Automation library · Chat assistants

Intake Architect - Multi-Channel Professional Services Client

Started by another system calling it, and works across Gmail, Google Sheets and Slack. It hands the judgement calls to OpenAI. 31 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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31 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 4Model 8Logic 11Service 8

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

  1. 1Webhook Web FormWebhookStarts it
  2. 2Webhook PhoneWebhookStarts it
  3. 3Webhook ReferralWebhookStarts it
  4. 4Webhook WhatsAppWebhookStarts it
  5. 5OpenAI Classifier ModelLm Chat Open AiModel
  6. 6OpenAI A-Response ModelLm Chat Open AiModel
  7. 7OpenAI B-Response ModelLm Chat Open AiModel
  8. 8OpenAI C-Response ModelLm Chat Open AiModel
  9. 9Merge All ChannelsMergeLogic
  10. 10AI Intake ClassifierAgentModel
  11. 11AI Draft A-ResponseAgentModel
  12. 12AI Draft B-ResponseAgentModel
  13. 13AI Draft C-ResponseAgentModel
  14. 14Add Metadata & ConfigSetLogic
  15. 15Parse ClassificationCodeLogic
  16. 16Parse A-ResponseCodeLogic
  17. 17Parse B-ResponseCodeLogic
  18. 18Parse C-ResponseCodeLogic
  19. 19Read Existing ClientsGoogle SheetsService
  20. 20Gmail A-Tier SendGmailService
  21. 21Gmail B-Tier SendGmailService
  22. 22Gmail C-Tier SendGmailService
  23. 23Conflict CheckCodeLogic
  24. 24Merge All TiersMergeLogic
  25. 25Lead ScoringCodeLogic
  26. 26Prepare Pipeline RowCodeLogic
  27. 27Switch by TierSwitchLogic
  28. 28Sheets Log IntakeGoogle SheetsService
  29. 29Slack A-Tier UrgentSlackService
  30. 30Slack B-Tier NotifySlackService
  31. 31Slack Conflict AlertSlackService

How it's built

Starts on
Another system calling it
Steps
31, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Sheets, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

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 31 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 31 steps before you point it at anything that matters.