AI-Powered Gmail Lead Extraction to Airtable

The workflow JSON

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{
  "name": "Customer Relationship Management Final",
  "nodes": [
    {
      "parameters": {
        "model": {
          "__rl": true,
          "value": "gpt-5-mini",
          "mode": "list",
          "cachedResultName": "gpt-5-mini"
        },
        "responsesApiEnabled": false,
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "typeVersion": 1.3,
      "position": [
        -6016,
        -496
      ],
      "id": "7c266db8-2a24-4477-9c21-b1fbc0042766",
      "name": "OpenAI Chat Model",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "content": "## LEAD CAPTURE\n\n**Purpose**: Captures leads from two sources (Gmail & Google Sheets).\nAI validates if email is a real lead, extracts company name & service needed.\nCleans and standardizes data, then creates Airtable record.\n\n**Flow**: Email/Form \u2192 AI Validation \u2192 Data Cleaning \u2192 Airtable Record\n\n**Key Outcome**: Every lead automatically enters your CRM within 1 minute.",
        "height": 688,
        "width": 1936,
        "color": 4
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -7152,
        -864
      ],
      "id": "09e3c018-1aca-4949-aee9-b06ee204226c",
      "name": "Sticky Note"
    },
    {
      "parameters": {
        "content": "## LEAD ASSIGNMENT\n\n**Purpose**: Auto-assigns captured leads to account managers using round-robin.\nFinds manager with lowest workload, assigns lead, updates manager's load.\nSends auto-reply to lead + notification email to assigned manager.\n\n**Flow**: Lead Created \u2192 Find Active Manager \u2192 Assign \u2192 Notify Both\n\n**Key Outcome**: Lead assigned to right manager instantly. No manual work needed.        ",
        "height": 640,
        "width": 1952
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -7152,
        -96
      ],
      "id": "59bb4812-de3a-44b1-917b-4259c23da680",
      "name": "Sticky Note1"
    },
    {
      "parameters": {
        "content": " ## DAILY FOLLOW-UP REMINDERS\n\n**Purpose**: Every morning at 8 AM, sends managers their follow-up list.\nGroups all leads due today under each manager's name.\nOne consolidated email per manager (not spam of 5 separate emails).\n\n**Flow**: 8 AM Trigger \u2192 Find Today's Follow-ups \u2192 Group by Manager \u2192 Send Email\n\n**Key Outcome**: Leads are followed up consistently. 95%+ contact rate within 24 hours.",
        "height": 384,
        "width": 1888,
        "color": 3
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -5168,
        -864
      ],
      "id": "440b342c-b050-473e-9a02-529001b20f32",
      "name": "Sticky Note2"
    },
    {
      "parameters": {
        "content": "## PROPOSAL TRACKER\n\n**Purpose**: When lead status changes to \"Proposal Sent\", automates notifications.\nSends proposal confirmation to client, alerts finance team to prep invoice.\nMarks as processed to prevent duplicate emails.\n\n**Flow**: Status = Proposal Sent \u2192 Check if Already Triggered \u2192 Send Emails \u2192 Mark Done\n\n**Key Outcome**: Client gets excited about proposal. Finance knows to prepare invoice.",
        "height": 400,
        "width": 1904,
        "color": 7
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -5168,
        -448
      ],
      "id": "4d316f6c-f2e6-472d-9610-0e87c39f4814",
      "name": "Sticky Note3"
    },
    {
      "parameters": {
        "content": "## DEAL WON PROCESS\n\n**Purpose**: When lead status changes to \"Won\", orchestrates project handoff.\nCreates new project record, sends congratulations email, alerts project manager.\nMarks as processed to prevent duplicate project creation.\n\n**Flow**: Status = Won \u2192 Create Project \u2192 Send Congratulations \u2192 Alert PM \u2192 Mark Done\n\n**Key Outcome**: Lead becomes project instantly. Onboarding automated. No handoff delays.",
        "height": 544,
        "width": 1904,
        "color": 5
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        -5168,
        0
      ],
      "id": "37211597-e65b-41a0-9b7f-a8a5191cb38d",
      "name": "Sticky Note4"
    },
    {
      "parameters": {
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "simple": false,
        "filters": {},
        "options": {}
      },
      "type": "n8n-nodes-base.gmailTrigger",
      "typeVersion": 1.3,
      "position": [
        -7056,
        -640
      ],
      "id": "8995de05-6c66-4a1e-90c5-9b188c5120dc",
      "name": "New Email Received",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "modelId": {
          "__rl": true,
          "value": "gpt-5.1",
          "mode": "list",
          "cachedResultName": "GPT-5.1"
        },
        "responses": {
          "values": [
            {
              "content": "={{ $json.text }}"
            },
            {
              "role": "system",
              "content": "=You are an email expert for an agency that offers the following services. Social media management, graphic design, web development, brand strategy \n\nYour job is to analyze new emails to determine if the email is a new customer lead. If yes, the output should be yes. If no, the output should be no"
