Automation library · Lead generation

Analyze sales calls & route leads with OpenAI and Airtable

Started by an event in a connected app, and works across Airtable, Gmail, Google Drive, Slack and one other. It hands the judgement calls to OpenAI. 17 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Model 2Logic 4Service 10

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

  1. 1On new sales call uploadGoogle Drive triggerStarts it
  2. 2Download fileGoogle DriveService
  3. 3Transcribe a recordingOpen AiModel
  4. 4Message a modelOpen AiModel
  5. 5IfIfLogic
  6. 6LLM ErrorSlackService
  7. 7Create hot leadAirtableService
  8. 8"Downsell" prospectGmailService
  9. 9Create high priority cardTrelloService
  10. 10Create warm leadAirtableService
  11. 11Error in sending mailSlackService
  12. 12Notify Slack channelSlackService
  13. 13Create low priority cardTrelloService
  14. 14Set Hot StatusSetLogic
  15. 15Set Warm StatusSetLogic
  16. 16AggregateAggregateLogic
  17. 17Log in DBAirtableService

How it's built

Starts on
An event in a connected app
Steps
17, with 1 branch
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Google Drive, Slack, Trello
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

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. 17 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 17 steps before you point it at anything that matters.