# AI sales assistant with OpenAI and Claude: n8n workflow

> Started by someone opening a chat with it, and works across Gmail, Google Calendar and Google Sheets.

Source: https://millionrounds.com/workflow/ai-sales-assistant-with-openai-and-claude (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# AI sales assistant with OpenAI and Claude

Started by someone opening a chat with it, and works across Gmail, Google Calendar and Google Sheets. It puts OpenRouter behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 14 steps: a working afternoon to understand properly.

Medium Calls a model: OpenRouter Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-sales-assistant-with-openai-and-claude)

**14 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 6 Logic 1 Service 6

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

- 1 **When chat message received** Chat trigger *Starts it*
- 2 **Google Calendar1** Google Calendar Tool *Service*
- 3 **Send a message in Gmail** Gmail Tool *Service*
- 4 **Simple Memory2** Memory Buffer Window *Model*
- 5 **Get a document in Google Docs** Google Docs Tool *Service*
- 6 **Append or update row in sheet in Google Sheets** Google Sheets Tool *Service*
- 7 **Get booked Appointments from Google Calendar** Google Calendar Tool *Service*
- 8 **OpenRouter Chat Model4** Lm Chat Open Router *Model*
- 9 **Checking History** Google Sheets Tool *Service*
- 10 **Simple Memory** Memory Buffer Window *Model*
- 11 **OpenRouter Chat Model** Lm Chat Open Router *Model*
- 12 **AI Agent** Agent *Model*
- 13 **Check Calander & Book Meeting and send email** Agent Tool *Model*
- 14 **Code** Code *Logic*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 14
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Calendar, Google Sheets
- **Model:** OpenRouter
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

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

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenRouter. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-sales-assistant-with-openai-and-claude)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI multi-channel lead alerts with ManyReach and Sheets** 14 steps · calls a model · Google Sheets, HubSpot](https://millionrounds.com/workflow/ai-multi-channel-lead-alerts-with-manyreach-and-sheets)
- [**Automate HubSpot lead status update with OpenAI and Gmail** 14 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/automate-hubspot-lead-status-update-with-openai-and-gmail)
- [**Automate business card management with LINE and Google Sheets** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-business-card-management-with-line-and-google-sheet)
- [**Automate email tracking & generate pixel for lead nurturing** 14 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-email-tracking-and-generate-pixel-for-lead-nurturin)
- [**Automate hyper-personalized outreach at scale with Bright Data** 14 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automate-hyper-personalized-outreach-at-scale-with-bright-da)
- [**Automate lead qualification with RetellAI Phone Agent** 14 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-lead-qualification-with-retellai-phone-agent)