            }
          ]
        },
        "builtInTools": {},
        "options": {}
      },
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "typeVersion": 2,
      "position": [
        -6832,
        -640
      ],
      "id": "1fd6a73f-bec0-46e2-afba-4ce9f4b82930",
      "name": "Validate Lead Email",
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 2
          },
          "conditions": [
            {
              "id": "647e53f0-fe14-43b3-90e7-b2b84d739cfe",
              "leftValue": "={{ $json.output[0].content[0].text }}",
              "rightValue": "yes",
              "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
              }
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.2,
      "position": [
        -6480,
        -640
      ],
      "id": "3fa1bb42-9f93-4e38-b601-6392c12ab120",
      "name": "Is Valid Lead?"
    },
    {
      "parameters": {
        "operation": "addLabels",
        "messageId": "={{ $('New Email Received').item.json.id }}",
        "labelIds": [
          "Label_3492968367538902772"
        ]
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -6256,
        -640
      ],
      "id": "d4e48d18-e07a-43d5-958a-5ce313ea9e54",
      "name": "Label as Lead",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "text": "={{ $('New Email Received').item.json.text }}",
        "attributes": {
          "attributes": [
            {
              "name": "Client Name",
              "description": "The name of the comany"
            },
            {
              "name": "Service Needed",
              "description": "The service the client needs"
            }
          ]
        },
        "options": {
          "systemPromptTemplate": "You are information Extractor for an agency that offers the following services. Social media management, graphic design, web development, brand strategy.\n\nYour job is to analyze new lead emails to extract information relating to Name of the client and the services needed by the client"
        }
      },
      "type": "@n8n/n8n-nodes-langchain.informationExtractor",
      "typeVersion": 1.2,
      "position": [
        -6032,
        -640
      ],
      "id": "092a068a-e02b-4f13-bd49-ed4418ac5f63",
      "name": "Extract Lead Data"
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "7a2fcacb-3b98-4a7b-a0b8-7f57c212180d",
              "name": "Name",
              "value": "={{ $json.output['Client Name'] }}",
              "type": "string"
            },
            {
              "id": "0942af5a-eb5a-4b5e-867b-525371bb4f0b",
              "name": "Services Needed",
              "value": "={{ $json.output['Service Needed'] }}",
              "type": "string"
            },
            {
              "id": "08747ebb-a672-4a53-b8e1-5dc831968634",
              "name": "Email",
              "value": "={{ $('New Email Received').item.json.from.value[0].address }}",
              "type": "string"
            },
            {
              "id": "7d29039b-9084-40b8-a4b5-b9c91a534a1f",
              "name": "date received",
              "value": "={{ new Date($('New Email Received').item.json.headers.date).toLocaleString('en-US', { year: 'numeric', month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', hour12: false }) }}",
              "type": "string"
            },
            {
              "id": "22e77b49-3b87-4a27-88c2-cdee231992e9",
              "name": "Message",
              "value": "={{ $('New Email Received').item.json.text }}",
              "type": "string"
            },
            {
              "id": "102565f9-5e56-4b16-88e7-1ab10a99e6ac",
              "name": "Follow-up Date",
              "value": "={{ new Date(new Date($('New Email Received').item.json.headers.date).getTime() + 3600000).toLocaleString('en-US', { year: 'numeric', month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', hour12: false }) }}",
              "type": "string"
            },
            {
              "id": "5c943027-ac47-403a-841a-8bcc9ddf13e7",
              "name": "Lead Source",
              "value": "Email",
              "type": "string"
            },
            {
              "id": "22d8f3de-17f8-408f-90ac-63c623ee2a81",
              "name": "Status",
              "value": "New",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        -5680,
        -640
      ],
      "id": "d920155e-e70a-485f-99b2-a20355cf8060",
      "name": "Format for Airtable"
    },
    {
      "parameters": {
        "operation": "create",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tbl7qoIqxlTFfY1LM",
          "mode": "list",
          "cachedResultName": "Lead Capture",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "Name": "={{ $json.Name }}",
            "Service Needed": "={{ $json['Services Needed'] }}",
            "Email": "={{ $json.Email }}",
            "Source": "={{ $json['Lead Source'] }}",
            "Date Received": "={{ $json['date received'] }}",
            "Follow-up Date": "={{ $json['Follow-up Date'] }}",
