{ "nodes": [ { "id": "c04df318-1ba8-45ed-9714-6082975dba18", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 0 ], "parameters": { "width": 1584, "height": 496, "content": "# Flow 1: CRM Agent\nMoves leads from Lead List to CRM" }, "typeVersion": 1 }, { "id": "f7eba756-3dfc-4d29-bc13-6831a537f69f", "name": "Schedule Trigger", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 64, 208 ], "parameters": { "rule": { "interval": [ { "field": "hours", "hoursInterval": 24 } ] } }, "typeVersion": 1.2 }, { "id": "96fdc901-baed-478c-9f7b-073084089545", "name": "Email List", "type": "n8n-nodes-base.googleSheets", "position": [ 272, 208 ], "parameters": { "options": {}, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - 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", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? 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", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "appendOrUpdate", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "cc5708c8-eaaf-4fbf-a664-ac59c699f138", "name": "Count", "type": "n8n-nodes-base.summarize", "position": [ 800, 112 ], "parameters": { "options": {}, "fieldsToSummarize": { "values": [ { "field": "Contact Email" } ] } }, "typeVersion": 1.1 }, { "id": "6eb33933-dac5-46fc-92f3-161d2bbcf29f", "name": "Reset email list", "type": "n8n-nodes-base.googleSheets", "position": [ 1008, 112 ], "parameters": { "operation": "delete", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - Lead List" }, "numberToDelete": "={{ $json.count_Contact_Email }}" }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "cd94b74c-5148-476f-861b-0a83ca6b8b69", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 528 ], "parameters": { "color": 3, "width": 1728, "height": 608, "content": "# Flow 2: Follow-Up Agent\nSends 3 personalized follow-up emails every 2 days" }, "typeVersion": 1 }, { "id": "07b9b253-9c2f-45ae-b7fa-69a28958eff1", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 0, 1168 ], "parameters": { "color": 5, "width": 656, "height": 368, "content": "# Flow 3: Concierge Agent\nUpdates CRM when someone books a call\n" }, "typeVersion": 1 }, { "id": "ee97152c-4f36-4323-adfd-6ef5379a8e70", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 688, 1168 ], "parameters": { "color": 4, "width": 896, "height": 368, "content": "# Flow 4: No-Show Agent\nEmails leads who miss calls" }, "typeVersion": 1 }, { "id": "2f53546d-982c-4d80-af11-d20a00867942", "name": "Schedule Trigger (Follow Ups)", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 64, 752 ], "parameters": { "rule": { "interval": [ {} ] } }, "typeVersion": 1.2 }, { "id": "effffea2-866f-4f56-bdc1-9f5266f74b33", "name": "Get rows from CRM", "type": "n8n-nodes-base.googleSheets", "position": [ 272, 752 ], "parameters": { "options": {}, "filtersUI": { "values": [ { "lookupValue": "true", "lookupColumn": "Started Sequence?" }, { "lookupValue": "false", "lookupColumn": "Call Scheduled?" } ] }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "8f754c06-b0a9-4ff9-a37d-365d95e05dc5", "name": "Filter", "type": "n8n-nodes-base.filter", "position": [ 480, 752 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "e2b3127f-3fe7-4058-91be-3569f29147c7", "operator": { "type": "dateTime", "operation": "beforeOrEquals" }, "leftValue": "={{ $('Get rows from CRM').item.json['Sequence Last Date'] }}", "rightValue": "={{ $now.minus({days: 2}).format('MM-dd-yy') }}" }, { "id": "6594059d-56b9-40a9-9495-776a30b1e95d", "operator": { "type": "number", "operation": "lt" }, "leftValue": "={{ $('Get rows from CRM').item.json['Follow Ups'] }}", "rightValue": 3 } ] }, "looseTypeValidation": true }, "typeVersion": 2.2 }, { "id": "62991a84-37c9-42d1-b7fd-73c2afe28002", "name": "Which follow-up phase?", "type": "n8n-nodes-base.switch", "position": [ 688, 736 ], "parameters": { "rules": { "values": [ { "outputKey": "follow up 1", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "3b83c2a5-79a7-41d4-b77d-65a4083bf067", "operator": { "type": "number", "operation": "lt" }, "leftValue": "={{ $json['Follow Ups'] }}", "rightValue": 1 } ] }, "renameOutput": true }, { "outputKey": "follow up 2", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "ddf09d9a-91a3-468a-b6fa-352610ae5ee7", "operator": { "type": "number", "operation": "lt" }, "leftValue": "={{ $json['Follow Ups'] }}", "rightValue": 2 } ] }, "renameOutput": true }, { "outputKey": "follow up 3", "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "3f3c3158-f6fa-48cc-a66a-28b19bb0de3a", "operator": { "type": "number", "operation": "lt" }, "leftValue": "={{ $json['Follow Ups'] }}", "rightValue": 3 } ] }, "renameOutput": true } ] }, "options": {}, "looseTypeValidation": true }, "typeVersion": 3.3 }, { "id": "2e0b3a30-d994-49ee-be53-12565523e73f", "name": "Follow Up 1", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ 976, 560 ], "parameters": { "text": "=Hi [Name],\n\nI wanted to follow up on our recent message about AI solutions. I know your inbox is probably overflowing, so I'll keep this brief.\nMany businesses we work with initially hesitate because they're not sure where AI fits into their current operations. The truth is, the companies seeing the biggest ROI right now aren't the ones with the fanciest tech stacks\u2014they're the ones who started small and scaled strategically.