Automate With Marc This workflow corresponds to n8n.io template #8295 — we link there as the canonical source.
This workflow follows the Agent → OpenAI Embeddings recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "JRk4BidOsJmNYCz3",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Automatic Inbound Sales Follow Up",
"tags": [],
"nodes": [
{
"id": "5c469742-7089-4322-9d7f-363d89bc8e84",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
-144,
0
],
"parameters": {
"options": {},
"formTitle": "Business Inquiry",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"requiredField": true
},
{
"fieldLabel": "Business URL",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"requiredField": true
},
{
"fieldType": "number",
"fieldLabel": "Phone Number (Optional)"
},
{
"fieldLabel": "How can we help you?"
}
]
},
"formDescription": "Thank you for your inquiry, we'll get back to you soon!"
},
"typeVersion": 2.2
},
{
"id": "530607dd-d303-41a3-94f3-a4c89e4c6a66",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
80,
304
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-5",
"cachedResultName": "gpt-5"
},
"options": {}
},
"typeVersion": 1.2
},
{
"id": "648633b1-b8c2-437f-9384-ce9e9e170675",
"name": "Simple Memory",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
272,
304
],
"parameters": {
"sessionKey": "={{ $workflow.id }}",
"sessionIdType": "customKey"
},
"typeVersion": 1.3
},
{
"id": "36bf640f-df08-4abd-b7a1-592ef2fff1d2",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
688,
288
],
"parameters": {
"jsonSchemaExample": "{\n\t\"Subject Line\": \"Hello from Purple Unicorn Marketing\",\n\t\"Body\": \"Hey Jake, this is bob from Purpler Unicorn Marketing. Thank you for your inquiry, booking a meeting with me here: www.calendly.com/book-now\"\n}"
},
"typeVersion": 1.3
},
{
"id": "1c4e1648-934d-49cc-b645-beb11522ddfe",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
912,
0
],
"parameters": {
"sendTo": "<<<LEAD_EMAIL_PLACEHOLDER>>>",
"message": "={{ $json.output.Body }}",
"options": {},
"subject": "={{ $json.output['Subject Line'] }}",
"emailType": "text"
},
"typeVersion": 2.1
},
{
"id": "6b471a24-6145-47f3-aa19-88aaf1120b63",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-128
],
"parameters": {
"width": 260,
"height": 640,
"content": "Form Submission Trigger"
},
"typeVersion": 1
},
{
"id": "77a38bef-3f32-48f9-9339-b7071fd1fa03",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
32,
-128
],
"parameters": {
"color": 5,
"width": 768,
"height": 640,
"content": "GPT-5 Inbound Sales Rep Lead Research & Email Writing Agent"
},
"typeVersion": 1
},
{
"id": "972490fa-d89c-448b-bc99-62308159833a",
"name": "GPT-5 Research & Copywriting",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
224,
0
],
"parameters": {
"text": "=First Name: {{ $json['First Name'] }}\nLast Name: {{ $json['Last Name'] }}\nBusiness URL: {{ $json['Business URL'] }}\nEmail: {{ $json.Email }}\nPhone Number: {{ $json['Phone Number (Optional)'] }}\nHow Can We Help:{{ $json['How can we help you?'] }}",
"options": {
"systemMessage": "You are an effective inbound lead email agent. Your role is to research on the lead's business information and lead's problem statement to craft a personalized email to be sent to the leads with the goal of booking a meeting at www.calendly.com/book-now. Use a friendly tone which is welcoming and easy to read, clear call to action. \n\n#Tool\nUse the Tavily tool to carry out online research that will help your email to the lead.\nUse Pinecone Vector tool to refer to best brand guidelines and outbound practices\n\n##Output\nOutput the email subject line and body in separated JSON Object forma. \n"
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 2
},
{
"id": "b288c417-12e7-4c66-82c1-5a9bdb5a10b3",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
816,
-128
],
"parameters": {
"color": 4,
"width": 320,
"height": 640,
"content": "Send Email Node"
},
"typeVersion": 1
},
{
"id": "905eaacd-4e12-44c3-81dc-6af2e784dd6a",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1328,
-128
],
"parameters": {
"color": 2,
"width": 1072,
"height": 1776,