            "Status": "={{ $json.Status }}"
          },
          "matchingColumns": [],
          "schema": [
            {
              "id": "Name",
              "displayName": "Name",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Service Needed",
              "displayName": "Service Needed",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Email",
              "displayName": "Email",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Source",
              "displayName": "Source",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Date Received",
              "displayName": "Date Received",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Follow-up Date",
              "displayName": "Follow-up Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Status",
              "displayName": "Status",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "New",
                  "value": "New"
                },
                {
                  "name": "Contacted",
                  "value": "Contacted"
                },
                {
                  "name": "Won",
                  "value": "Won"
                }
              ],
              "readOnly": false,
              "removed": false
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -5456,
        -640
      ],
      "id": "bb8aa9e6-0332-4597-848c-365652503465",
      "name": "Create Lead Record",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "pollTimes": {
          "item": [
            {
              "mode": "everyX",
              "value": 5,
              "unit": "minutes"
            }
          ]
        },
        "documentId": {
          "__rl": true,
          "value": "1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI",
          "mode": "list",
          "cachedResultName": "Brands Avenue Digital",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI/edit?usp=drivesdk"
        },
        "sheetName": {
          "__rl": true,
          "value": 1532405585,
          "mode": "list",
          "cachedResultName": "Leads Capture",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1Jrxu61CbV09dtw52iPqQnfkLCZ4hbUf2PAKeflS7KhI/edit#gid=1532405585"
        },
        "event": "rowAdded",
        "options": {}
      },
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "typeVersion": 1,
      "position": [
        -7072,
        -368
      ],
      "id": "c02c640a-b792-4e76-be2a-93c196251df4",
      "name": "New Row Added",
      "credentials": {
        "googleSheetsTriggerOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "assignments": {
          "assignments": [
            {
              "id": "978474b6-4ea4-4d32-b2a9-e14ad9fd5bc8",
              "name": "Name",
              "value": "={{ $json.Name }}",
              "type": "string"
            },
            {
              "id": "186431ec-eda8-4334-a15b-3576307ae3d6",
              "name": "Phone",
              "value": "={{ $json.Phone }}",
              "type": "string"
            },
            {
              "id": "97a633aa-e9ea-4b22-b17e-fdd12e4aa9a4",
              "name": "Email",
              "value": "={{ $json.Email }}",
              "type": "string"
            },
            {
              "id": "fdef1c71-5ec8-47f7-911b-f3a0939045df",
              "name": "Source",
              "value": "={{ $json.Source }}",
              "type": "string"
            },
            {
              "id": "2d803602-2f71-446e-be8e-9568f4d286eb",
              "name": "Service Interested",
              "value": "={{ $json['Service Interested'] }}",
              "type": "string"
            },
            {
              "id": "33b44fc5-0886-4408-a1c3-8095e309c42c",
              "name": "Message",
              "value": "={{ $json.Message }}",
              "type": "string"
            },
            {
              "id": "109d8328-50f6-4d4c-951e-d85eb6ff620e",
              "name": "Lead Status",
              "value": "={{ $json['Lead Status'] }}",
              "type": "string"
            },
            {
              "id": "a1145145-69ed-4855-a7b4-a39e64af80d5",
              "name": "Date Received",
              "value": "={{ $json.Timestamp }}",
              "type": "string"
            },
            {
              "id": "89eb237d-06e1-414f-801c-1d68759180ed",
              "name": "Follow-up Date",
              "value": "={{ new Date(new Date($json.Timestamp).getTime() + 3600000).toLocaleString(\"en-US\", {\n    month: \"2-digit\",\n    day: \"2-digit\",\n    year: \"numeric\",\n    hour: \"2-digit\",\n    minute: \"2-digit\",\n    second: \"2-digit\",\n    hour12: false\n}) }}\n\n",
              "type": "string"
            }
          ]
        },
        "options": {}
      },
      "type": "n8n-nodes-base.set",
      "typeVersion": 3.4,
      "position": [
        -6832,
        -368
      ],
      "id": "3865750b-9d83-4806-8e82-14cf46ceae84",
      "name": "Format Sheets Data"
    },
    {
      "parameters": {
        "operation": "create",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tbl7qoIqxlTFfY1LM",
          "mode": "list",
