{ "id": "v8zOj5dLpd1qdwTh", "name": "Lead intake, qualification and follow-up system", "tags": [], "nodes": [ { "id": "6d51b2a6-28ab-416b-b489-dfbccb3a002c", "name": "Webhook", "type": "n8n-nodes-base.webhook", "position": [ 960, 640 ], "parameters": { "path": "=LEAD_INTAKE_WEBHOOK_ID", "options": { "allowedOrigins": "*", "responseHeaders": { "entries": [ { "name": "Content-Type", "value": "application/json" } ] } }, "httpMethod": "POST", "responseMode": "responseNode" }, "typeVersion": 2.1 }, { "id": "3288c234-0c1b-42fe-8025-8d38f2858963", "name": "Validate & Clean Data", "type": "n8n-nodes-base.code", "position": [ 1184, 640 ], "parameters": { "jsCode": "// Fixed Tally webhook validation using actual structure\nconst webhookData = $input.first().json;\n\nconsole.log(\"=== PROCESSING TALLY WEBHOOK ===\");\n\nlet leadData = {};\n\ntry {\n // Access fields from the correct location: body.data.fields\n const fields = webhookData.body?.data?.fields;\n \n if (!fields || !Array.isArray(fields)) {\n throw new Error(\"No fields array found in webhook.body.data.fields\");\n }\n \n console.log(\"Processing\", fields.length, \"fields from Tally\");\n \n // Process each field\n fields.forEach((field, index) => {\n console.log(`Field ${index}: \"${field.label}\" (${field.type})`);\n \n switch(field.label) {\n case 'Name':\n leadData.name = field.value;\n console.log(`\u2713 Name: ${field.value}`);\n break;\n \n case 'Email':\n leadData.email = field.value;\n console.log(`\u2713 Email: ${field.value}`);\n break;\n \n case 'Phone Number':\n leadData.phone = field.value;\n console.log(`\u2713 Phone: ${field.value}`);\n break;\n \n case 'Company Name':\n leadData.company = field.value;\n console.log(`\u2713 Company: ${field.value}`);\n break;\n \n case 'Message':\n leadData.message = field.value;\n console.log(`\u2713 Message: ${field.value}`);\n break;\n \n case 'Company Size':\n // For dropdown fields, map the selected ID to text using options\n if (field.type === 'DROPDOWN' && field.options && field.value) {\n const selectedId = Array.isArray(field.value) ? field.value[0] : field.value;\n const selectedOption = field.options.find(opt => opt.id === selectedId);\n leadData.company_size = selectedOption ? selectedOption.text : 'Not specified';\n console.log(`\u2713 Company Size: ${selectedId} \u2192 ${leadData.company_size}`);\n } else {\n leadData.company_size = field.value || 'Not specified';\n }\n break;\n \n case 'When do you need a solution?':\n if (field.type === 'DROPDOWN' && field.options && field.value) {\n const selectedId = Array.isArray(field.value) ? field.value[0] : field.value;\n const selectedOption = field.options.find(opt => opt.id === selectedId);\n leadData.timeline = selectedOption ? selectedOption.text : 'Not specified';\n console.log(`\u2713 Timeline: ${selectedId} \u2192 ${leadData.timeline}`);\n } else {\n leadData.timeline = field.value || 'Not specified';\n }\n break;\n \n case \"What's your role in the company?\":\n if (field.type === 'DROPDOWN' && field.options && field.value) {\n const selectedId = Array.isArray(field.value) ? field.value[0] : field.value;\n const selectedOption = field.options.find(opt => opt.id === selectedId);\n leadData.role = selectedOption ? selectedOption.text : 'Not specified';\n console.log(`\u2713 Role: ${selectedId} \u2192 ${leadData.role}`);\n } else {\n leadData.role = field.value || 'Not specified';\n }\n break;\n \n default:\n console.log(`\u26a0\ufe0f Unmapped field: \"${field.label}\"`);\n }\n });\n \n console.log(\"Final extracted data:\", leadData);\n \n} catch (error) {\n console.log(\"\u274c ERROR:\", error.message);\n return [{\n json: {\n status: \"error\",\n errors: [`Processing failed: ${error.message}`],\n debug: {\n webhookStructure: typeof webhookData,\n hasBody: !!webhookData.body,\n hasBodyData: !!(webhookData.body && webhookData.body.data),\n hasFields: !!(webhookData.body && webhookData.body.data && webhookData.body.data.fields)\n }\n }\n }];\n}\n\n// Validation\nconst errors = [];\nif (!leadData.name || leadData.name.trim() === '') {\n errors.push(\"Name is required\");\n}\nif (!leadData.email || !leadData.email.includes('@')) {\n errors.push(\"Valid email is required\");\n}\nif (!leadData.phone || leadData.phone.trim() === '') {\n errors.push(\"Phone is required\");\n}\n\nif (errors.length > 0) {\n console.log(\"\u274c Validation failed:\", errors);\n return [{\n json: {\n status: \"error\",\n errors: errors,\n debug: { extractedData: leadData }\n }\n }];\n}\n\n// Create final structured lead object\nconst cleanedData = {\n name: leadData.name.trim(),\n email: leadData.email.toLowerCase().trim(),\n phone: leadData.phone.replace(/[^\\d+]/g, ''),\n company: leadData.company?.trim() || \"\",\n message: leadData.message?.trim() || \"\",\n company_size: leadData.company_size,\n timeline: leadData.timeline,\n role: leadData.role,\n timestamp: new Date().toISOString(),\n leadId: `lead_${Date.now()}_${Math.random().toString(36).substr(2, 9)}`\n};\n\nconsole.log(\"\u2705 SUCCESS - Final lead data:\");\nconsole.log(` Company Size: ${cleanedData.company_size}`);\nconsole.log(` Timeline: ${cleanedData.timeline}`);\nconsole.log(` Role: ${cleanedData.role}`);\n\nreturn [{\n json: {\n status: \"success\",\n lead: cleanedData\n }\n}];" }, "typeVersion": 2 }, { "id": "31df8d4b-9c41-4d90-8734-bb12512539a4", "name": "Check Validation Status", "type": "n8n-nodes-base.if", "position": [ 1760, 640 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "9b310b34-90c0-4f6c-84c5-c28413168ef5", "operator": { "name": "filter.operator.equals", "type": "string", "operation": "equals" }, "leftValue": "={{ $('Validate & Clean Data').item.json.status }}", "rightValue": "success" } ] } }, "typeVersion": 2.2 }, { "id": "10d016e3-2314-4c8c-a839-9dde3d2e6d84", "name": "Create a record", "type": "n8n-nodes-base.airtable", "position": [ 1984, 544 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX", "cachedResultName": "Your Lead Base" }, "table": { "__rl": true, "mode": "list", "value": "tblXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX/tblXXXXXXXXXXXXXX", "cachedResultName": "Leads" }, "columns": { "value": { "Name": "={{ $('Validate & Clean Data').item.json.lead.name }}", "Email": "={{ $('Validate & Clean Data').item.json.lead.email }}", "Phone": "={{ $('Validate & Clean Data').item.json.lead.phone }}", "Status": "New", "Company": "={{ $('Validate & Clean Data').item.json.lead.company }}", "Message": "={{ $('Validate & Clean Data').item.json.lead.message }}", "Lead Score": "={{ $('AI Lead Qualification').item.json.message.content.score }}", "Company Size": "={{ $('Validate & Clean Data').item.json.lead.company_size }}", "When do you need a solution?": "={{ $('Validate & Clean Data').item.json.lead.timeline }}", "What's your role in the company?": "={{ $('Validate & Clean Data').item.json.lead.role }}" }, "schema": [ { "id": "Name", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Company", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Size", "type": "options", "display": true, "options": [ { "name": "1-10 people", "value": "1-10 people" }, { "name": "11-50 people", "value": "11-50 people" }, { "name": "51-200 people", "value": "51-200 people" }, { "name": "201+ people", "value": "201+ people" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Company Size", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "When do you need a solution?", "type": "options", "display": true, "options": [ { "name": "Immediately (within 2 weeks)", "value": "Immediately (within 2 weeks)" }, { "name": "Soon (1-3 months)", "value": "Soon (1-3 months)" }, { "name": "This year (3-12 months)", "value": "This year (3-12 months)" } ], "removed": false, "readOnly": false, "required": false, "displayName": "When do you need a solution?