AI-powered sales assistant with Airtable CRM, Gmail and web research
Needs changesWhat this workflow does
This AI workflow has 34 nodes and runs on Airtable events (plus 1 other trigger). Along the way it connects Airtable, OpenAI Chat Model, Google Docs and Gmail.
How it runs
Trigger: On Airtable events (plus 1 other trigger).
- Switch: routes items into branches
- Switch: routes items into branches
- Google Docs: uses Google Docs
- Google Docs: uses Google Docs
- Google Docs: uses Google Docs
- Google Docs: uses Google Docs
- Google Docs: uses Google Docs
- Google Docs: uses Google Docs
- Add lead to CRM (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Airtable: uses Airtable
…plus 12 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Agent (v1.8), Add lead to CRM (v1.8), Lead summary Agent (v1.8)…: replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
- Also check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll).
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 (v1.8), Add lead to CRM (v1.8), Lead summary Agent (v1.8), AI Agent1 (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (15)
- Airtable Trigger
n8n-nodes-base.airtableTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Switch
n8n-nodes-base.switch - Google Docs
n8n-nodes-base.googleDocs - Gmail Tool
n8n-nodes-base.gmailTool - Gmail Trigger
n8n-nodes-base.gmailTrigger - Markdown
n8n-nodes-base.markdown - HTTP Request
n8n-nodes-base.httpRequest - Airtable
n8n-nodes-base.airtable - Airtable Tool
n8n-nodes-base.airtableTool - If
n8n-nodes-base.if - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Gmail
n8n-nodes-base.gmail - Google Docs Tool
n8n-nodes-base.googleDocsTool
From the author
Overview of the n8n Workflow This n8n workflow automates sales processes using AI agents integrated with Airtable as a CRM and Gmail for email handling. It consists of two main workflows: one for handling Airtable status changes to send automated emails, and…