Automate sales outreach with OpenAI, Tavily & Google Sheets for prospect research

⚙️ Sales Assistant Build: Automate Prospect Research and Personalized Outreach for Sales Calls

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🚀 Steps to Connect:

1. Google Sheets Setup - Connect your Google account via OAuth2 in the "Review Calls", "Product List", "Testimonials Tool", "Update Sheet", and "Update Sheets 2" nodes. - Duplicate the mock Google Sheet (ID: 1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4) to your drive and update the documentId in all Google Sheets nodes to match your copy's ID. - Ensure the sheet has tabs for "Meeting Data", "Products", and "Success Stories" populated with your data. - Setup time: ~5 minutes.

2. OpenAI API Key - Go to [OpenAI](https://platform.openai.com/) and generate your API key. - Paste this key into the credentials for both "OpenAI Chat Model" and "OpenAI Chat Model1" nodes. - Setup time: ~2 minutes.

3. Tavily API Key - Sign up at [Tavily](https://tavily.com/) and get your API key. - In the "Tavily" node, replace the placeholder apikey in the JSON body with your key (e.g., "apikey": "your-tavily-key-here"). - Setup time: ~3 minutes.

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How it Works • Triggers on a new sales call booking (manual for testing). • Pulls prospect details from Google Sheets and researches their company, tech stack, and updates using Tavily. • Matches relevant products/solutions from your product list and updates the sheet. • Generates personalized email confirmation (subject + body) and SMS using testimonials for relevance. • Updates the sheet with the outreach content for easy follow-up.