Qualify insurance leads using Vapi, GPT-4 proposals and Airtable
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 12 nodes and runs when someone submits an n8n form (“Harvex Insurance”) (plus 1 other trigger). Along the way it connects Airtable, Gmail, Slack and OpenAI. It also calls api.vapi.ai over HTTP.
How it runs
Trigger: When someone submits an n8n form (“Harvex Insurance”) (plus 1 other trigger).
- Create a record (Airtable): create
- Clean data (Edit Fields (Set)): sets 8 fields: Call summary , Success, date…
- Vapi call (HTTP Request): calls api.vapi.ai (POST)
- Is Qualified ? (If): checks a condition and branches into true / false
- Update record (Airtable): update
- Update record (Airtable): update
- Prepare Blueprint (OpenAI): uses OpenAI
- Send a message (Slack): uses Slack
- Send a message (Gmail): uses Gmail
- Error Handling (Slack): uses Slack
Services it uses
HTTP calls to: api.vapi.ai
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Airtable
n8n-nodes-base.airtable - HTTP Request
n8n-nodes-base.httpRequest - Webhook
n8n-nodes-base.webhook - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - OpenAI
@n8n/n8n-nodes-langchain.openAi - Edit Fields (Set)
n8n-nodes-base.set
From the author
Overview This workflow automates the "speed-to-lead" process for insurance agencies. It instantly triggers an AI voice call when a new lead comes in, qualifies their needs via conversation, and automatically generates and emails a personalized insurance…