{ "id": "4DBt7jIiVg1kuEgv", "name": "Qualify Insurance Leads using Vapi, GPT-4 Proposals and Airtable", "tags": [], "nodes": [ { "id": "a02b2c97-e7d1-4315-afec-dd4228f8b15a", "name": "On form submission", "type": "n8n-nodes-base.formTrigger", "position": [ -1424, -704 ], "parameters": { "options": {}, "formTitle": "Harvex Insurance", "formFields": { "values": [ { "fieldLabel": "name", "placeholder": "Type name" }, { "fieldType": "email", "fieldLabel": "Email", "placeholder": "Type your Email" }, { "fieldType": "number", "fieldLabel": "Phone Number", "placeholder": "Type your phone number" } ] }, "formDescription": "Input your following details for an agent to get back to you !" }, "typeVersion": 2.3 }, { "id": "9127768b-f7ae-469c-8437-971c58ecf614", "name": "Create a record", "type": "n8n-nodes-base.airtable", "position": [ -1136, -704 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appLkiHBdG20uxDwJ", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ", "cachedResultName": "Leads" }, "table": { "__rl": true, "mode": "list", "value": "tblCyRuAtVAL3Y7sx", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ/tblCyRuAtVAL3Y7sx", "cachedResultName": "Table 1" }, "columns": { "value": { "name": "={{ $json.name }}", "Email": "={{ $json.Email }}", "Phone number": "={{ $json[\"Phone Number\"].toString() }}" }, "schema": [ { "id": "name", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone number", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Phone number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "Qualify", "value": "Qualify" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": true, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call summary", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Call summary", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "typecast": true }, "operation": "create" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "0e4ef931-ae4e-4647-868c-d0c6e3b46cd6", "name": "Vapi call", "type": "n8n-nodes-base.httpRequest", "position": [ -800, -704 ], "parameters": { "url": "https://api.vapi.ai/call/phone", "method": "POST", "options": {}, "jsonBody": "={\n \"assistantId:\" \\\"ENTER_ASSISTANT_ID_HERE\\\",\n \"phoneNumberId:\"\\\"ENTER_PHONE_NUMBER_ID_HERE\\\"\",\n \"customer\": {\n \"number\": \"{{ '+230' + $json.fields['Phone number']}}\",\n \"name\": \"{{$json.fields.name }}\"\n },\n \"assistantOverrides\": {\n \"variableValues\": {\n \"name\": \"{{ $json.fields.name }}\",\n \"email\": \"{{$json.fields.Email }}\"\n },\n \"server\": {\n \"url\": \"\"\n },\n \"serverMessages\": [\n \"end-of-call-report\"\n ]\n }\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "headerParameters": { "parameters": [ { "name": "Authorization" } ] } }, "credentials": { "httpBasicAuth": { "name": "" }, "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.3 }, { "id": "1e838f66-e4fa-46e5-82b2-133aeb2da118", "name": "Post call", "type": "n8n-nodes-base.webhook", "position": [ -1648, -192 ], "parameters": { "path": "cf226daa-a404-4c24-a44a-33526891e5f2", "options": {}, "httpMethod": "POST", "responseMode": "lastNode" }, "typeVersion": 2.1 }, { "id": "12df5994-b37f-416d-9365-a2efef290d54", "name": "Is Qualified ?", "type": "n8n-nodes-base.if", "position": [ -1232, -192 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "471f687c-6e2d-4449-9201-9ec639847886", "operator": { "type": "string", "operation": "regex" }, "leftValue": "={{ $json.Success }}", "rightValue": "true" }, { "id": "4be77afa-a65a-4173-8498-22c3c0857a38", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true }, "leftValue": "={{ $json['Type of Insurance'] }}", "rightValue": "" } ] } }, "typeVersion": 2.2 }, { "id": "455936e5-9174-4298-a101-eaea08aa27d0", "name": "Update record1", "type": "n8n-nodes-base.airtable", "position": [ -1024, -256 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appLkiHBdG20uxDwJ", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ", "cachedResultName": "Leads" }, "table": { "__rl": true, "mode": "list", "value": "tblCyRuAtVAL3Y7sx", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ/tblCyRuAtVAL3Y7sx", "cachedResultName": "Table 1" }, "columns": { "value": { "Email": "={{ $json.Email }}", "Status": "Qualify", "Call summary": "={{ $json['Call summary '] }}", "Type of Insurance": "={{ $json['Type of Insurance'] }}" }, "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": "Phone number", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Phone number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "Qualify", "value": "Qualify" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Type of Insurance", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Type of Insurance", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call summary", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Call summary", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "e230a822-80be-45e3-b129-8de107d43c85", "name": "Send a message", "type": "n8n-nodes-base.gmail", "onError": "continueErrorOutput", "position": [ -464, -256 ], "parameters": { "sendTo": "={{ $('Update record1').item.json.fields.Email }}", "message": "={{ $json.output[0].content[0].text }}", "options": {}, "subject": "Your insurance blueprint", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "notesInFlow": true, "typeVersion": 2.1 }, { "id": "d44d2932-c1c1-4abf-94b9-07e2c2ca34e2", "name": "Send a message1", "type": "n8n-nodes-base.slack", "position": [ -656, 112 ], "parameters": { "text": "=*Unqualified Lead Alert*\n\n*Name:* {{ $('Clean data').item.json.Name}}\n*Phone:* {{ $('Clean data').item.json['phone number'] }}\n\n*Call Summary:*\n{{ $('Clean data').item.json['Call summary '] }}\n*Reason:* Lead did not meet qualification criteria.", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C0A2Z9HEKL7", "cachedResultName": "all-harvex" }, "otherOptions": {}, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.3 }, { "id": "6602b532-0c3a-4cb1-bded-a341f9534f64", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1488, -848 ], "parameters": { "color": 7, "width": 864, "height": 304, "content": "## Lead Ingestion & Voice Trigger\nCaptures the lead from the form submitted then logs the data in Airtable followed by the phone call via Vapi." }, "typeVersion": 1 }, { "id": "3b3ad935-f422-4c66-aed9-f468cb7ac194", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1712, -320 ], "parameters": { "color": 7, "width": 592, "height": 272, "content": "## Call Processing & Logic\nReceives the call summary and entity data from Vapi. It determines if the lead provided enough information to be considered as \"Qualified.\"" }, "typeVersion": 1 }, { "id": "5c7fa027-2707-4da0-9fc4-5252e9ffc4d6", "name": "Prepare Blueprint", "type": "@n8n/n8n-nodes-langchain.openAi", "position": [ -816, -256 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "gpt-4.1-mini", "cachedResultName": "GPT-4.1-MINI" }, "options": {}, "responses": { "values": [ { "role": "system", "content": "=You are Alex Mercer, a Senior Underwriter and Insurance Consultant at Harvex Insurance.\n\nYour task is to generate a professional \"Insurance Blueprint\" email for a prospective client based on the provided phone consultation summary.\nuse clients name {{ $json.fields.name }} and type of insurance {{ $json.fields['Type of Insurance'] }}\nand personal details provided from call summary.{{ $json.fields['Call summary'] }}\n\n### GUIDELINES:\n1. **Persona:** You are Alex Mercer. Your tone is professional, direct, and helpful. \n2. **Formatting:** \n - Use clean Markdown.\n - **MANDATORY:** You must present the \"Proposed Coverage Plan\" inside a Markdown Table.\n - **Style:** Avoid unnecessary punctuation (no exclamation marks, no excessive ellipses, no decorative symbols like '***'). Keep the text clean and orderly.\n - Do not use fluff words. Be concise.\n\n### EMAIL STRUCTURE:\n\n1. **Salutation:** Professional greeting.\n2. **Executive Summary:** A concise 1-2 sentence overview of their current situation and needs based on the call.\n3. **The Blueprint (Table):** \n - Create a table with two columns: \"Coverage Feature\" and \"Description/Benefit\". \n - Populate this based on the insurance type they requested (e.g., if Health, list Outpatient, Inpatient, Dental; if Auto, list Liability, Collision, etc.).\n4. **Key Benefits:** A simple bulleted list of 3 distinct advantages of choosing XYZ Insurance for this specific plan.