for OutlookCodeLogic
  12. 12Get Lead Data from ERPNextHttp RequestService
  13. 13Email Body Text Generated by AISetLogic
  14. 14Inquiry has NotesIfLogic
  15. 15Email Body for OutlookCodeLogic
  16. 16Microsoft OutlookMicrosoft OutlookService

How it's built

Starts on
Another system calling it
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
Google Sheets, Outlook
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets and Outlook accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.