Automation library · Lead generation

Capture, qualify, and route real estate leads with WhatsApp

Started by an incoming WhatsApp message, and works across Airtable, Gmail, Slack and WhatsApp. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 37 steps, 3 branches: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

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

The flow

Starts it 3Model 8Logic 16Service 10

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

  1. 1Weekly Report ScheduleSchedule triggerStarts it
  2. 2Typeform TriggerTypeform triggerStarts it
  3. 3WhatsApp TriggerWhats App triggerStarts it
  4. 4OpenAI Chat Model2Lm Chat Open AiModel
  5. 5OpenAI Chat ModelLm Chat Open AiModel
  6. 6Simple MemoryMemory Buffer WindowModel
  7. 7Structured Output ParserOutput Parser StructuredModel
  8. 8Get RecordsAirtableService
  9. 9Get Duplicates RecordsAirtableService
  10. 10Normalize Form LeadsSetLogic
  11. 11WhatsApp Texts OnlySwitchLogic
  12. 12Basic LLM ChainChain LlmModel
  13. 13Info Completeness CheckChain LlmModel
  14. 14Extract Lead InfoChain LlmModel
  15. 15Lead Collection AgentAgentModel
  16. 16Weekly FetchCodeLogic
  17. 177-Day Duplicate CountCodeLogic
  18. 18Combine All Lead SourcesMergeLogic
  19. 19No Operation, do nothingNo OpLogic
  20. 20Create A RecordAirtableService
  21. 21Are All Info Complete?IfLogic
  22. 22Normalize WhatsApp LeadsSetLogic
  23. 23Send messageWhats AppService
  24. 24Aggregate Report DataAggregateLogic
  25. 25Combine both duplicate and non-duplicate recordsMergeLogic
  26. 26Remove Duplicate LeadsRemove DuplicatesLogic
  27. 27Send a messageGmailService
  28. 28Notify Agent via SlackSlackService
  29. 29No Operation, do nothing1No OpLogic
  30. 30Format Weekly ReportSetLogic
  31. 31Check for Duplicates in CRMCompare DatasetsService
  32. 32Search recordsAirtableService
  33. 33Send Weekly ReportGmailService
  34. 34Route by Location/Property Type1SwitchLogic
  35. 35Create Duplicate recordAirtableService
  36. 36Round-Robin Agent Assignment1CodeLogic
  37. 37AggregateAggregateLogic

How it's built

Starts on
An incoming WhatsApp message
Steps
37, with 3 branches
Size
Large: read it before trusting it with anything live
Connects to
Airtable, Gmail, Slack, WhatsApp
Model
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 Airtable, Gmail, Slack and WhatsApp accounts, and a key for 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 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 37 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 37 steps before you point it at anything that matters.