\n\nWhat we're seeing work in 2025:\n\n- Customer service automation reducing response times by 60%\n- Data analysis that used to take days now happening in minutes\n- Personalized customer experiences at scale\n\nI'd love to spend 15 minutes learning about your specific challenges and sharing what might be possible for your team.\n\nWould you be open to a quick conversation?\n\n[Calendar Link]\n\nBest,\nVincent\n\nP.S. No pressure - if the timing isn't right, just let me know when might work better.", "batching": {}, "messages": { "messageValues": [ { "message": "=Your goal is to replace the placeholders inside the email with the corresponding values from the data below (only where applicable).\n\nAvailable variables:\n\n- Name: {{ $('Get rows from CRM').item.json['First Name'] }} \n\n- Role: {{ $('Get rows from CRM').item.json.Role }}\n\n- Company Name: {{ $('Get rows from CRM').item.json['Company Name'] }}\n\n- Industry: {{ $('Get rows from CRM').item.json['Company Industry'] }}\n\n- Calendar Link: https://calendar.app.google/iSiNxcUzP2ajSMtT8\n\nInstructions:\nOnly output the final email with the placeholders replaced.\nDo not include comments, explanations, or any extra text." } ] }, "promptType": "define" }, "typeVersion": 1.7 }, { "id": "c8105904-a3ad-405d-8da8-13753d5b24ed", "name": "Send First Follow Up", "type": "n8n-nodes-base.gmail", "position": [ 1328, 560 ], "parameters": { "sendTo": "={{ $('Get rows from CRM').item.json['Contact Email'] }}", "message": "={{ $json.text }}", "options": { "appendAttribution": false }, "subject": "Follow Up 1", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "1e75be13-56cc-4137-8f1e-d71c74667f52", "name": "Update CRM (Follow Up 1)", "type": "n8n-nodes-base.googleSheets", "position": [ 1536, 560 ], "parameters": { "columns": { "value": { "Follow Ups": "1", "Contact Email": "{{ $('Get rows from CRM').item.json['Contact Email'] }}", "Sequence Last Date": "={{ $now.toFormat('MM-dd-yy') }}" }, "schema": [ { "id": "ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "First Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "First Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Last Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Last Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Role", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Address", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Industry", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Contact Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Phone(optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contact Phone(optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Website (optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Website (optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Started Sequence?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Started Sequence?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sequence Last Date", "type": "string", "display": true, "required": false, "displayName": "Sequence Last Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Follow Ups", "type": "string", "display": true, "required": false, "displayName": "Follow Ups", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call Scheduled?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Call Scheduled?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Showed Call?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Showed Call?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sales Transcript ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sales Transcript ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Latest/Closed Transcript ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Latest/Closed Transcript ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Proposal sent?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Proposal sent?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Closed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Closed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Sent? ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "number", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "c1d6c670-9386-4b7d-b664-8fd744d422d1", "name": "Follow Up 3", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ 976, 944 ], "parameters": { "text": "=Hi [Name],\n\nI don't want to be that person who keeps flooding your inbox, so this will be my last message unless you'd like to continue the conversation.\n\nI genuinely believe AI could make a meaningful impact on your business, but I also know timing is everything - and that's completely okay.\n\nIf you ever want to explore what we could do together, my calendar is always open:\n\n[Calendar Link]\n\nWishing you all the best,\nVincent\n\nP.S. If you'd prefer I check back in a few months when things might be less hectic, just reply with \"Later\", and I'll make a note to reach out next quarter.", "batching": {}, "messages": { "messageValues": [ { "message": "=Your goal is to replace the placeholders inside the email with the corresponding values from the data below (only where applicable).\n\nAvailable variables:\n\n- Name: {{ $('Get rows from CRM').item.json['First Name'] }} \n\n- Role: {{ $('Get rows from CRM').item.json.Role }}\n\n- Company Name: {{ $('Get rows from CRM').item.json['Company Name'] }}\n\n- Industry: {{ $('Get rows from CRM').item.json['Company Industry'] }}\n\n- Calendar Link: https://calendar.app.google/iSiNxcUzP2ajSMtT8\n\nInstructions:\nOnly output the final email with the placeholders replaced.