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "What's your role in the company?", "type": "options", "display": true, "options": [ { "name": "Owner/CEO/Founder", "value": "Owner/CEO/Founder" }, { "name": "Manager/Director", "value": "Manager/Director" }, { "name": "Employee/Team Member", "value": "Employee/Team Member" } ], "removed": false, "readOnly": false, "required": false, "displayName": "What's your role in the company?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Message", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Message", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Score", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Lead Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Qualified", "value": "Qualified" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Scheduled", "type": "options", "display": true, "options": [ { "name": "Yes", "value": "Yes" }, { "name": "No", "value": "No" }, { "name": "Pending", "value": "Pending" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Scheduled", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Date", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Notes", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Notes", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead ID", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Lead ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Record ID", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "Record ID", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "create" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "00266787-e974-4f60-a81a-d762a959fc13", "name": "Respond to Webhook", "type": "n8n-nodes-base.respondToWebhook", "position": [ 1984, 736 ], "parameters": { "options": {}, "respondWith": "json", "responseBody": "={\n \"success\": false,\n \"message\": \"Validation failed\",\n \"errors\": \"Invalid data provided\"\n}" }, "typeVersion": 1.4 }, { "id": "d71fa900-789d-40b3-b3fa-f8fc752ee2ed", "name": "AI Lead Qualification", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ 1408, 640 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "gpt-3.5-turbo", "cachedResultName": "GPT-3.5-TURBO" }, "options": {}, "messages": { "values": [ { "role": "system", "content": "=You are an expert B2B lead qualification specialist for AI automation services. You now have structured qualification data that is MORE RELIABLE than message analysis. Score leads 1-10 using this weighted scoring system:\n\n**PRIMARY SCORING FACTORS (70% of score):**\n\n**COMPANY SIZE SCORING:**\n- \"201+ people\" = 4 points (Enterprise - high budget, complex processes)\n- \"51-200 people\" = 3 points (Mid-market - growth stage, automation needs)\n- \"11-50 people\" = 2 points (SMB - emerging automation needs)\n- \"1-10 people\" = 1 point (Startup/small - limited budget)\n- Not specified = 0 points\n\n**TIMELINE SCORING:**\n- \"Immediately (within 2 weeks)\" = 3 points (Hot lead - urgent need)\n- \"Soon (1-3 months)\" = 2 points (Warm lead - active buying process)\n- \"This year (3-12 months)\" = 1 point (Planning phase)\n- \"Just exploring\" or not specified = 0 points\n\n**ROLE SCORING:**\n- \"Owner/CEO/Founder\" = 2 points (Decision maker)\n- \"Manager/Director\" = 1.5 points (Strong influence)\n- \"Employee/Team Member\" = 0.5 points (Limited authority)\n- Not specified = 0 points\n\n**SECONDARY FACTORS (30% of score):**\n- Professional email domain (+0.5 points)\n- Complete contact info (+0.5 points)\n- Detailed message with specific pain points (+1 point)\n- Business email vs personal (-0.5 for gmail/yahoo unless startup)\n\n**TOTAL SCORING SYSTEM:**\n- 8.5-10 points = SCORE 9-10 (HOT - Immediate call)\n- 6.5-8.4 points = SCORE 7-8 (WARM - Priority email + call within 24h)\n- 4.5-6.4 points = SCORE 5-6 (LUKEWARM - Nurture sequence)\n- Below 4.5 points = SCORE 1-4 (COLD - Minimal follow-up)\n\n**EXAMPLES:**\n- 201+ people + Immediately + Owner/CEO = 9 points = HOT LEAD\n- 51-200 people + Soon + Manager + good message = 7.5 points = WARM LEAD\n- 11-50 people + This year + Employee = 4 points = LUKEWARM\n- 1-10 people + Just exploring = 2 points = COLD\n\nIMPORTANT: Even if someone writes a brief message like 'Tell me more', if they selected '201+ people' + 'Immediately' + 'Owner/CEO', that's a 9-point HOT LEAD. The structured data is more reliable than message analysis.\n\nReturn JSON: {\"score\": X, \"priority\": \"hot/warm/lukewarm/cold\", \"reasoning\": \"specific point breakdown\", \"next_action\": \"immediate_call/priority_email/nurture_sequence/minimal_followup\", \"deal_size_estimate\": \"enterprise/mid-market/small/micro\"}" }, { "content": "=LEAD QUALIFICATION ANALYSIS\n\n**STRUCTURED DATA:**\n- Company Size: {{ $node['Validate & Clean Data'].json.lead.company_size }}\n- Timeline: {{ $node['Validate & Clean Data'].json.lead.timeline }}\n- Role: {{ $node['Validate & Clean Data'].json.lead.role }}\n\n**CONTACT DETAILS:**\n- Name: {{ $node['Validate & Clean Data'].json.lead.name }}\n- Email: {{ $node['Validate & Clean Data'].json.lead.email }}\n- Company: {{ $node['Validate & Clean Data'].json.lead.company }}\n- Phone: {{ $node['Validate & Clean Data'].json.lead.phone }}\n\n**MESSAGE:**\n{{ $node['Validate & Clean Data'].json.lead.message }}\n\n**SCORING INSTRUCTIONS:**\nUse the point system above. Calculate total points from company size + timeline + role + secondary factors, then map to 1-10 score. Provide detailed reasoning showing your point calculations." } ] }, "jsonOutput": true }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.8 }, { "id": "1c325fd0-be68-4a0c-b4dd-df0cdb4c9fa7", "name": "Check for Follow-Up Sequence", "type": "n8n-nodes-base.if", "position": [ 3248, 640 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "70420fe4-f926-4afd-9d95-bbaa859f2ff5", "operator": { "type": "number", "operation": "lte" }, "leftValue": "={{ $('AI Lead Qualification').item.json.message.content.score }}", "rightValue": 6 } ] } }, "typeVersion": 2.2 }, { "id": "6f7725c3-6fe5-41f8-b60a-29a7e465da4a", "name": "Send Nurture Email", "type": "n8n-nodes-base.sendGrid", "position": [ 3472, 640 ], "parameters": { "subject": "={{ $node[\"Validate & Clean Data\"].json.lead.name }}, here's how AI automation can help {{ $node[\"Validate & Clean Data\"].json.lead.company }}", "toEmail": "={{ $node[\"Validate & Clean Data\"].json.lead.email }}", "fromName": "Your Name - AI Automation", "resource": "mail", "fromEmail": "user@example.com", "contentType": "text/html", "contentValue": "=

