Automation library · Money admin

Automated multi-platform sales agent with RAG and CRM

Started by an incoming WhatsApp message, and works across Google Calendar, Postgres and WhatsApp. It puts Gemini and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 77 steps, 4 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: Gemini, OpenAIRetrieval

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77 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 10Model 20Logic 8Service 22

The steps in the order they run, from what starts it. The first 60 of 77.

  1. 1Calendar AgentTool WorkflowModel
  2. 2CRM AgentTool WorkflowModel
  3. 3Postgres Chat MemoryMemory Postgres ChatModel
  4. 4WhatsAppWhats App triggerStarts it
  5. 5When chat message receivedChat triggerStarts it
  6. 6Google Gemini Chat ModelLm Chat Google GeminiModel
  7. 7Google Gemini Chat Model1Lm Chat Google GeminiModel
  8. 8Embeddings Google Gemini1Embeddings Google GeminiModel
  9. 9Simple MemoryMemory Buffer WindowModel
  10. 10Create ChargeStripe ToolService
  11. 11Create Discount CouponStripe ToolService
  12. 12Get Customer CardStripe ToolService
  13. 13Get CustomerStripe ToolService
  14. 14Create CustomerStripe ToolService
  15. 15Update CustomerStripe ToolService
  16. 16Delete CustomerStripe ToolService
  17. 17Google Gemini Chat Model4Lm Chat Google GeminiModel
  18. 18Billing AgentTool WorkflowModel
  19. 19Facebook TriggerWebhookStarts it
  20. 20Instagram TriggerWebhookStarts it
  21. 21GeminiLm Chat Google GeminiModel
  22. 22Contact FormForm triggerStarts it
  23. 23When Executed by Another WorkflowExecute Workflow triggerStarts it
  24. 24Window Buffer MemoryMemory Buffer WindowModel
  25. 25Create Event with AttendeeGoogle Calendar ToolService
  26. 26Create EventGoogle Calendar ToolService
  27. 27Get EventsGoogle Calendar ToolService
  28. 28Delete EventGoogle Calendar ToolService
  29. 29Update EventGoogle Calendar ToolService
  30. 30Google Gemini Chat Model2Lm Chat Google GeminiModel
  31. 31Create OpportunityPostgres ToolService
  32. 32List RecordsPostgres ToolService
  33. 33Update ContactPostgres ToolService
  34. 34Delete ContactPostgres ToolService
  35. 35Delete OpportunityPostgres ToolService
  36. 36Update OpportunityPostgres ToolService
  37. 37Google Gemini Chat Model3Lm Chat Google GeminiModel
  38. 38Create ContactPostgres ToolService
  39. 39AI AgentAgentModel
  40. 40Get LeadPostgresService
  41. 41Edit Fields - chatSetLogic
  42. 42technical_and_sales_knowledgeTool Vector StoreModel
  43. 43Postgres PGVector StoreVector Store PGVectorModel
  44. 44Billing Agent1AgentModel
  45. 45Respond to Webhook - facebook postRespond To WebhookStarts it
  46. 46Respond to Webhook - facebook getRespond To WebhookStarts it
  47. 47Respond to Webhook - instagram postRespond To WebhookStarts it
  48. 48Respond to Webhook - instagram getRespond To WebhookStarts it
  49. 49Personalised First MessageAgentModel
  50. 50Create Contact1PostgresService
  51. 51CRM Agent2AgentModel
  52. 52Calendar Agent1AgentModel
  53. 53Switch1SwitchLogic
  54. 54Handle Message TypesSwitchLogic
  55. 55No Operation, do nothingNo OpLogic
  56. 56Response1SetLogic
  57. 57Try Again2SetLogic
  58. 58If is not echo - facebookIfLogic
  59. 59If is not echo - instagramIfLogic
  60. 60Send First MessageWhats AppService

How it's built

Starts on
An incoming WhatsApp message
Steps
77, with 4 branches
Size
Large: read it before trusting it with anything live
Connects to
Google Calendar, Postgres, WhatsApp
Model
Gemini, OpenAI
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 Google Calendar, Postgres and WhatsApp accounts, and a key for Gemini and OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an incoming WhatsApp message.

Does it use AI?

Yes. It calls Gemini and OpenAI. 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?

Take your time. At 77 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 77 steps before you point it at anything that matters.