# Triage real estate leads on WhatsApp, Messenger and Instagram: n8n workflow

> 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...

Source: https://millionrounds.com/workflow/triage-real-estate-leads-on-whatsapp-messenger-and-instagram (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# 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.

Medium Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Ftriage-real-estate-leads-on-whatsapp-messenger-and-instagram)

**16 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 3 Model 3 Logic 6 Service 4

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

- 1 **WhatsApp Trigger** Whats App trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Per-Sender Memory** Memory Buffer Window *Model*
- 4 **Messenger Webhook** Webhook *Starts it*
- 5 **Instagram Webhook** Webhook *Starts it*
- 6 **Normalize WhatsApp** Set *Logic*
- 7 **Real Estate AI Agent** Agent *Model*
- 8 **Normalize Messenger** Set *Logic*
- 9 **Normalize Instagram** Set *Logic*
- 10 **Normalize Channel** Set *Logic*
- 11 **Route to Channel** Switch *Logic*
- 12 **Get Properties** Data Table *Service*
- 13 **Send WhatsApp Reply** Whats App *Service*
- 14 **Send Messenger Reply** Http Request *Service*
- 15 **Send Instagram Reply** Http Request *Service*
- 16 **Build Agent Input** Code *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Ftriage-real-estate-leads-on-whatsapp-messenger-and-instagram)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[WhatsApp](https://millionrounds.com/workflows?service=WhatsApp#library)[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI-powered multi-channel lead outreach with JotForm and Gemini** 16 steps · calls a model · Gmail, n8n data table](https://millionrounds.com/workflow/ai-powered-multi-channel-lead-outreach-with-jotform-and-gemi)
- [**Audit prospect websites and generate HTML SEO reports** 16 steps · calls a model · n8n data table](https://millionrounds.com/workflow/audit-prospect-websites-and-generate-html-seo-reports)
- [**Write personalized cold emails from LinkedIn leads with Wiza** 16 steps · calls a model · Gmail, n8n data table](https://millionrounds.com/workflow/write-personalized-cold-emails-from-linkedin-leads-with-wiza)
- [**Create an AI-powered Telegram customer support bot** 15 steps · calls a model · Telegram, n8n data table](https://millionrounds.com/workflow/create-an-ai-powered-telegram-customer-support-bot)
- [**Draft cold email templates from Google Sheets with OpenAI** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/draft-cold-email-templates-from-google-sheets-with-openai)
- [**Generate personalized sales outreach with OpenAI and Email** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-personalized-sales-outreach-with-openai-and-email)