Hi {{ $node[\"Validate & Clean Data\"].json.lead.name }},

Thanks for your interest in AI automation! I wanted to share some insights that might help {{ $node[\"Validate & Clean Data\"].json.lead.company }}.

Companies like yours typically see results in:

Free Resources:

I've prepared a case study showing how a similar company automated their lead process and increased conversion by 35%.

Would you like me to send it along or would you like a brief call to discuss your specific automation opportunities?

Best regards,
Abi

", "additionalFields": {} }, "credentials": { "sendGridApi": { "name": "" } }, "typeVersion": 1 }, { "id": "48cf115e-b84a-4b36-97fe-2235045e3c4e", "name": "Check for AI Calling", "type": "n8n-nodes-base.if", "position": [ 2208, 544 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "a468a91b-7678-4609-8546-6ec3741b5728", "operator": { "type": "number", "operation": "gte" }, "leftValue": "={{ $('AI Lead Qualification').item.json.message.content.score }}", "rightValue": 8 } ] } }, "typeVersion": 2.2 }, { "id": "9aafc4e1-88d5-4d2e-807b-e90fc8fcab2b", "name": "Trigger AI Phone Call", "type": "n8n-nodes-base.httpRequest", "position": [ 3248, 448 ], "parameters": { "url": "https://api.bland.ai/v1/calls", "method": "POST", "options": {}, "jsonBody": "= {\n \"phone_number\": \"{{ $node['Validate & Clean Data'].json.lead.phone }}\",\n \"task\": \"You are Sarah, an AI automation consultant. You are calling {{ $node['Validate & Clean Data'].json.lead.name }} from {{ $node['Validate & Clean Data'].json.lead.company }}. Start by saying: 'Hi, is this {{ $node['Validate & Clean Data'].json.lead.name }}?' Wait for confirmation. Then introduce yourself: 'Hi {{ $node['Validate & Clean Data'].json.lead.name }}, this is Sarah from [YOUR_COMPANY]. I'm calling about the AI automation inquiry you submitted for {{ $node['Validate & Clean Data'].json.lead.company }}. Do you have a quick minute to chat?' If they're available, ask: 'What prompted you to look into AI automation for your business?' Listen to their response, then ask about their current challenges. If they show genuine interest in learning more, say: 'I'd love to schedule a brief 15-minute consultation to discuss how we could help {{ $node['Validate & Clean Data'].json.lead.company }} specifically. {{ $node['Code in JavaScript'].json.availabilityDescription }}. What day and time would work best for you?' Once they give a preferred time, repeat it back: 'Perfect, so that's [repeat their preferred day and time]. I'll have someone send you the calendar invite for [repeat exact day/time]. Thanks so much for your time today!'\",\n \"voice\": \"maya\",\n \"max_duration\": 300,\n \"webhook\": \"https://YOUR-N8N-INSTANCE.com/webhook/CALL_OUTCOME_WEBHOOK_ID\",\n \"metadata\": {\n\"record_id\": \"{{ $node['Create a record'].json.id }}\",\n \"lead_name\": \"{{ $node['Validate & Clean Data'].json.lead.name }}\",\n \"lead_email\": \"{{ $node['Validate & Clean Data'].json.lead.email }}\",\n \"lead_id\": \"{{ $node['Validate & Clean Data'].json.lead.leadId }}\",\n \"lead_company\": \"{{ $node['Validate & Clean Data'].json.lead.company }}\",\n\"message\": \"{{ $node['Validate & Clean Data'].json.lead.message }}\"\n }\n }\n", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "Authorization", "value": "Bearer YOUR_TOKEN_HERE" } ] } }, "typeVersion": 4.2 }, { "id": "d508fb3f-5407-46d2-b402-f48207349a09", "name": "Send Priority Email", "type": "n8n-nodes-base.sendGrid", "position": [ 2432, 640 ], "parameters": { "subject": "=Hi {{ $node[\"Validate & Clean Data\"].json.lead.name }}, let's discuss your AI automation needs", "toEmail": "={{ $('Validate & Clean Data').item.json.lead.email }}", "fromName": "Your Name - AI Automation", "resource": "mail", "fromEmail": "user@example.com", "contentType": "text/html", "contentValue": "=

Hi {{ $node[\"Validate & Clean Data\"].json.lead.name }},

\n\n

Thanks for your interest in AI automation! Based on your message, I can see {{ $node[\"Validate & Clean Data\"].json.lead.company }} has strong automation potential.

\n\n

I wanted to reach out personally and I'd love to schedule a 15-minute call to discuss:

\n
    \n
  • Your specific automation challenges
    • \n
  • How AI can streamline your processes
    • \n
  • ROI potential for your business
    • \n
\n\n

When would be a good time this week?

