Automation library · Lead generation

Triage real estate leads on WhatsApp, Messenger and Instagram

Started by an incoming WhatsApp message, and works across WhatsApp and n8n data table. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 16 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

16 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 3Model 3Logic 6Service 4

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

  1. 1WhatsApp TriggerWhats App triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Per-Sender MemoryMemory Buffer WindowModel
  4. 4Messenger WebhookWebhookStarts it
  5. 5Instagram WebhookWebhookStarts it
  6. 6Normalize WhatsAppSetLogic
  7. 7Real Estate AI AgentAgentModel
  8. 8Normalize MessengerSetLogic
  9. 9Normalize InstagramSetLogic
  10. 10Normalize ChannelSetLogic
  11. 11Route to ChannelSwitchLogic
  12. 12Get PropertiesData TableService
  13. 13Send WhatsApp ReplyWhats AppService
  14. 14Send Messenger ReplyHttp RequestService
  15. 15Send Instagram ReplyHttp RequestService
  16. 16Build Agent InputCodeLogic

How it's built

Starts on
An incoming WhatsApp message
Steps
16, with 1 branch
Size
Medium: a working afternoon
Connects to
WhatsApp, n8n data table
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 WhatsApp account, 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?

Plan an afternoon. 16 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 16 steps before you point it at anything that matters.