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

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 another for processing incoming emails to add new leads to the CRM or respond to existing leads/clients. The agents personalize emails, research leads via web searches, update CRM notes, and include human approval for responses.

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Sticky Notes: Setup and Customization Guidance

The workflows include sticky notes with Markdown formatting for key instructions (assume these are added to the cloned workflows):

1. Editable Fields (Airtable and Gmail Credentials) Editable Fields - Update Airtable base ID and table ID in trigger/search nodes to match your CRM. - Set Gmail credentials for triggers and email nodes.

2. Editable Fields (API Keys and Models) Editable Fields - Replace Tavily API key in HTTP request nodes with your own (sign up at tavily.com). - Update OpenAI model in chat model nodes if needed (e.g., to gpt-4o).

3. Editable Fields (Google Docs Templates) Editable Fields - Replace Google Docs URLs in document nodes with your own templates for each status/email type. - Ensure Google Docs credentials have read access.