\n\n

Best regards,
\nAbi
\nAI Automation Specialist

", "additionalFields": {} }, "credentials": { "sendGridApi": { "name": "" } }, "typeVersion": 1 }, { "id": "4b33e334-7e42-4c99-9026-899e8125f0f9", "name": "Call Outcome Webhook", "type": "n8n-nodes-base.webhook", "position": [ 960, 1408 ], "parameters": { "path": "CALL_OUTCOME_WEBHOOK_ID", "options": {}, "httpMethod": "POST", "responseMode": "responseNode" }, "typeVersion": 2.1 }, { "id": "40962417-a8de-49f4-bee7-29c33eb7a266", "name": "Get availability in a calendar", "type": "n8n-nodes-base.googleCalendar", "position": [ 2432, 448 ], "parameters": { "options": {}, "timeMax": "={{ $now.plus(7, 'day') }}", "calendar": { "__rl": true, "mode": "list", "value": "user@example.com", "cachedResultName": "user@example.com" }, "resource": "calendar" }, "credentials": { "googleCalendarOAuth2Api": { "name": "" } }, "typeVersion": 1.3 }, { "id": "843172bc-73f7-451d-ba31-796f7c7d99da", "name": "Code in JavaScript", "type": "n8n-nodes-base.code", "position": [ 3024, 448 ], "parameters": { "jsCode": "// Get calendar events - handle different data structures\nlet events = [];\nconst inputData = $input.all()[0];\n\n// Handle different possible data structures from Google Calendar\nif (inputData && inputData.json) {\n if (Array.isArray(inputData.json)) {\n events = inputData.json;\n } else if (inputData.json.items && Array.isArray(inputData.json.items)) {\n events = inputData.json.items;\n } else if (inputData.json.events && Array.isArray(inputData.json.events)) {\n events = inputData.json.events;\n }\n}\n\nconsole.log(\"Events data:\", events);\n\nconst now = new Date();\n\n// Your working hours\nconst workingHours = {\n start: 9, // 9 AM\n end: 17, // 5 PM\n days: [1, 2, 3, 4, 5], // Monday-Friday\n duration: 15 // 15-minute meetings\n};\n\n// Find all available days and general time ranges\nconst availableDays = [];\nconst specificSlots = [];\n\nfor (let day = 1; day <= 7; day++) {\n const checkDate = new Date(now.getTime() + day * 24 * 60 * 60 * 1000);\n \n if (workingHours.days.includes(checkDate.getDay())) {\n let dayHasAvailability = false;\n let availableHours = [];\n \n for (let hour = workingHours.start; hour < workingHours.end; hour++) {\n const slotTime = new Date(checkDate);\n slotTime.setHours(hour, 0, 0, 0);\n \n // Check if slot conflicts with existing events\n const hasConflict = events.length > 0 && events.some(event => {\n if (!event.start || !event.end) return false;\n const eventStart = new Date(event.start.dateTime || event.start.date);\n const eventEnd = new Date(event.end.dateTime || event.end.date);\n return slotTime >= eventStart && slotTime < eventEnd;\n });\n \n if (!hasConflict && slotTime > now) {\n dayHasAvailability = true;\n availableHours.push(hour);\n \n // Keep some specific slots for calendar booking later\n if (specificSlots.length < 5) {\n specificSlots.push(slotTime.toISOString());\n }\n }\n }\n \n if (dayHasAvailability) {\n const dayName = checkDate.toLocaleDateString('en-US', { weekday: 'long' });\n const formattedDate = checkDate.toLocaleDateString('en-US', { month: 'short', day: 'numeric' });\n \n // Create time ranges instead of specific times\n const timeRanges = [];\n if (availableHours.includes(9) || availableHours.includes(10) || availableHours.includes(11)) {\n timeRanges.push('morning (9am-12pm)');\n }\n if (availableHours.includes(13) || availableHours.includes(14) || availableHours.includes(15)) {\n timeRanges.push('afternoon (1pm-4pm)');\n }\n if (availableHours.includes(16)) {\n timeRanges.push('late afternoon (4pm-5pm)');\n }\n \n if (timeRanges.length > 0) {\n const dayDescription = dayName + ' ' + formattedDate + ' - ' + timeRanges.join(' or ');\n availableDays.push(dayDescription);\n }\n }\n }\n \n if (availableDays.length >= 4) break; // Limit to 4 days of availability\n}\n\n// Create flexible availability description\nconst availabilityDescription = availableDays.length > 0 \n ? 'I have good availability: ' + availableDays.join(', ')\n : 'I have flexibility this week between 9am-5pm Monday through Friday';\n\nreturn [{ \n json: {\n availabilityDescription: availabilityDescription, // For AI script\n availableDateTime: specificSlots[0], // First specific slot for calendar booking\n allAvailableSlots: specificSlots, // All specific slots available\n debug: { totalEvents: events.length, availableDays: availableDays.length }\n }\n}];" }, "typeVersion": 2 }, { "id": "71f8e9d7-72f7-4570-9058-8071839b89ab", "name": "Parse Call Outcome", "type": "n8n-nodes-base.code", "position": [ 1184, 1312 ], "parameters": { "jsCode": "/**\n * Parse Bland.ai webhook \u2192 normalize call outcome + surface Airtable record id\n * Works whether Bland posts `variables.metadata` or `metadata` at root.\n */\n\n//// 1) Load payload robustly\nconst fromWebhook = $items('Call Outcome Webhook', 0, 0)?.json;\nconst webhookData = (fromWebhook && Object.keys(fromWebhook).length)\n ? fromWebhook\n : ($input.first()?.json ?? {});\n\nif (!webhookData || Object.keys(webhookData).length === 0) {\n console.log('Parse Call Outcome: empty payload (no webhook item, no input). Skipping.');\n return $input.all().length ? $input.all() : [{ json: { skipped: true } }];\n}\n\nconst body = webhookData.body ?? webhookData;\n\n//// 2) Transcript (array or single field)\nlet transcriptText = '';\nif (Array.isArray(body.transcripts)) {\n transcriptText = body.transcripts\n .map(t => (t && t.text ? String(t.text) : ''))\n .filter(Boolean)\n .join(' ');\n} else if (body.transcript) {\n transcriptText = String(body.transcript);\n} else if (body.summary) {\n transcriptText = String(body.summary);\n}\n\n//// 3) Duration & disposition\nconst disposition = String(body.disposition_tag ?? '').toUpperCase();\nconst durationSec = Number(\n body.corrected_duration ??\n body.duration ??\n body.call_length ??\n webhookData.corrected_duration ??\n webhookData.duration ??\n webhookData.call_length ??\n 0\n);\n\n// \u201cConnected\u201d = actual human exchange: >5s OR any transcript captured\nconst connected = (durationSec > 5) || (transcriptText.trim().length > 0);\n\n//// 4) Lead basics\nconst vars = body.variables ?? {};\nconst meta = vars.metadata ?? body.metadata ?? {};\nconst leadData = {\n name: body.lead_name ?? meta.lead_name ?? webhookData.lead_name ?? 