\n5. **Next Steps:** Clear instruction on how to bind the coverage.\n6. **Sign-off:** \n Alex Mercer\n Senior Consultant\n Harvex Insurance\n\n### INPUT CONTEXT:\nUse the provided call summary and user details to generate this email. {{ $json.fields.name }}" } ] }, "builtInTools": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 2 }, { "id": "bf44a008-0f2b-4b6b-8d82-eb965a6804ae", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -2496, -880 ], "parameters": { "width": 656, "height": 880, "content": "## Qualify Insurance Leads using Vapi, GPT-4 Proposals and Airtable\n## What this workflow does\n\nThis workflow automates the \"speed-to-lead\" process for insurance brokers. When a prospective client submits a form, the workflow immediately triggers an AI voice agent (Vapi) to call them to gather missing requirements and qualify their interest. After the conversation, the workflow will generate a professional insurance proposal using OpenAI and email it to the client. If the lead is unqualified a slack notification is sent to the team.\n\n### Prerequisites\n\nVapi Account: To handle the AI voice conversation.\nOpenAI Account: To analyze the call and generate the proposal blueprint.\nAirtable: To store lead data and track status.\nGmail: To send the generated blueprint to the client.\nSlack: To receive team notifications for unqualified leads or system errors to take actions.\n\n### How it works\nLead Capture: A lead submits a contact form (Name, Email, Phone). The workflow creates a record in Airtable and immediately triggers a Vapi outbound call to the lead.\nCall Analysis: Once the call ends, Vapi sends a transcript and analysis back to n8n via a Webhook.\nQualification Logic: The workflow checks if the AI successfully identified the \"Type of Insurance\" desired by the client.\nIf Qualified: The workflow updates Airtable, uses OpenAI (GPT-4) to write a detailed \"Insurance Blueprint\" proposal, and emails it directly to the client.\nIf Unqualified: The workflow updates Airtable and sends a notification to a Slack channel explaining why the lead didn't qualify.\nError Handling: If the proposal email fails to send, a fallback alert is sent to Slack containing the proposal text for manual follow-up.\n\n### How to use\n\nSet your Vapi account and edit your system prompt\nSet up other accounts listed in prerequisites.\nConfigure the nodes in order.\n" }, "typeVersion": 1 }, { "id": "0044ea00-671d-44ef-b7bc-948d5c43211f", "name": "Error Handling", "type": "n8n-nodes-base.slack", "position": [ -160, -160 ], "parameters": { "text": "=*CRITICAL ERROR: Email Failed* *Manual Action Required* The user: {{ $('Is Qualified ?').item.json.Name }}* Email: {{ $('Is Qualified ?').item.json.Email }} is qualified and a blueprint was generated, but the Email Node failed to send it.\n*COPY THE BLUEPRINT BELOW TO SEND MANUALLY:* --- {{ $('Prepare Blueprint').item.json.output[0].content[0].text }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "C0A2Z9HEKL7", "cachedResultName": "all-harvex" }, "otherOptions": {}, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.3 }, { "id": "93786273-3ce2-4ed7-b60b-38a04219f3f7", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -1040, -384 ], "parameters": { "color": 7, "width": 752, "height": 304, "content": "## Qualified Lead Actions \nIf the lead is qualified, the CRM is updated by qualifying the person and GPT-4 is used to draft a custom insurance blueprint. This blueprint is sent to the qualified leads via email" }, "typeVersion": 1 }, { "id": "2bfc95eb-8abc-4156-8686-447eeb4cc4e4", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -1040, 0 ], "parameters": { "color": 7, "width": 592, "height": 240, "content": "## Unqualified Lead Actions\nIf the lead is unqualified the CRM updates and alerts the team via Slack with the reason for disqualification." }, "typeVersion": 1 }, { "id": "cf5c856f-2ab4-4282-93d4-f76317fc4474", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ -192, -16 ], "parameters": { "color": 7, "width": 304, "height": 128, "content": "## Error Handling\nIf the email fails to send, this alerts the team via Slack with the generated proposal text so it can