"content": "\ud83d\udce7 Automatic Personalized Sales Follow-Up with GPT-5, Pinecone, and Tavily Research\nDescription\n\nNever let a lead go cold. This workflow automatically sends personalized follow-up emails to every inbound inquiry. It combines GPT-5 with Pinecone Vector DB and Tavily research to craft responses that align with your brand\u2019s best practices, tone, and the latest product updates. Using embedded research tools, the workflow ensures each email is both timely and relevant\u2014helping your sales team convert more leads without manual effort.\n\n\ud83d\udc49 Watch step-by-step build of workflows like these on: www.youtube.com/@automatewithmarc\n\nHow It Works\n\nForm Trigger \u2013 Captures inbound lead details (name, business, email, and message).\n\nAI Sales Agent (GPT-5) \u2013 Researches the lead\u2019s business and problem statement, while referencing Pinecone for brand guidelines and product updates. Tavily research is used to enrich responses with the latest context.\n\nStructured Output Parser \u2013 Ensures the subject line and email body are generated in a clean JSON format.\n\nGmail Node (Send Follow-Up Email) \u2013 Sends a polished, ready-to-go follow-up email to the lead.\n\nSimple Memory \u2013 Maintains continuity across follow-ups for a more natural conversation.\n\nWhy Sales Teams Will Love It\n\n\u23f1 Faster responses \u2014 no waiting, leads get an immediate follow-up.\n\n\ud83d\udcdd On-brand every time \u2014 Pinecone ensures tone matches your sales playbook.\n\n\ud83c\udf0d Research-driven \u2014 Tavily provides real-time enrichment for context-aware emails.\n\n\ud83d\udcc8 Improves conversions \u2014 timely, personalized outreach increases meeting bookings.\n\n\ud83e\udd16 Hands-off automation \u2014 sales reps can focus on closing, not chasing.\n\nSetup Instructions\n\nForm Trigger \u2013 Configure your inbound form to capture lead details (name, email, company, message). Connect it to this workflow.\n\nPinecone Setup\n\nCreate a Pinecone index and embed your brand guidelines, sales playbook, and product updates.\n\nUpdate the Pinecone Vector Store node with your index name.\n\nTavily Setup\n\nAdd your Tavily API key to the Perplexity/Tavily tool node.\n\nOpenAI Setup\n\nAdd your OpenAI API key to the GPT-5 Chat Model node.\n\nAdjust system prompts in the AI Agent node to reflect your company\u2019s style.\n\nGmail Node\n\nConnect your Gmail account to the \u201cSend Follow-Up Email\u201d node.\n\nUpdate sender details if you want the email to come from a shared inbox or a rep\u2019s account.\n\nCustomization\n\nAdjust the system prompt inside the AI Agent to fit your tone (e.g., more casual vs. professional).\n\nUpdate the meeting link (currently Calendly) to your own scheduling tool.\n\nAdd or remove form fields depending on the information you collect from leads.\n\nRequirements\n\nGmail account (for sending follow-up emails)\n\nOpenAI API key (GPT-5)\n\nPinecone account (to store/retrieve style guidelines + product updates)\n\nTavily API key (for online research enrichment)\n\nThis version:\n\n\u2705 Includes all key tools in the title (GPT-5, Pinecone, Tavily).\n\n\u2705 Uses Markdown H2 headers.\n\n\u2705 Provides step-by-step setup instructions.\n\n\u2705 Adds customization guidance.\n\n\u2705 Fixes grammar/typos (\u201cGPT-5\u201d, \u201cformat\u201d).\n\n\u2705 Suggests renaming nodes like Gmail \u2192 Send Follow-Up Email and Embeddings OpenAI \u2192 Pinecone Embeddings for clarity."
},
"typeVersion": 1
},
{
"id": "6d481c50-b1d6-409e-8878-bb53cee8e86c",
"name": "Pinecone Vector Store",
"type": "@n8n/n8n-nodes-langchain.vectorStorePinecone",
"position": [
400,
240
],
"parameters": {
"mode": "retrieve-as-tool",
"options": {},
"pineconeIndex": {
"__rl": true,
"mode": "list",
"value": "<<<PINECONE_INDEX>>>",
"cachedResultName": "<<<PINECONE_INDEX_NAME>>>"
},
"toolDescription": "Use this tool to refer to writing style, latest product updates."
},
"typeVersion": 1.3
},
{
"id": "ef01e62f-b18b-4dad-9222-a229eb1b913a",
"name": "Embeddings OpenAI",
"type": "@n8n/n8n-nodes-langchain.embeddingsOpenAi",
"position": [
480,
384
],
"parameters": {
"options": {}
},
"typeVersion": 1.2
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"connections": {
"Simple Memory": {
"ai_memory": [
[
{
"node": "GPT-5 Research & Copywriting",
"type": "ai_memory",
"index": 0
}
]
]
},
"Embeddings OpenAI": {
"ai_embedding": [
[
{
"node": "Pinecone Vector Store",
"type": "ai_embedding",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "GPT-5 Research & Copywriting",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "GPT-5 Research & Copywriting",
"type": "main",
"index": 0
}
]
]
},
"Pinecone Vector Store": {
"ai_tool": [
[
{
"node": "GPT-5 Research & Copywriting",
"type": "ai_tool",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "GPT-5 Research & Copywriting",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"GPT-5 Research & Copywriting": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
Automatic Personalized Sales Follow-Up with GPT-5, Pinecone, and Tavily Research Description
Source: https://n8n.io/workflows/8295/ — original creator credit. Request a take-down →
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