'Lead',\n email: body.lead_email ?? meta.lead_email ?? webhookData.lead_email ?? '',\n leadId: body.lead_id ?? meta.lead_id ?? webhookData.lead_id ?? '',\n company: body.lead_company ?? meta.lead_company ?? body.company ?? webhookData.lead_company ?? ''\n};\n\n// >>> 5) **Airtable Record ID** from metadata (this is what you\u2019ll match on later)\nconst recordId = meta.record_id || webhookData.record_id || '';\n\n//// 6) Interest heuristic\nconst tLower = transcriptText.toLowerCase();\nlet interested =\n ['yes','sure','schedule','book','sounds good',\"let's do\",'lets do','ok','okay','that works']\n .some(k => tLower.includes(k));\n\nif (!interested && ['CALL_BACK_SCHEDULED','MEETING_SCHEDULED','FOLLOW_UP'].includes(disposition)) {\n interested = true;\n}\n\n//// 7) Extract an agreed time phrase (very light NLP)\nlet agreedTime = null;\nlet agreedDateTime = null;\n\nconst ampm = '(?:am|a\\\\.m\\\\.|pm|p\\\\.m\\\\.)';\nconst patterns = [\n // friday at 11am\n new RegExp(`(?:monday|tuesday|wednesday|thursday|friday|saturday|sunday)\\\\s+at\\\\s+(\\\\d{1,2}(?::\\\\d{2})?\\\\s*${ampm})`, 'gi'),\n // 11am on friday\n new RegExp(`(\\\\d{1,2}(?::\\\\d{2})?\\\\s*${ampm})\\\\s+(?:on\\\\s+)?(?:monday|tuesday|wednesday|thursday|friday|saturday|sunday)`, 'gi'),\n // tomorrow at 3pm / next week at 2pm\n new RegExp(`(?:tomorrow|next\\\\s+\\\\w+)\\\\s+at\\\\s+(\\\\d{1,2}(?::\\\\d{2})?\\\\s*${ampm})`, 'gi'),\n // friday at eleven a.m.\n new RegExp(`(?:monday|tuesday|wednesday|thursday|friday|saturday|sunday)\\\\s+at\\\\s+([a-z\\\\-]+\\\\s*${ampm})`, 'gi')\n];\n\nfor (const rx of patterns) {\n const m = tLower.match(rx);\n if (m) { agreedTime = m[0]; break; }\n}\n\n//// 8) Coarse normalization to an ISO datetime (fallbacks if needed)\nif (agreedTime) {\n const now = new Date();\n const scheduled = new Date(now.getTime() + 24 * 60 * 60 * 1000); // default = tomorrow\n\n const norm = agreedTime.replace(/\\./g, ''); // normalize a.m./p.m. dots away\n const slots = [\n { key: /\\b10\\s?:?00?\\s?am\\b/, h: 10 },\n { key: /\\beleven\\s?am\\b|\\b11\\s?:?00?\\s?am\\b/, h: 11 },\n { key: /\\b2\\s?:?00?\\s?pm\\b|\\btwo\\s?pm\\b/, h: 14 },\n { key: /\\b3\\s?:?00?\\s?pm\\b|\\bthree\\s?pm\\b/, h: 15 },\n ];\n let setHour = false;\n for (const s of slots) {\n if (s.key.test(norm)) { scheduled.setHours(s.h, 0, 0, 0); setHour = true; break; }\n }\n if (!setHour) {\n if (/\\bpm\\b/.test(norm)) scheduled.setHours(14, 0, 0, 0);\n else scheduled.setHours(10, 0, 0, 0);\n }\n agreedDateTime = scheduled.toISOString();\n}\n\n//// 9) Return normalized payload (includes record_id)\nreturn [{\n json: {\n call_connected: connected,\n call_duration: durationSec || 0,\n lead_interested: interested,\n agreed_time_text: agreedTime,\n agreed_datetime: agreedDateTime,\n transcript: transcriptText,\n\n lead_name: leadData.name,\n lead_email: leadData.email,\n lead_id: leadData.leadId, // optional, unused if you only match by record id\n lead_company: leadData.company,\n\n record_id: recordId, // <<< use this in Airtable updates\n disposition_tag: disposition,\n webhook_data: webhookData\n }\n}];\n" }, "typeVersion": 2 }, { "id": "47073473-14ff-419b-a41d-6e892ed444ca", "name": "Check Call Success", "type": "n8n-nodes-base.if", "position": [ 1632, 1312 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "89d7bb5c-55a5-42a1-bfb7-bc9783256c0f", "operator": { "type": "boolean", "operation": "equals" }, "leftValue": "={{ $json.call_success }}", "rightValue": true } ] } }, "typeVersion": 2.2 }, { "id": "6c33f06d-642a-4302-966b-0d90272debfe", "name": "Create Calendar event", "type": "n8n-nodes-base.googleCalendar", "position": [ 2080, 1216 ], "parameters": { "end": "={{ $json.end_iso }}", "start": "={{ $json.start_iso }}", "calendar": { "__rl": true, "mode": "list", "value": "user@example.com", "cachedResultName": "user@example.com" }, "additionalFields": { "summary": "=AI Automation Consultation - {{ $('Call Outcome Webhook').item.json.lead_name || 'Lead' }}" } }, "credentials": { "googleCalendarOAuth2Api": { "name": "" } }, "typeVersion": 1.3 }, { "id": "810ec7c9-77d6-4452-8e90-dc9464a25ede", "name": "Add Successful Call Record", "type": "n8n-nodes-base.airtable", "position": [ 2304, 1216 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX", "cachedResultName": "Your Lead Base" }, "table": { "__rl": true, "mode": "list", "value": "tblXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX/tblXXXXXXXXXXXXXX", "cachedResultName": "Leads" }, "columns": { "value": { "Notes": "Call successful - Meeting scheduled for {{ $('Parse Call Outcome').item.json.agreed_time_text }}", "Status": "Contacted", "Message": "={{ $json.lead_message || $json.message_or_summary || '' }}\n", "Meeting Date": "={{\n (() => {\n const fromCal = $items('Create Calendar event', 0, 0).json.start?.dateTime;\n const fromParse = $('Parse Call Outcome').item.json.agreed_datetime;\n const d = fromCal || fromParse;\n return d ? new Date(d).toISOString().slice(0,10) : null; // YYYY-MM-DD\n })()\n}}\n", "Meeting Scheduled": "Yes" }, "schema": [ { "id": "id", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "id", "defaultMatch": true }, { "id": "Name", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Company", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Size", "type": "options", "display": true, "options": [ { "name": "1-10 people", "value": "1-10 people" }, { "name": "11-50 people", "value": "11-50 people" }, { "name": "51-200 people", "value": "51-200 people" }, { "name": "201+ people", "value": "201+ people" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Company Size", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "When do you need a solution?", "type": "options", "display": true, "options": [ { "name": "Immediately (within 2 weeks)", "value": "Immediately (within 2 weeks)" }, { "name": "Soon (1-3 months)", "value": "Soon (1-3 months)" }, { "name": "This year (3-12 months)", "value": "This year (3-12 months)" } ], "removed": false, "readOnly": false, "required": false, "displayName": "When do you need a solution?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "What's your role in the company?", "type": "options", "display": true, "options": [ { "name": "Owner/CEO/Founder", "value": "Owner/CEO/Founder" }, { "name": "Manager/Director", "value": "Manager/Director" }, { "name": "Employee/Team Member", "value": "Employee/Team Member" } ], "removed": false, "readOnly": false, "required": false, "displayName": "What's your role in the company?