          "cachedResultName": "Lead Capture",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "Name": "={{ $json.Name }}",
            "Service Needed": "={{ $json['Service Interested'] }}",
            "Email": "={{ $json.Email }}",
            "Source": "={{ $json.Source }}",
            "Date Received": "={{ $json['Date Received'] }}",
            "Follow-up Date": "={{ $json['Follow-up Date'] }}",
            "Status": "={{ $json['Lead Status'] }}",
            "Phone number": "={{ $json.Phone }}"
          },
          "matchingColumns": [],
          "schema": [
            {
              "id": "Lead Order",
              "displayName": "Lead Order",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": true,
              "removed": true
            },
            {
              "id": "Name",
              "displayName": "Name",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Service Needed",
              "displayName": "Service Needed",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Email",
              "displayName": "Email",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Source",
              "displayName": "Source",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Date Received",
              "displayName": "Date Received",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Follow-up Date",
              "displayName": "Follow-up Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Status",
              "displayName": "Status",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "New",
                  "value": "New"
                },
                {
                  "name": "Contacted",
                  "value": "Contacted"
                },
                {
                  "name": "Won",
                  "value": "Won"
                }
              ],
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Phone number",
              "displayName": "Phone number",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -6608,
        -368
      ],
      "id": "799bef23-bdfd-4195-af1e-ec41106c8a12",
      "name": "Create Lead from Sheets",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "authentication": "YOUR_API_KEY_HERE",
        "baseId": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "id"
        },
        "tableId": {
          "__rl": true,
          "value": "tbl7qoIqxlTFfY1LM",
          "mode": "id"
        },
        "triggerField": "Lead Order",
        "additionalFields": {}
      },
      "type": "n8n-nodes-base.airtableTrigger",
      "typeVersion": 1,
      "position": [
        -6928,
        288
      ],
      "id": "bbfaa360-ef19-4419-a49d-7637725256e2",
      "name": "Lead Order Created",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "search",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblBp5K7vzCzjVaYL",
          "mode": "list",
          "cachedResultName": "Account Managers",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblBp5K7vzCzjVaYL"
        },
        "filterByFormula": "{Active} = \"Active\"",
        "returnAll": false,
        "limit": 1,
        "options": {},
        "sort": {
          "property": [
            {
              "field": "Current Load"
            }
          ]
        }
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -6704,
        288
      ],
      "id": "d3d1cc1d-b209-49ab-9f27-a32f348fe168",
      "name": "Get Active Managers",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "update",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tbl7qoIqxlTFfY1LM",
          "mode": "list",
          "cachedResultName": "Lead Capture",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tbl7qoIqxlTFfY1LM"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "Account Manager": "={{ $json['Account Manager'] }}",
            "id": "={{ $('Lead Order Created').item.json.id }}"
          },
          "matchingColumns": [
            "id"
          ],
          "schema": [
            {
              "id": "id",
              "displayName": "id",
              "required": false,
              "defaultMatch": true,
              "display": true,
              "type": "string",
              "readOnly": true,
              "removed": false
            },
            {
              "id": "Lead Order",
              "displayName": "Lead Order",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": true,
              "removed": true
            },
            {
              "id": "Name",
              "displayName": "Name",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Service Needed",
              "displayName": "Service Needed",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Email",
              "displayName": "Email",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Source",
              "displayName": "Source",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Date Received",
              "displayName": "Date Received",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Follow-up Date",
              "displayName": "Follow-up Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Status",
