Automation library · Lead generation

Intelligent Lead Response and Engagement Automation

Started by a clock, and works across Gmail, Google Calendar, Google Sheets and Slack. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 20 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

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20 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 2Model 5Logic 5Service 8

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

  1. 1New Lead Email ReceivedGmail triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Gmail Send ToolGmail ToolService
  4. 4Google Calendar ToolGoogle Calendar ToolService
  5. 5Google Sheets ToolGoogle Sheets ToolService
  6. 6Daily Follow-Up CheckSchedule triggerStarts it
  7. 7OpenAI Chat Model for Follow-UpsLm Chat Open AiModel
  8. 8Postgres Chat MemoryMemory Postgres ChatModel
  9. 9Workflow ConfigurationSetLogic
  10. 10AI Response GeneratorAgentModel
  11. 11AI Follow-Up GeneratorAgentModel
  12. 12Get Leads Needing Follow-UpGoogle SheetsService
  13. 13Extract Lead InformationSetLogic
  14. 14Update Lead StatusGoogle SheetsService
  15. 15Check Follow-Up NeededIfLogic
  16. 16Prepare Daily SummaryCodeLogic
  17. 17Check if Email Already ExistsGoogle SheetsService
  18. 18Send Daily Summary to SlackSlackService
  19. 19Is New Lead?IfLogic
  20. 20Log Lead to DatabaseGoogle SheetsService

How it's built

Starts on
A clock
Steps
20, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Calendar, Google Sheets, Slack
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 Gmail, Google Calendar, 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 a clock.

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?

Plan an afternoon. 20 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 20 steps before you point it at anything that matters.