Automation library · Lead generation

Qualify real estate leads with SMS and OpenAI

Started by someone submitting a form, and works across Google Sheets, Postgres and Twilio. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 18 steps, 1 branch, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

18 stepsMedium: a working afternoon
1Branch: places the flow splits
2Loops or waits
3Services it connects to

The flow

Starts it 2Model 6Logic 4Service 6

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

  1. 1On form submissionForm triggerStarts it
  2. 2Postgres Chat MemoryMemory Postgres ChatModel
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4OpenAI Chat Model2Lm Chat Open AiModel
  5. 5Structured Output Parser1Output Parser StructuredModel
  6. 6Wait for Text ResponseTwilio triggerStarts it
  7. 7Wait 5 SecondsWaitLogic
  8. 8Real Estate QualifierAgentModel
  9. 9Summarize TranscriptAgentModel
  10. 10WaitWaitLogic
  11. 11Initial Text MessageTwilioService
  12. 12Check if Conversation CompletedIfLogic
  13. 13Store results in google Google SheetsService
  14. 14Query Supabase for conversation historyPostgresService
  15. 15Thank Your TextTwilioService
  16. 16Response Text from AgentTwilioService
  17. 17Send Lead to ownerTwilioService
  18. 18Combine RowsAggregateLogic

How it's built

Starts on
Someone submitting a form
Steps
18, with 1 branch, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Google Sheets, Postgres, Twilio
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 Google Sheets, Postgres and Twilio accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

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. 18 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 18 steps before you point it at anything that matters.