              "displayName": "Status",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "New",
                  "value": "New"
                },
                {
                  "name": "Contacted",
                  "value": "Contacted"
                },
                {
                  "name": "Won",
                  "value": "Won"
                }
              ],
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Phone number",
              "displayName": "Phone number",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Account Manager",
              "displayName": "Account Manager",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": false
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -6480,
        288
      ],
      "id": "2ea255d4-30a5-4a7d-81fc-b72c5d351598",
      "name": "Assign Manager to Lead",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "update",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblBp5K7vzCzjVaYL",
          "mode": "list",
          "cachedResultName": "Account Managers",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblBp5K7vzCzjVaYL"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "id": "={{ $('Get Active Managers').item.json.id }}",
            "Active": "Inactive",
            "Current Load": "={{ $('Get Active Managers').item.json['Current Load'] + 1 }}\n"
          },
          "matchingColumns": [
            "id"
          ],
          "schema": [
            {
              "id": "id",
              "displayName": "id",
              "required": false,
              "defaultMatch": true,
              "display": true,
              "type": "string",
              "readOnly": true,
              "removed": false
            },
            {
              "id": "Account Manager",
              "displayName": "Account Manager",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Email",
              "displayName": "Email",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Phone",
              "displayName": "Phone",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Active",
              "displayName": "Active",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "Active",
                  "value": "Active"
                },
                {
                  "name": "Inactive",
                  "value": "Inactive"
                }
              ],
              "readOnly": false,
              "removed": false
            },
            {
              "id": "Current Load",
              "displayName": "Current Load",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "number",
              "readOnly": false,
              "removed": false
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -6256,
        288
      ],
      "id": "e73a8d2c-bd8f-4cd7-a695-e9f329b7981e",
      "name": "Update Manager Status",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "={{ $('Lead Order Created').item.json.fields.Email }}",
        "subject": "=We received your inquiry - Brands Avenue Digital",
        "message": "=<h2>Hi {{ $('Lead Order Created').item.json.fields.Name }},</h2>\n\n<p>Thank you for reaching out to Brands Avenue Digital!</p>\n<p>We received your inquiry about <strong>{{ $('Lead Order Created').item.json.fields['Service Needed'] }}</strong> services.</p>\n\n<p><strong>Next Steps:</strong></p>\n<ul>\n  <li>Our team member <strong>{{ $json.fields['Account Manager'] }}</strong> will review your details</li>\n  <li>You'll receive a call or message within <strong>24 hours</strong></li>\n  <li>We'll discuss your project needs and provide a custom quote</li>\n</ul>\n\n\n<p>If you have any urgent questions, feel free to reach out directly.</p>\n\n<p>Best regards,<br>\n<strong>Brands Avenue Digital Team</strong><br>\nLagos, Nigeria</p>",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -6032,
        192
      ],
      "id": "504fc454-e122-48b0-9375-235e12c56d3f",
      "name": "Auto-Reply to Lead",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "={{ $json.fields.Email }}",
        "subject": "=New Lead Assigned:{{ $('Lead Order Created').item.json.fields.Name }}",
        "message": "=<p><strong>{{ $('Lead Order Created').item.json.fields.Name }}</strong> just submitted a lead form.</p>\n\n<table style=\"border-collapse: collapse; width: 100%;\">\n  <tr>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\"><strong>Contact:</strong></td>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\">{{ $('Lead Order Created').item.json.fields.Name }}</td>\n  </tr>\n  <tr>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\"><strong>Phone:</strong></td>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\">{{ $('Lead Order Created').item.json.fields['Phone number'] }}</td>\n  </tr>\n  <tr>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\"><strong>Email:</strong></td>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\">{{ $('Lead Order Created').item.json.fields.Email }}</td>\n  </tr>\n  <tr>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\"><strong>Service:</strong></td>\n    <td style=\"border: 1px solid #ddd; padding: 8px;\">{{ $('Lead Order Created').item.json.fields['Service Needed'] }}</td>\n  </tr>\n</table>\n\n<p><strong>ACTION REQUIRED:</strong> Contact within 24 hours!</p>\n<p><a href=\"https://airtable.com/app1Bq7PpPmCrHRlI/shrrj7mhV9K14tDGa\">View in Airtable</a></p>",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -6032,
