Automation library · CRM

AI-powered sales assistant with Airtable CRM and Gmail

Started by an arriving email, and works across Airtable, Gmail and Google Docs. It hands the judgement calls to OpenAI. 34 steps, 4 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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34 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 10Logic 5Service 17

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

  1. 1Airtable TriggerAirtable triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3GmailGmail ToolService
  4. 4Gmail TriggerGmail triggerStarts it
  5. 5OpenAI Chat Model1Lm Chat Open AiModel
  6. 6OpenAI Chat Model2Lm Chat Open AiModel
  7. 7Airtable1Airtable ToolService
  8. 8Airtable2Airtable ToolService
  9. 9Structured Output ParserOutput Parser StructuredModel
  10. 10Structured Output Parser1Output Parser StructuredModel
  11. 11OpenAI Chat Model3Lm Chat Open AiModel
  12. 12Google Docs6Google Docs ToolService
  13. 13SwitchSwitchLogic
  14. 14AI AgentAgentModel
  15. 15Switch2SwitchLogic
  16. 16Add lead to CRMAgentModel
  17. 17Lead summary AgentAgentModel
  18. 18AI Agent1AgentModel
  19. 19Google DocsGoogle DocsService
  20. 20Google Docs1Google DocsService
  21. 21Google Docs2Google DocsService
  22. 22Google Docs3Google DocsService
  23. 23Google Docs4Google DocsService
  24. 24Google Docs5Google DocsService
  25. 25Airtable3AirtableService
  26. 26Find website URLHttp RequestService
  27. 27AirtableAirtableService
  28. 28Gmail2GmailService
  29. 29IfIfLogic
  30. 30Scrape website URLHttp RequestService
  31. 31Switch1SwitchLogic
  32. 32MarkdownMarkdownLogic
  33. 33Gmail1GmailService
  34. 34Find Linkedin URLHttp RequestService

How it's built

Starts on
An arriving email
Steps
34, with 4 branches
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Gmail, Google Docs
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an arriving email.

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?

Take your time. At 34 steps it is large: read it before trusting it with anything live.

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 34 steps before you point it at anything that matters.