be sent manually." }, "typeVersion": 1 }, { "id": "6e792749-4302-494f-979e-cea409a3f17a", "name": "Update record", "type": "n8n-nodes-base.airtable", "position": [ -1008, 112 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "appLkiHBdG20uxDwJ", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ", "cachedResultName": "Leads" }, "table": { "__rl": true, "mode": "list", "value": "tblCyRuAtVAL3Y7sx", "cachedResultUrl": "https://airtable.com/appLkiHBdG20uxDwJ/tblCyRuAtVAL3Y7sx", "cachedResultName": "Table 1" }, "columns": { "value": { "name": "={{ $json.Name }}", "Email": "={{ $json.Email }}", "Status": "Unqualified", "Call summary": "={{ $json['Call summary '] }}", "Phone number": "={{ $json['phone number'] }}" }, "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": "Phone number", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Phone number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Status", "type": "options", "display": true, "options": [ { "name": "Qualify", "value": "Qualify" }, { "name": "Unqualified", "value": "Unqualified" } ], "removed": false, "readOnly": false, "required": false, "displayName": "Status", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Type of Insurance", "type": "string", "display": true, "removed": true, "readOnly": false, "required": false, "displayName": "Type of Insurance", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call summary", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "Call summary", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Created", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "Created", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update" }, "credentials": { "airtableTokenApi": { "name": "" } }, "typeVersion": 2.1 }, { "id": "11fd4232-d010-4a82-8441-87d931a87a5c", "name": "Clean data", "type": "n8n-nodes-base.set", "position": [ -1440, -192 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "3ef69e3f-d0f3-4a2b-9053-09ff0a29c8b7", "name": "Call summary ", "type": "string", "value": "={{ $json.body.message.analysis.summary }}" }, { "id": "0fd7150d-dcab-45d2-a3d6-ea34cab8b3ad", "name": "Success", "type": "string", "value": "={{ $json.body.message.analysis.successEvaluation }}" }, { "id": "6a36be18-d14d-464e-be73-77067506e986", "name": "date", "type": "string", "value": "={{ $json.body.message.artifact.variableValues.date }}" }, { "id": "7cf9a270-032d-42ba-a54c-2bc547bdb4a1", "name": "Time", "type": "string", "value": "={{ $json.body.message.artifact.variableValues.time }}" }, { "id": "1dc62117-15c7-45a8-8555-a308293dd932", "name": "Email", "type": "string", "value": "={{ $json.body.message.artifact.variableValues.email }}" }, { "id": "e81fc088-42ac-4d98-90f1-a707817458e2", "name": "Name", "type": "string", "value": "={{ $json.body.message.assistant.variableValues.name }}" }, { "id": "dba3ea41-4800-4cf0-9cdb-4bb99a139d05", "name": "phone number", "type": "string", "value": "={{ $json.body.message.call.customer.number }}" }, { "id": "7538ac1c-c843-46d1-8110-99b24cc4b713", "name": "Type of Insurance", "type": "string", "value": "={{ $json.body.message.artifact.messages[4].message }}" } ] } }, "typeVersion": 3.4 } ], "active": false, "settings": {}, "versionId": "c3e7e4ab-8c7f-443d-8e00-3ab2460fd07c", "connections": { "Post call": { "main": [ [ { "node": "Clean data", "type": "main", "index": 0 } ] ] }, "Clean data": { "main": [ [ { "node": "Is Qualified ?", "type": "main", "index": 0 } ] ] }, "Update record": { "main": [ [ { "node": "Send a message1", "type": "main", "index": 0 } ] ] }, "Is Qualified ?": { "main": [ [ { "node": "Update record1", "type": "main", "index": 0 } ], [ { "node": "Update record", "type": "main", "index": 0 } ] ] }, "Send a message": { "main": [ [], [ { "node": "Error Handling", "type": "main", "index": 0 } ] ] }, "Update record1": { "main": [ [ { "node": "Prepare Blueprint", "type": "main", "index": 0 } ] ] }, "Create a record": { "main": [ [ { "node": "Vapi call", "type": "main", "index": 0 } ] ] }, "Prepare Blueprint": { "main": [ [ { "node": "Send a message", "type": "main", "index": 0 } ] ] }, "On form submission": { "main": [ [ { "node": "Create a record", "type": "main", "index": 0 } ] ] } } }