        384
      ],
      "id": "6c037a42-015f-4314-95f7-23b9d11b91c3",
      "name": "Notify Assigned Manager",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 8
            }
          ]
        }
      },
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        -4880,
        -656
      ],
      "id": "9bd75605-3892-4e5e-add4-4579988cc4c7",
      "name": "8 AM Daily Trigger"
    },
    {
      "parameters": {
        "operation": "search",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblrHux0H3flm8g8w",
          "mode": "list",
          "cachedResultName": "Lead Qualification",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblrHux0H3flm8g8w"
        },
        "filterByFormula": "{Follow-up Date} <= TODAY()",
        "returnAll": false,
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -4656,
        -656
      ],
      "id": "8dbc492e-7224-4477-b269-e5a9557f3e2b",
      "name": "Search Today's Follow-ups",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "search",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblBp5K7vzCzjVaYL",
          "mode": "list",
          "cachedResultName": "Account Managers",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblBp5K7vzCzjVaYL"
        },
        "filterByFormula": "={Account Manager} = \"{{ $json['Assigned To'] }}\"",
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -4432,
        -656
      ],
      "id": "514ad0b2-07c4-4776-af15-f19cdbfddda2",
      "name": "Get Manager Contact Info",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "jsCode": "// Get all items from the current execution\nconst items = $input.all();\n\n// Group leads by account manager email\nconst leadsByManager = {};\n\nfor (let i = 0; i < items.length; i++) {\n  const currentItem = items[i];\n  const managerEmail = currentItem.json.Email;\n  const managerName = currentItem.json['Account Manager'];\n  \n  // Get the corresponding lead data from the Follow-up node\n  const leadData = $('Search Today's Follow-ups').all()[i].json;\n  \n  if (!leadsByManager[managerEmail]) {\n    leadsByManager[managerEmail] = {\n      email: managerEmail,\n      managerName: managerName,\n      leads: []\n    };\n  }\n  \n  leadsByManager[managerEmail].leads.push({\n    name: leadData.Name || 'N/A',\n    budget: leadData['Budget Range'] || 'N/A',\n    lastContact: leadData['Last Contact'] || 'N/A',\n    notes: leadData.Notes || 'N/A'\n  });\n}\n\n// Convert to array for output\nreturn Object.values(leadsByManager).map(manager => ({\n  json: manager\n}));"
      },
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        -4208,
        -656
      ],
      "id": "d15507e4-02fc-42b6-85c7-3c81812674ef",
      "name": "Group Leads by Manager"
    },
    {
      "parameters": {
        "sendTo": "={{ $json.email }}",
        "subject": "=Follow-up Reminders for Today",
        "emailType": "text",
        "message": "=Hi {{ $json.managerName }},\n\nYou have {{ $json.leads.length }} follow-up(s) scheduled for today:\n\n{{ $json.leads.map((lead, index) => \n  `${index + 1}. ${lead.name} (${lead.budget} budget)\n   Last Contact: ${lead.lastContact}\n   Notes: ${lead.notes}\n   ---`\n).join('\\n\\n') }}\n\nBest regards\n",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -3984,
        -656
      ],
      "id": "9fc8d7c5-2537-444d-be25-d85ba156e64b",
      "name": "Send Follow-up Reminder",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours"
            }
          ]
        }
      },
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        -4848,
        -192
      ],
      "id": "869316db-4a3e-4f5d-96bd-ee2c94eb6012",
      "name": "Hourly Check"
    },
    {
      "parameters": {
        "operation": "search",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblrHux0H3flm8g8w",
          "mode": "list",
          "cachedResultName": "Lead Qualification",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblrHux0H3flm8g8w"
        },
        "filterByFormula": "Status = \"Proposal Sent\"",
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -4624,
        -192
      ],
      "id": "a0cfab25-b180-43a3-b062-08efc8b06692",
      "name": "Search Proposals Sent",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 2
          },
          "conditions": [
            {
              "id": "6a53de1e-d142-4a5d-a973-b0e5aa82569e",
              "leftValue": "={{ $json['Proposal Workflow Triggered'] }}",
              "rightValue": "False",
              "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
              }
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.filter",
      "typeVersion": 2.2,
      "position": [
        -4400,
        -192
      ],
      "id": "447d1251-7c99-4bc8-af68-58218dbf0b81",
      "name": "Conditional: Has Workflow Triggered?"