\nDo not include comments, explanations, or any extra text." } ] }, "promptType": "define" }, "typeVersion": 1.7 }, { "id": "c90f5478-eddc-4250-a75d-8e6e84e8942e", "name": "Follow Up 2", "type": "@n8n/n8n-nodes-langchain.chainLlm", "position": [ 976, 752 ], "parameters": { "text": "=Hi [Name],\n\nI wanted to share a quick win that might resonate with you.\n\nMany teams I talk to feel uncertain about where to start with AI - how complex it will be, whether it\u2019s worth the cost, and if it\u2019ll actually make a measurable difference.\n\nWhat we\u2019ve seen is that real progress usually starts small: one workflow, one process, one measurable result. Once that\u2019s in place, scaling becomes easy - and the ROI tends to follow fast.\n\nIf that sounds worth exploring, how about a quick 20-minute chat to discuss what this could look like for your business?\n\n[Calendar Link]\n\nLooking forward to connecting,\nVincent\n\nP.S. Happy to send a case study or example before the call if you\u2019d like a preview.", "batching": {}, "messages": { "messageValues": [ { "message": "=Your goal is to replace the placeholders inside the email with the corresponding values from the data below (only where applicable).\n\nAvailable variables:\n\n- Name: {{ $('Get rows from CRM').item.json['First Name'] }} \n\n- Role: {{ $('Get rows from CRM').item.json.Role }}\n\n- Company Name: {{ $('Get rows from CRM').item.json['Company Name'] }}\n\n- Industry: {{ $('Get rows from CRM').item.json['Company Industry'] }}\n\n- Calendar Link: https://calendar.app.google/iSiNxcUzP2ajSMtT8\n\nInstructions:\nOnly output the final email with the placeholders replaced.\nDo not include comments, explanations, or any extra text." } ] }, "promptType": "define" }, "typeVersion": 1.7 }, { "id": "75106f00-bd4c-42a9-8d44-f7331d1543a4", "name": "Send Second Follow Up", "type": "n8n-nodes-base.gmail", "position": [ 1328, 752 ], "parameters": { "sendTo": "={{ $('Get rows from CRM').item.json['Contact Email'] }}", "message": "={{ $json.text }}", "options": { "appendAttribution": false }, "subject": "Follow Up 2", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "83034612-a064-465a-a13d-dea08cb6f3fb", "name": "Send Third Follow Up", "type": "n8n-nodes-base.gmail", "position": [ 1328, 944 ], "parameters": { "sendTo": "={{ $('Get rows from CRM').item.json['Contact Email'] }}", "message": "={{ $json.text }}", "options": { "appendAttribution": false }, "subject": "Follow Up 3", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "4f6b384c-9256-493f-89da-db62bccbe750", "name": "Update CRM (Follow Up 2)", "type": "n8n-nodes-base.googleSheets", "position": [ 1536, 752 ], "parameters": { "columns": { "value": { "Follow Ups": "2", "Contact Email": "{{ $('Get rows from CRM').item.json['Contact Email'] }}", "Sequence Last Date": "={{ $now.toFormat('MM-dd-yy') }}" }, "schema": [ { "id": "ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "First Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "First Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Last Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Last Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Role", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Address", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Industry", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Contact Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Phone(optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contact Phone(optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Website (optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Website (optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Started Sequence?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Started Sequence?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sequence Last Date", "type": "string", "display": true, "required": false, "displayName": "Sequence Last Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Follow Ups", "type": "string", "display": true, "required": false, "displayName": "Follow Ups", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call Scheduled?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Call Scheduled?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Showed Call?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Showed Call?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sales Transcript ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sales Transcript ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Latest/Closed Transcript ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Latest/Closed Transcript ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Proposal sent?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Proposal sent?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Closed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Closed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Sent? ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "number", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "c9bf82f2-0987-4df1-86d1-3da97e8563d8", "name": "Update CRM (Follow Up 3)", "type": "n8n-nodes-base.googleSheets", "position": [ 1536, 944 ], "parameters": { "columns": { "value": { "Follow Ups": "3", "Contact Email": "{{ $('Get rows from CRM').item.json['Contact Email'] }}", "Sequence Last Date": "={{ $now.toFormat('MM-dd-yy') }}" }, "schema": [ { "id": "ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "First Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "First Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Last Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Last Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Role", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Address", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Industry", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Contact Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Phone(optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contact Phone(optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Website (optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Website (optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Started Sequence?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Started Sequence?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sequence Last Date", "type": "string", "display": true, "required": false, "displayName": "Sequence Last Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Follow Ups", "type": "string", "display": true, "required": false, "displayName": "Follow Ups", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call Scheduled?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Call Scheduled?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Showed Call?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Showed Call?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sales Transcript ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sales Transcript ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Latest/Closed Transcript ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Latest/Closed Transcript ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Proposal sent?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Proposal sent?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Closed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Closed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Sent? ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "number", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "84baca8d-eb6c-45a5-bf8c-ef99008f778f", "name": "If", "type": "n8n-nodes-base.if", "position": [ 272, 1312 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "loose" }, "combinator": "and", "conditions": [ { "id": "41cb4185-303e-47a9-87c9-35cb7c667d8e", "operator": { "name": "filter.operator.equals", "type": "string", "operation": "equals" }, "leftValue": "={{ $json.organizer.displayName }}", "rightValue": "Test" } ] }, "looseTypeValidation": true }, "typeVersion": 2.2 }, { "id": "a487ef27-7cd9-4fa2-b464-ac4e2b1048a5", "name": "Update CRM (Call Scheduled)", "type": "n8n-nodes-base.googleSheets", "position": [ 480, 1216 ], "parameters": { "columns": { "value": { "Contact Email": "={{ $json.attendees[0].email }}", "Call Scheduled?": "true" }, "schema": [ { "id": "ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "First Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "First Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Last Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Last Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Role", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Address", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Industry", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Contact Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Phone(optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contact Phone(optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Website (optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Website (optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Started Sequence?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Started Sequence?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sequence Last Date", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sequence Last Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Follow Ups", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Follow Ups", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call Scheduled?", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Call Scheduled?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Showed Call?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Showed Call?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sales Transcript ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sales Transcript ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Latest/Closed Transcript ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Latest/Closed Transcript ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Proposal sent?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Proposal sent?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Closed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Closed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Sent? ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "number", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "e8ff9503-18ad-4c38-a7c3-c9d255dde706", "name": "No Operation, do nothing", "type": "n8n-nodes-base.noOp", "position": [ 480, 1408 ], "parameters": {}, "typeVersion": 1 }, { "id": "d7b20e0f-ff21-4939-a2b9-97b7185cc33c", "name": "Schedule Trigger (No shows)", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 752, 1312 ], "parameters": { "rule": { "interval": [ { "field": "hours", "hoursInterval": 6 } ] } }, "typeVersion": 1.2 }, { "id": "c47e81e3-6d20-4534-9864-202723ca3ba3", "name": "Check for \"No Shows\"", "type": "n8n-nodes-base.googleSheets", "position": [ 960, 1312 ], "parameters": { "options": {}, "filtersUI": { "values": [ { "lookupValue": "No", "lookupColumn": "Showed Call?" } ] }, "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "876ba313-7e7d-4a89-bccd-487a87732202", "name": "Send No-Show Follow-Up", "type": "n8n-nodes-base.gmail", "position": [ 1168, 1312 ], "parameters": { "sendTo": "={{ $json['Contact Email'] }}", "message": "=Hi {{ $json['First Name'] }},\n\nI waited on our call today but didn't see you jump on - totally understand things get hectic!\n\nI'm still happy to chat.\n\nWant to reschedule? \n\nHere's my calendar: [Book a quick call](https://calendar.app.google/iSiNxcUzP2ajSMtT8)\n\nOr if you'd prefer, just reply with a time that works better for you.\n\nBest,\nVincent\n", "options": { "appendAttribution": false }, "subject": "Quick follow-up on our call", "emailType": "text" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "07c8fe5f-d789-49ef-85b8-e10850763eb0", "name": "Update No-Show Status", "type": "n8n-nodes-base.googleSheets", "position": [ 1376, 1312 ], "parameters": { "columns": { "value": { "Showed Call?": "Followed up", "Contact Email": "{{ $('Check for \"No Shows\"').item.json['Contact Email'] }}" }, "schema": [ { "id": "ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "First Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "First Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Last Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Last Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Role", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Name", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Address", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Company Industry", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Company Industry", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Email", "type": "string", "display": true, "removed": false, "required": false, "displayName": "Contact Email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contact Phone(optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contact Phone(optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Website (optional)", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Website (optional)", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Started Sequence?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Started Sequence?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sequence Last Date", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sequence Last Date", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Follow Ups", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Follow Ups", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Call Scheduled?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Call Scheduled?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Showed Call?", "type": "string", "display": true, "required": false, "displayName": "Showed Call?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Sales Transcript ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Sales Transcript ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Latest/Closed Transcript ID", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Latest/Closed Transcript ID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Proposal sent?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Proposal sent?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Closed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Closed?", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Sent? ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Sent? ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract ID ", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract ID ", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Contract Signed?", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Contract Signed?", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "Contact Email" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "appendOrUpdate", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk", "cachedResultName": "[AFT] The Sales Agent - CRM" } }, "credentials": { "googleSheetsOAuth2Api": { "name": "" } }, "typeVersion": 4.7 }, { "id": "ebb89ffa-5b7f-494f-a772-b73e8792d5ce", "name": "OpenAI Follow Up", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 704, 960 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4.1-nano", "cachedResultName": "gpt-4.1-nano" }, "options": {} }, "typeVersion": 1.2 }, { "id": "051378a3-5803-4d04-9639-1cbd664054da", "name": "Google Calendar Trigger", "type": "n8n-nodes-base.googleCalendarTrigger", "position": [ 80, 1312 ], "parameters": { "options": {}, "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "triggerOn": "eventCreated", "calendarId": { "__rl": true, "mode": "list", "value": "user@example.com", "cachedResultName": "Test" } }, "typeVersion": 1 }, { "id": "2fc3126c-15b9-4ab3-b58b-b5849785df97", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -784, 48 ], "parameters": { "color": 6, "width": 704, "height": 1344, "content": "# Sales Agent\nThis n8n template is a complete, automated sales operating system. It acts as an AI-powered sales development representative (SDR) that moves leads into a CRM, sends highly personalized follow-up sequences, tracks calendar bookings, and automatically handles meeting no-shows.