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Message", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Message", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Score", "type": "number", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Lead Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Qualified", "value": "Qualified" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Scheduled", "type": "options", "display": true, "options": [ { "name": "Yes", "value": "Yes" }, { "name": "No", "value": "No" }, { "name": "Pending", "value": "Pending" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Scheduled", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Date", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Notes", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Notes", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead ID", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Lead ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Record ID", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "Record ID", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "typecast": true }, "operation": "update" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "9aecb6e7-0af0-41a0-9be6-98c4c8379228", "name": "Send Booking ConfirmationEmail", "type": "n8n-nodes-base.sendGrid", "position": [ 2528, 1216 ], "parameters": { "subject": "Your AI automation consultation is confirmed!", "toEmail": "={{ \n String(\n $json.fields?.Email \n || $('Parse Call Outcome').item.json.lead_email \n || $items('Call Outcome Webhook',0,0).json.body?.variables?.metadata?.lead_email \n || ''\n ).trim()\n}}\n", "fromName": "Your Name - AI Automation", "resource": "mail", "fromEmail": "user@example.com", "contentType": "text/html", "contentValue": "=Hi {{ \n $json.fields?.Name \n || $('Parse Call Outcome').item.json.lead_name \n || 'there'\n}}, Great talking with you today! Your 15-minute AI automation consultation is confirmed for {{ $('Parse Call Outcome').item.json.agreed_time_text }}\n{{ (() => {\n const ev = $('Create Calendar event').item.json;\n if (!ev?.start?.dateTime) return ''; // nothing to add\n const tz = ev.start.timeZone || 'UTC';\n const pretty = new Date(ev.start.dateTime).toLocaleString('en-GB', {\n weekday: 'long', day: 'numeric', month: 'short', year: 'numeric',\n hour: 'numeric', minute: '2-digit', timeZone: tz\n });\n return `, ${pretty}`; // prepend the comma only if we have a value\n})() }}\n. I've sent you a calendar invite. Looking forward to our conversation!", "additionalFields": {} }, "credentials": { "sendGridApi": { "name": "" } }, "typeVersion": 1 }, { "id": "0e48d014-b418-4040-a4a6-17b567a2906f", "name": "Update Call Record", "type": "n8n-nodes-base.airtable", "position": [ 3024, 640 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX", "cachedResultName": "Your Lead Base" }, "table": { "__rl": true, "mode": "list", "value": "tblXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX/tblXXXXXXXXXXXXXX", "cachedResultName": "Leads" }, "columns": { "value": { "Notes": "Call attempted - Email sent as follow-up", "Status": "Contacted", "Message": "={{ $('Create a record').item.json.fields.Message }}", "Record ID": "={{ $('Create a record').item.json.fields['Record ID'] }}", "Lead Score": 0, "Meeting Scheduled": "No" }, "schema": [ { "id": "id", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "id", "defaultMatch": true }, { "id": "Name", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Company", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Size", "type": "options", "display": true, "options": [ { "name": "1-10 people", "value": "1-10 people" }, { "name": "11-50 people", "value": "11-50 people" }, { "name": "51-200 people", "value": "51-200 people" }, { "name": "201+ people", "value": "201+ people" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Company Size", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "When do you need a solution?", "type": "options", "display": true, "options": [ { "name": "Immediately (within 2 weeks)", "value": "Immediately (within 2 weeks)" }, { "name": "Soon (1-3 months)", "value": "Soon (1-3 months)" }, { "name": "This year (3-12 months)", "value": "This year (3-12 months)" } ], "removed": false, "readOnly": false, "required": false, "displayName": "When do you need a solution?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "What's your role in the company?", "type": "options", "display": true, "options": [ { "name": "Owner/CEO/Founder", "value": "Owner/CEO/Founder" }, { "name": "Manager/Director", "value": "Manager/Director" }, { "name": "Employee/Team Member", "value": "Employee/Team Member" } ], "removed": false, "readOnly": false, "required": false, "displayName": "What's your role in the company?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Message", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Message", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Score", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Lead Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Qualified", "value": "Qualified" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Scheduled", "type": "options", "display": true, "options": [ { "name": "Yes", "value": "Yes" }, { "name": "No", "value": "No" }, { "name": "Pending", "value": "Pending" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Scheduled", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Date", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Notes", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Notes", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead ID", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Lead ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Record ID", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "Record ID", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Record ID" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "5afcd2d8-fa53-45da-b66f-b990cfca279e", "name": "Send Priority Email for Failed Calls", "type": "n8n-nodes-base.sendGrid", "position": [ 1856, 1408 ], "parameters": { "subject": "={{ $('Parse Call Outcome').item.json.lead_name }}, I tried calling about your AI automation inquiry", "toEmail": "={{ \n String(\n $json.fields?.Email \n || $('Parse Call Outcome').item.json.lead_email \n || $items('Call Outcome Webhook',0,0).json.body?.variables?.metadata?.lead_email \n || ''\n ).trim()\n}}\n", "fromName": "Your Name - AI Automation", "resource": "mail", "fromEmail": "user@example.com", "contentType": "text/html", "contentValue": "={{ \n $json.fields?.Name \n || $('Parse Call Outcome').item.json.lead_name \n || 'there'\n}},