    },
    {
      "parameters": {
        "sendTo": "={{ $json.Email }}",
        "subject": "=Proposal Received - \u20a6{{ $json['Proposal Amount'] }}",
        "emailType": "text",
        "message": "=Hi {{ $json.Name }},\n\nThank you for your interest! We've prepared a proposal for \u20a6{{ $json['Proposal Amount'] }}.\n\nProposal Details:\n- Amount: \u20a6{{ $json['Proposal Amount'] }}\n- Date Sent: {{ $json['Follow-up Date'] }}\n- Expected Closing: {{ $json['Expected Close Date'] }}\n\nWe'll follow up with you in the next few days. If you have any questions, feel free to reach out!\n\nBest regards,\n{{ $json['Assigned To'] }}",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -4176,
        -192
      ],
      "id": "672ce8b6-401c-418a-bf43-ec633d7601ee",
      "name": "Send Proposal to Client",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "sendTo": "example@email.com",
        "subject": "New Proposal Sent - Invoice Prep Required",
        "emailType": "text",
        "message": "=Hi Finance Team,\n\nA new proposal has been sent. Please prepare for potential invoice processing.\n\nLead Details:\n- Name: {{ $('Conditional: Has Workflow Triggered?').item.json.Name }}\n- Email: {{ $('Conditional: Has Workflow Triggered?').item.json.Email }}\n- Phone: {{ $('Conditional: Has Workflow Triggered?').item.json.Phone }}\n- Proposal Amount: \u20a6{{ $('Conditional: Has Workflow Triggered?').item.json['Proposal Amount'] }}\n- Expected Close Date: {{ $('Conditional: Has Workflow Triggered?').item.json['Expected Close Date'] }}\n- Probability: {{ $('Conditional: Has Workflow Triggered?').item.json['Probability (%)'] }}\n\nAirtable Record: https://airtable.com/app1Bq7PpPmCrHRlI/shrrj7mhV9K14tDGa {{ $('Conditional: Has Workflow Triggered?').item.json.id }}\n\nThanks!",
        "options": {
          "appendAttribution": false
        }
      },
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2.1,
      "position": [
        -3952,
        -192
      ],
      "id": "63bf9831-4090-481e-9a0a-5e576bc8a52d",
      "name": "Alert Finance Team",
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "update",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblrHux0H3flm8g8w",
          "mode": "list",
          "cachedResultName": "Lead Qualification",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblrHux0H3flm8g8w"
        },
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "id": "={{ $('Search Proposals Sent').item.json.id }}",
            "Proposal Workflow Triggered": "True"
          },
          "matchingColumns": [
            "id"
          ],
          "schema": [
            {
              "id": "id",
              "displayName": "id",
              "required": false,
              "defaultMatch": true,
              "display": true,
              "type": "string",
              "readOnly": true,
              "removed": false
            },
            {
              "id": "Name",
              "displayName": "Name",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Phone",
              "displayName": "Phone",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Email",
              "displayName": "Email",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Company",
              "displayName": "Company",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "LinkedIn",
              "displayName": "LinkedIn",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Service Interested",
              "displayName": "Service Interested",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Budget Range",
              "displayName": "Budget Range",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Timeline",
              "displayName": "Timeline",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Specific Needs",
              "displayName": "Specific Needs",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Status",
              "displayName": "Status",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "New",
                  "value": "New"
                },
                {
                  "name": "Contacted",
                  "value": "Contacted"
                },
                {
                  "name": "Qualified",
                  "value": "Qualified"
                },
                {
                  "name": "Proposal Sent",
                  "value": "Proposal Sent"
                },
                {
                  "name": "Won",
                  "value": "Won"
                },
                {
                  "name": "Lost",
                  "value": "Lost"
                }
              ],
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Lead Score",
              "displayName": "Lead Score",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "number",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Assigned To",
