Templates / AI-powered sales assistant with Airtable CRM, Gmail and web research

AI-powered sales assistant with Airtable CRM, Gmail and web research

Needs changes

by LeeWei ✓ · 163 views · created 2025-09-06 · Lead Nurturing, AI Chatbot

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What 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).

  1. Switch: routes items into branches
  2. Switch: routes items into branches
  3. Google Docs: uses Google Docs
  4. Google Docs: uses Google Docs
  5. Google Docs: uses Google Docs
  6. Google Docs: uses Google Docs
  7. Google Docs: uses Google Docs
  8. Google Docs: uses Google Docs
  9. Add lead to CRM (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
  10. Airtable: uses Airtable

…plus 12 more steps. See the full node list below.

Services it uses

AirtableOpenAI Chat ModelGoogle DocsGmail

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 3.0Replace 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)

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…

Excerpt from LeeWei's description on n8n.io.

View the original on n8n.io → Check your own copy

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