\n\n

I just tried calling you about the AI automation inquiry you submitted for {{ $('Parse Call Outcome').item.json.lead_name }}. Unfortunately, I wasn't able to reach you.

\n\n

Based on your inquiry details, I can see {{ $('Parse Call Outcome').item.json.lead_name }} has strong automation potential, so I wanted to follow up personally.

\n\n

I'd love to schedule a quick 15-minute call to discuss:

\n
    \n
  • Your specific automation challenges
    • \n
  • How AI can streamline your processes
    • \n
  • ROI potential for your business size
    • \n
\n\n

You can reply to this email with a few times that work for you this week, or feel free to call me back at your convenience.

\n\n

Best regards,
\nAbi
\nAI Automation Specialist
\nyour-email@example.com

", "additionalFields": {} }, "credentials": { "sendGridApi": { "name": "" } }, "typeVersion": 1 }, { "id": "1da629d5-aa5e-45cf-abae-ba9d0b00fffe", "name": "Update Failed Call Record", "type": "n8n-nodes-base.airtable", "position": [ 2080, 1408 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX", "cachedResultName": "Your Lead Base" }, "table": { "__rl": true, "mode": "list", "value": "tblXXXXXXXXXXXXXX", "cachedResultUrl": "https://airtable.com/appXXXXXXXXXXXXXX/tblXXXXXXXXXXXXXX", "cachedResultName": "Leads" }, "columns": { "value": { "Notes": "Call attempted - Email sent as follow-up", "Status": "Contacted", "Record ID": "{{ $json.record_id }}", "Lead Score": 0, "Meeting Scheduled": "No" }, "schema": [ { "id": "id", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "id", "defaultMatch": true }, { "id": "Name", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Company", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Size", "type": "options", "display": true, "options": [ { "name": "1-10 people", "value": "1-10 people" }, { "name": "11-50 people", "value": "11-50 people" }, { "name": "51-200 people", "value": "51-200 people" }, { "name": "201+ people", "value": "201+ people" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Company Size", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "When do you need a solution?", "type": "options", "display": true, "options": [ { "name": "Immediately (within 2 weeks)", "value": "Immediately (within 2 weeks)" }, { "name": "Soon (1-3 months)", "value": "Soon (1-3 months)" }, { "name": "This year (3-12 months)", "value": "This year (3-12 months)" } ], "removed": false, "readOnly": false, "required": false, "displayName": "When do you need a solution?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "What's your role in the company?", "type": "options", "display": true, "options": [ { "name": "Owner/CEO/Founder", "value": "Owner/CEO/Founder" }, { "name": "Manager/Director", "value": "Manager/Director" }, { "name": "Employee/Team Member", "value": "Employee/Team Member" } ], "removed": false, "readOnly": false, "required": false, "displayName": "What's your role in the company?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Message", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Message", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead Score", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Lead Score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "New", "value": "New" }, { "name": "Contacted", "value": "Contacted" }, { "name": "Qualified", "value": "Qualified" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Scheduled", "type": "options", "display": true, "options": [ { "name": "Yes", "value": "Yes" }, { "name": "No", "value": "No" }, { "name": "Pending", "value": "Pending" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Scheduled", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Meeting Date", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Meeting Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Notes", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Notes", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Lead ID", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Lead ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Record ID", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "Record ID", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "119586d0-7a75-4193-90cb-2cf211424d96", "name": "Respond to Webhook1", "type": "n8n-nodes-base.respondToWebhook", "position": [ 1184, 1504 ], "parameters": { "options": { "responseCode": 200 }, "respondWith": "json", "responseBody": "={\n \"success\": true\n}" }, "typeVersion": 1.4 }, { "id": "383cf3b1-a428-4130-8d8a-57e4d06c8ce4", "name": "Code", "type": "n8n-nodes-base.code", "position": [ 1408, 1312 ], "parameters": { "jsCode": "// Build a single truthy flag the IF node can use\nconst ok =\n $json.call_connected === true &&\n ($json.lead_interested === true || ($json.agreed_datetime ?? null) !== null);\n\n// Optional debug (shows in execution logs)\nconsole.log({\n call_connected: $json.call_connected,\n lead_interested: $json.lead_interested,\n agreed_datetime: $json.agreed_datetime,\n call_success: ok,\n});\n\nreturn [{ json: { ...$json, call_success: ok } }];\n" }, "typeVersion": 2 }, { "id": "848f4b8b-7c9b-4298-b2c8-21255f9d07fe", "name": "Code1", "type": "n8n-nodes-base.code", "position": [ 1856, 1216 ], "parameters": { "jsCode": "// Build RFC3339 start/end datetimes for Google Calendar\n\n// Use agreed_datetime if present; else default to tomorrow 14:00 UTC\nlet start = $json.agreed_datetime\n ? new Date($json.agreed_datetime)\n : new Date(Date.now() + 24 * 60 * 60 * 1000);\n\nif (!$json.agreed_datetime) {\n // set default to 14:00 UTC\n start.setUTCHours(14, 0, 0, 0);\n}\n\n// 15-minute meeting by default\nconst end = new Date(start.getTime() + 15 * 60 * 1000);\n\n// Attach ISO strings for the Calendar node\nreturn [{\n json: {\n ...$json,\n start_iso: start.toISOString(), // e.g., 2025-09-26T13:00:00.000Z\n end_iso: end.toISOString(), // e.g., 2025-09-26T13:15:00.000Z\n }\n}];\n" }, "typeVersion": 2 }, { "id": "a7a4446b-716f-4fc4-a0cf-51a77d7b9ca9", "name": "Overview", "type": "n8n-nodes-base.stickyNote", "position": [ 160, 144 ], "parameters": { "color": 4, "width": 720, "height": 1512, "content": "### Qualify and Call Back Inbound Leads with OpenAI, Bland AI, Airtable & SendGrid\n\nThis n8n template demonstrates how to automatically capture, qualify, and follow up with inbound leads using AI \u2014 including an outbound voice agent that calls hot leads, books a meeting on Google Calendar, and confirms by email \u2014 reducing speed-to-lead from hours to seconds.\n\n### Use Cases\n\n- Founders and agencies losing inbound leads because no one follows up fast enough\n- Sales teams that want voice follow-up on hot leads without hiring an SDR\n- Businesses running paid ads to a form/quiz and needing instant qualification + booking\n\n### How It Works\n\n1. **Trigger**: Webhook receives the lead from your form, quiz, or landing page (expects `name`, `email`, `phone`, `company`, and any qualification fields).