\n\nInstead of manually tracking who needs to be emailed next or cross-referencing your calendar with your spreadsheet, this workflow handles the entire outreach lifecycle in the background.\n\n## How it works\nThis template is divided into four autonomous processes:\n\n**1. The CRM Agent:** A scheduled trigger runs daily to pull fresh leads from a temporary \"Lead List\" Google Sheet, adds them to your master CRM Sheet, formats the data, and then resets the temporary list so it's ready for the next batch.\n\n**2. The Follow-Up Agent:** A scheduled trigger checks your CRM for active leads who haven't booked a call yet and haven't been emailed in the last 48 hours. Using an OpenAI language model, it customizes one of three sequential follow-up templates based on the prospect's name, role, company, and industry. It sends the email via Gmail and automatically logs \nthe follow-up count and date in your CRM.\n\n**3. The Concierge Agent:** Whenever a new event is created in Google Calendar, this flow intercepts it. If it matches your criteria, it finds the attendee's email in your CRM and updates their status to indicate a call is scheduled\u2014instantly pulling them out of the automated follow-up sequence.\n\n**4. The No-Show Agent:** Every 6 hours, a trigger checks your CRM for anyone explicitly marked as a \"No Show.\" It sends them a polite, automated email via Gmail offering to reschedule and updates their CRM status so they aren't emailed twice.\n\n## How to use\n1. Duplicate the required Google Sheets structure (a basic Lead List and a CRM with columns for contact info, sequence tracking, and call statuses).\n\n2. Authenticate your Google Sheets, Google Calendar, and Gmail accounts within n8n.\n\n3. Update the Google Calendar trigger to point to your specific booking calendar.\n\n4. Open the AI LLM Chain nodes to customize the email copy, replacing the placeholder calendar links and my sign-off with your own details.\n\n5. Activate the workflow and let your automated sales pipeline run.\n\n## What you get\n* Automated data entry from lead list to CRM\n* 3-step, AI-personalized email sequence\n* Automatic sequence halting when a prospect books a call\n* Automated rescheduling emails for missed meetings\n* A completely self-updating Google Sheets CRM\n\n## Requirements\n* Google Sheets access\n* Gmail account\n* Google Calendar account\n* OpenAI API credentials for email personalization\n\n## Need help?\nAsk in the [n8n Forum](https://community.n8n.io/) or shoot me a DM on [LinkedIn](http://linkedin.com/in/vincentthenguyen/).\n\nHappy automating \ud83d\ude80" }, "typeVersion": 1 } ], "connections": { "If": { "main": [ [ { "node": "Update CRM (Call Scheduled)", "type": "main", "index": 0 } ], [ { "node": "No Operation, do nothing", "type": "main", "index": 0 } ] ] }, "Wait": { "main": [ [ { "node": "Finalize Contact Record in Sheet", "type": "main", "index": 0 } ] ] }, "Count": { "main": [ [ { "node": "Reset email list", "type": "main", "index": 0 } ] ] }, "Filter": { "main": [ [ { "node": "Which follow-up phase?", "type": "main", "index": 0 } ] ] }, "Email List": { "main": [ [ { "node": "Loop Over Items", "type": "main", "index": 0 } ] ] }, "Update CRM": { "main": [ [ { "node": "Get row(s) from CRM", "type": "main", "index": 0 } ] ] }, "Follow Up 1": { "main": [ [ { "node": "Send First Follow Up", "type": "main", "index": 0 } ] ] }, "Follow Up 2": { "main": [ [ { "node": "Send Second Follow Up", "type": "main", "index": 0 } ] ] }, "Follow Up 3": { "main": [ [ { "node": "Send Third Follow Up", "type": "main", "index": 0 } ] ] }, "Loop Over Items": { "main": [ [ { "node": "Count", "type": "main", "index": 0 } ], [ { "node": "Update CRM", "type": "main", "index": 0 } ] ] }, "OpenAI Follow Up": { "ai_languageModel": [ [ { "node": "Follow Up 1", "type": "ai_languageModel", "index": 0 }, { "node": "Follow Up 2", "type": "ai_languageModel", "index": 0 }, { "node": "Follow Up 3", "type": "ai_languageModel", "index": 0 } ] ] }, "Schedule Trigger": { "main": [ [ { "node": "Email List", "type": "main", "index": 0 } ] ] }, "Get rows from CRM": { "main": [ [ { "node": "Filter", "type": "main", "index": 0 } ] ] }, "Get row(s) from CRM": { "main": [ [ { "node": "Wait", "type": "main", "index": 0 } ] ] }, "Check for \"No Shows\"": { "main": [ [ { "node": "Send No-Show Follow-Up", "type": "main", "index": 0 } ] ] }, "Send First Follow Up": { "main": [ [ { "node": "Update CRM (Follow Up 1)", "type": "main", "index": 0 } ] ] }, "Send Third Follow Up": { "main": [ [ { "node": "Update CRM (Follow Up 3)", "type": "main", "index": 0 } ] ] }, "Send Second Follow Up": { "main": [ [ { "node": "Update CRM (Follow Up 2)", "type": "main", "index": 0 } ] ] }, "Send No-Show Follow-Up": { "main": [ [ { "node": "Update No-Show Status", "type": "main", "index": 0 } ] ] }, "Which follow-up phase?": { "main": [ [ { "node": "Follow Up 1", "type": "main", "index": 0 } ], [ { "node": "Follow Up 2", "type": "main", "index": 0 } ], [ { "node": "Follow Up 3", "type": "main", "index": 0 } ] ] }, "Google Calendar Trigger": { "main": [ [ { "node": "If", "type": "main", "index": 0 } ] ] }, "Schedule Trigger (No shows)": { "main": [ [ { "node": "Check for \"No Shows\"", "type": "main", "index": 0 } ] ] }, "Schedule Trigger (Follow Ups)": { "main": [ [ { "node": "Get rows from CRM", "type": "main", "index": 0 } ] ] }, "Finalize Contact Record in Sheet": { "main": [ [ { "node": "Loop Over Items", "type": "main", "index": 0 } ] ] } } }