              "displayName": "Assigned To",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Date Assigned",
              "displayName": "Date Assigned",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "First Contact Date",
              "displayName": "First Contact Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Follow-up Date",
              "displayName": "Follow-up Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Last Contact",
              "displayName": "Last Contact",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Contact Count",
              "displayName": "Contact Count",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "number",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Notes",
              "displayName": "Notes",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Proposal Amount",
              "displayName": "Proposal Amount",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "number",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Expected Close Date",
              "displayName": "Expected Close Date",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "dateTime",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Probability (%)",
              "displayName": "Probability (%)",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "number",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Service Line",
              "displayName": "Service Line",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "string",
              "readOnly": false,
              "removed": true
            },
            {
              "id": "Proposal Workflow Triggered",
              "displayName": "Proposal Workflow Triggered",
              "required": false,
              "defaultMatch": false,
              "canBeUsedToMatch": true,
              "display": true,
              "type": "options",
              "options": [
                {
                  "name": "True",
                  "value": "True"
                },
                {
                  "name": "False",
                  "value": "False"
                }
              ],
              "readOnly": false,
              "removed": false
            }
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -3728,
        -192
      ],
      "id": "7e1f74a4-0019-45fd-aeee-29794c9dbbed",
      "name": "Mark Proposal Triggered",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours"
            }
          ]
        }
      },
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        -4976,
        304
      ],
      "id": "db15044c-ccea-4b36-bd99-769bc9ca18ae",
      "name": "Hourly Check1"
    },
    {
      "parameters": {
        "operation": "search",
        "base": {
          "__rl": true,
          "value": "app1Bq7PpPmCrHRlI",
          "mode": "list",
          "cachedResultName": "CRM",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI"
        },
        "table": {
          "__rl": true,
          "value": "tblrHux0H3flm8g8w",
          "mode": "list",
          "cachedResultName": "Lead Qualification",
          "cachedResultUrl": "https://airtable.com/app1Bq7PpPmCrHRlI/tblrHux0H3flm8g8w"
        },
        "filterByFormula": "Status = 'Won'",
        "options": {}
      },
      "type": "n8n-nodes-base.airtable",
      "typeVersion": 2.1,
      "position": [
        -4752,
        304
      ],
      "id": "20b00f03-ff6e-4853-8c3f-751bd0ed16fe",
      "name": "Search Won Deals",
      "credentials": {
        "airtableTokenApi": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "strict",
            "version": 2
          },
          "conditions": [
            {
              "id": "4d749847-9c06-42b7-af43-eebf6a5e6a07",
              "leftValue": "={{ $json['Proposal Won Triggered'] }}",
              "rightValue": "False",
              "operator": {
                "type": "string",
                "operation": "equals",
                "name": "filter.operator.equals"
              }
            }
          ],
          "combinator": "and"
        },
        "options": {}
      },
      "type": "n8n-nodes-base.filter",
      "typeVersion": 2.2,
      "position": [
        -4528,
        304
      ],
      "id": "e9ccfd59-d034-4b2b-ada7-9c2424ab7654",
      "name": "Has Workflow Trigg

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• airtableTokenApi
• gmailOAuth2
• googleSheetsTriggerOAuth2Api
• openAiApi

About this workflow

Customer Relationship Management Final. Uses lmChatOpenAi, gmailTrigger, openAi, gmail. Event-driven trigger; 40 nodes.

Source: https://github.com/tabii-dev/n8n-Portfolio/blob/main/ai-agency-crm-system/CRM-Workflow.json — original creator credit. Request a take-down →

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