Automate sales call research and follow-ups with GPT-4, Tavily, Google Sheets
Needs changesNeeds changes. This template uses 2 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes), HTTP Request Tool (legacy). 2 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 13 nodes and runs manually, when you click “Execute workflow”. Along the way it connects OpenAI Chat Model, Google Sheets and HTTP Request. It also calls api.tavily.com over HTTP.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Review Calls (Google Sheets): uses Google Sheets
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 3 tools (Fetch Product List, Update Prospect Research, Company Research (Tavily)); output parser: Structured Output Parser
- Sales Writing Assistant (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 2 tools (Fetch Success Stories, Update Follow-up Messages); output parser: Structured Output Parser
Services it uses
HTTP calls to: api.tavily.com
Before you upgrade to n8n 3.0
2 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent (v1.9), Sales Writing Assistant (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
- HTTP Request Tool (legacy) in Company Research (Tavily): replace with HTTP Request node connected to the AI Agent's Tool input.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Agent (v1.9), Sales Writing Assistant (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
| HTTP Request Tool (legacy) Company Research (Tavily) | HTTP Request node connected to the AI Agent's Tool input |
Nodes used (7)
- Manual Trigger
n8n-nodes-base.manualTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Google Sheets
n8n-nodes-base.googleSheets - HTTP Request Tool
@n8n/n8n-nodes-langchain.toolHttpRequest - Google Sheets Tool
n8n-nodes-base.googleSheetsTool
From the author
Description This n8n template automates prospect research and personalized follow-up writing right after a sales call is booked. It gathers company background, tech stack, and updates; suggests relevant solutions; and then drafts a handcrafted email, subject…