\n2. **Validate & Log**:\n - Code node normalises and cleans the payload\n - IF node rejects submissions missing required fields\n - Lead is written to Airtable\n3. **AI Qualification**: OpenAI scores the lead and returns one of three next actions:\n - `nurture_email`\n - `priority_email`\n - `ai_call`\n4. **Routing**:\n - If low-intent:\n - Sends a nurture email via SendGrid\n - If medium-intent:\n - Sends a priority email via SendGrid\n - If high-intent:\n - Pulls free slots from Google Calendar\n - Formats them into a natural-speech sentence\n - Triggers a Bland AI voice agent to call the lead with a qualification + booking script\n5. **Call Outcome Handling**: A second webhook in the same workflow receives Bland AI's post-call payload:\n - If a slot was booked:\n - Creates the Google Calendar event\n - Updates the Airtable record with call outcome and meeting time\n - Sends a booking confirmation email via SendGrid\n - If the call failed (no answer, declined, error):\n - Updates the Airtable record with the failure reason\n - Sends a priority follow-up email so a human can step in\n\n### Customisation Options\n\n- Swap Bland AI for Vapi, Retell, or any voice agent with HTTP + callback support\n- Replace SendGrid with Gmail, Postmark, or Resend\n- Replace Airtable with Notion, Google Sheets, or HubSpot\n- Add a Slack node to ping the team in parallel when a hot lead comes in\n- Tune the qualification prompt and voice script to match your ICP and offer\n- Add a priority threshold so only deals over a certain size trigger the voice call\n\n### Prerequisites/Credential Setup\n\nTo use this workflow securely, you'll need the following credentials set up in n8n:\n\n- **OpenAI API** \u2013 for the lead qualification node\n- **Airtable Personal Access Token** \u2013 to write and update the `Leads` table\n- **SendGrid API** \u2013 to send nurture, priority, and confirmation emails\n- **Google Calendar OAuth2** \u2013 to read availability and create booked events\n- **Bland AI API key** \u2013 via an HTTP Header Auth credential in n8n; used by the **Trigger AI Phone Call** node\n\n### Secure Configuration\n\n- All credential fields use **n8n Credential Types**\n- No API keys, base IDs, or webhook URLs are hardcoded\n- The Bland AI callback URL must be set to your production **Call Outcome Webhook** URL before going live\n\n### Why This Helps\n\n- Cuts speed-to-lead from hours to under a minute on hot leads\n- Removes the manual \"review the form submission\" step entirely\n- Books meetings without a human ever picking up the phone\n- Maintains a clean Airtable audit trail of every lead, qualification decision, and call outcome\n\n---\n\nWith this template, founders and small sales teams can qualify and follow up with every inbound lead automatically, including voice outreach on the highest-intent ones \u2014 without adding headcount.\n" }, "typeVersion": 1 }, { "id": "8b434062-0fcc-4040-81df-f8c899086468", "name": "Section \u2014 Intake & validation", "type": "n8n-nodes-base.stickyNote", "position": [ 912, 320 ], "parameters": { "color": 5, "width": 1188, "height": 568, "content": "### 1. Intake & validation\n- **Webhook** receives the form payload (expects `name`, `email`, `phone`, `company`, etc.)\n- **Validate & Clean Data** normalises fields and flags missing required values\n- **Check Validation Status** routes invalid leads back to the form\n- **Create a record** writes the validated lead to Airtable\n- **Respond to Webhook** returns a 200 to the form so the user sees the thank-you state" }, "typeVersion": 1 }, { "id": "5ddd4200-adfd-415e-8e00-293492dbeed6", "name": "Section \u2014 AI qualification & routing", "type": "n8n-nodes-base.stickyNote", "position": [ 2128, 288 ], "parameters": { "color": 6, "width": 736, "height": 552, "content": "### 2. AI qualification\n- **AI Lead Qualification** (OpenAI) scores the lead and returns a recommended next action: `nurture_email`, `priority_email`, or `ai_call`.\n- **Check for Follow-Up Sequence** branches cold leads to the nurture path.\n- **Check for AI Calling** branches hot leads to the Bland AI voice path.\n\nTune the prompt inside the OpenAI node to match your qualification criteria." }, "typeVersion": 1 }, { "id": "e5b59b02-d371-43f1-a342-f65eeed5065d", "name": "Section \u2014 AI voice call", "type": "n8n-nodes-base.stickyNote", "position": [ 2896, 288 ], "parameters": { "color": 3, "width": 848, "height": 552, "content": "### 3. AI voice call (Bland AI)\n- **Get availability in a calendar** pulls free slots from Google Calendar.\n- **Code in JavaScript** formats those slots into a human sentence for the voice agent.\n- **Trigger AI Phone Call** posts to Bland AI with the script, the lead's number, and the n8n callback URL (the second webhook in this workflow).\n\nReplace the `webhook` URL in the Bland AI body with your live Call Outcome webhook URL before going live." }, "typeVersion": 1 }, { "id": "f9365c7e-4772-46d3-ba2a-637caf2548b6", "name": "Section \u2014 Call outcome & booking", "type": "n8n-nodes-base.stickyNote", "position": [ 912, 1056 ], "parameters": { "color": 7, "width": 1864, "height": 572, "content": "### 4. Call outcome \u2192 booking\n- **Call Outcome Webhook** receives Bland AI's post-call payload.\n- **Parse Call Outcome** extracts the booked slot, lead email, and call status.\n- **Check Call Success** branches the booked path vs. the failed path.\n\n**Success path:** create the Google Calendar event \u2192 log the call in Airtable \u2192 send the booking confirmation email via SendGrid.\n\n**Failure path:** update the Airtable record and send a priority follow-up email so a human can step in." }, "typeVersion": 1 } ], "active": false, "settings": { "binaryMode": "separate", "executionOrder": "v1" }, "versionId": "4f77c4dd-c37b-4516-887d-cf3c4841af19", "connections": { "Code": { "main": [ [ { "node": "Check Call Success", "type": "main", "index": 0 } ] ] }, "Code1": { "main": [ [ { "node": "Create Calendar event", "type": "main", "index": 0 } ] ] }, "Webhook": { "main": [ [ { "node": "Validate & Clean Data", "type": "main", "index": 0 } ] ] }, "Create a record": { "main": [ [ { "node": "Check for AI Calling", "type": "main", "index": 0 } ] ] }, "Check Call Success": { "main": [ [ { "node": "Code1", "type": "main", "index": 0 } ], [ { "node": "Send Priority Email for Failed Calls", "type": "main", "index": 0 } ] ] }, "Code in JavaScript": { "main": [ [ { "node": "Trigger AI Phone Call", "type": "main", "index": 0 } ] ] }, "Parse Call Outcome": { "main": [ [ { "node": "Code", "type": "main", "index": 0 } ] ] }, "Update Call Record": { "main": [ [ { "node": "Check for Follow-Up Sequence", "type": "main", "index": 0 } ] ] }, "Send Priority Email": { "main": [ [ { "node": "Update Call Record", "type": "main", "index": 0 } ] ] }, "Call Outcome Webhook": { "main": [ [ { "node": "Parse Call Outcome", "type": "main", "index": 0 }, { "node": "Respond to Webhook1", "type": "main", "index": 0 } ] ] }, "Check for AI Calling": { "main": [ [ { "node": "Get availability in a calendar", "type": "main", "index": 0 } ], [ { "node": "Send Priority Email", "type": "main", "index": 0 } ] ] }, "AI Lead Qualification": { "main": [ [ { "node": "Check Validation Status", "type": "main", "index": 0 } ] ] }, "Create Calendar event": { "main": [ [ { "node": "Add Successful Call Record", "type": "main", "index": 0 } ] ] }, "Validate & Clean Data": { "main": [ [ { "node": "AI Lead Qualification", "type": "main", "index": 0 } ] ] }, "Check Validation Status": { "main": [ [ { "node": "Create a record", "type": "main", "index": 0 } ], [ { "node": "Respond to Webhook", "type": "main", "index": 0 } ] ] }, "Add Successful Call Record": { "main": [ [ { "node": "Send Booking ConfirmationEmail", "type": "main", "index": 0 } ] ] }, "Check for Follow-Up Sequence": { "main": [ [ { "node": "Send Nurture Email", "type": "main", "index": 0 } ] ] }, "Get availability in a calendar": { "main": [ [ { "node": "Code in JavaScript", "type": "main", "index": 0 } ] ] }, "Send Priority Email for Failed Calls": { "main": [ [ { "node": "Update Failed Call Record", "type": "main", "index": 0 } ] ] } } }