{"workflow":{"id":13529,"name":"Run an AI SDR sales pipeline with OpenAI, Google Sheets, Gmail and Calendar","views":1306,"recentViews":5,"totalViews":1306,"createdAt":"2026-02-20T04:12:27.932Z","description":"# This n8n template is a complete, automated sales operating system. It acts as an AI-powered sales development representative (SDR) that moves leads into a CRM, sends highly personalized follow-up sequences, tracks calendar bookings, and automatically handles meeting no-shows.\n\nInstead of manually tracking who needs to be emailed next or cross-referencing your calendar with your spreadsheet, this workflow handles the entire outreach lifecycle in the background.\n\n## How it works\n\nThis template is divided into four autonomous processes:\n\n**1. The CRM Agent:** A scheduled trigger runs daily to pull fresh leads from a temporary \"Lead List\" Google Sheet, adds them to your master CRM Sheet, formats the data, and then resets the temporary list so it's ready for the next batch.\n\n**2. The Follow-Up Agent:** A scheduled trigger checks your CRM for active leads who haven't booked a call yet and haven't been emailed in the last 48 hours. Using an OpenAI language model, it customizes one of three sequential follow-up templates based on the prospect's name, role, company, and industry. It sends the email via Gmail and automatically logs \nthe follow-up count and date in your CRM.\n\n**3. The Concierge Agent:** Whenever a new event is created in Google Calendar, this flow intercepts it. If it matches your criteria, it finds the attendee's email in your CRM and updates their status to indicate a call is scheduled—instantly pulling them out of the automated follow-up sequence.\n\n**4. The No-Show Agent:** Every 6 hours, a trigger checks your CRM for anyone explicitly marked as a \"No Show.\" It sends them a polite, automated email via Gmail offering to reschedule and updates their CRM status so they aren't emailed twice.\n\n## How to use\n\n1. Duplicate the required Google Sheets structure (a basic Lead List and a CRM with columns for contact info, sequence tracking, and call statuses).\n\n2. Authenticate your Google Sheets, Google Calendar, and Gmail accounts within n8n.\n\n3. Update the Google Calendar trigger to point to your specific booking calendar.\n\n4. Open the AI LLM Chain nodes to customize the email copy, replacing the placeholder calendar links and my sign-off with your own details.\n\n5. Activate the workflow and let your automated sales pipeline run.\n\n## What you get\n\n* Automated data entry from lead list to CRM\n* 3-step, AI-personalized email sequence\n* Automatic sequence halting when a prospect books a call\n* Automated rescheduling emails for missed meetings\n* A completely self-updating Google Sheets CRM\n\n## Requirements\n\n* Google Sheets access\n* Gmail account\n* Google Calendar account\n* OpenAI API credentials for email personalization\n\n## Need help?\n\nAsk in the [n8n Forum](https://community.n8n.io/) or shoot me a DM on [LinkedIn](http://linkedin.com/in/vincentthenguyen/).\n\nHappy automating 🚀","workflow":{"meta":{"instanceId":"8399f3e7d317d961a0e06925addf44b109e82ecba0b90e5dca19c5cb90fe9a14"},"nodes":[{"id":"c04df318-1ba8-45ed-9714-6082975dba18","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[0,0],"parameters":{"width":1584,"height":496,"content":"# Flow 1: CRM Agent\nMoves leads from Lead List to CRM"},"typeVersion":1},{"id":"f7eba756-3dfc-4d29-bc13-6831a537f69f","name":"Schedule Trigger","type":"n8n-nodes-base.scheduleTrigger","position":[64,208],"parameters":{"rule":{"interval":[{"field":"hours","hoursInterval":24}]}},"typeVersion":1.2},{"id":"96fdc901-baed-478c-9f7b-073084089545","name":"Email List","type":"n8n-nodes-base.googleSheets","position":[272,208],"parameters":{"options":{},"sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1msNLqoZHeImb8laBvKrkNvZHFRwuGiZyTqJvXJjEmjk/edit?usp=drivesdk","cachedResultName":"[AFT] The Sales Agent - 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\n\nHere's my calendar: [Book a quick call](https://calendar.app.google/iSiNxcUzP2ajSMtT8)\n\nOr if you'd prefer, just reply with a time that works better for you.\n\nBest,\nVincent\n","options":{"appendAttribution":false},"subject":"Quick follow-up on our call","emailType":"text"},"credentials":{"gmailOAuth2":{"id":"credential-id","name":"Gmail account"}},"typeVersion":2.1},{"id":"07c8fe5f-d789-49ef-85b8-e10850763eb0","name":"Update No-Show Status","type":"n8n-nodes-base.googleSheets","position":[1376,1312],"parameters":{"columns":{"value":{"Showed Call?":"Followed up","Contact Email":"{{ $('Check for \"No Shows\"').item.json['Contact Email'] }}"},"schema":[{"id":"ID","type":"string","display":true,"removed":true,"required":false,"displayName":"ID","defaultMatch":false,"canBeUsedToMatch":true},{"id":"First Name","type":"string","display":true,"removed":true,"required":false,"displayName":"First Name","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Last Name","type":"string","display":true,"removed":true,"required":false,"displayName":"Last Name","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Role","type":"string","display":true,"removed":true,"required":false,"displayName":"Role","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Company Name","type":"string","display":true,"removed":true,"required":false,"displayName":"Company Name","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Company Address","type":"string","display":true,"removed":true,"required":false,"displayName":"Company Address","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Company Industry","type":"string","display":true,"removed":true,"required":false,"displayName":"Company Industry","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Contact Email","type":"string","display":true,"removed":false,"required":false,"displayName":"Contact Email","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Contact Phone(optional)","type":"string","display":true,"removed":true,"required":false,"displayName":"Contact Phone(optional)","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Website (optional)","type":"string","display":true,"removed":true,"required":false,"displayName":"Website (optional)","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Started Sequence?","type":"string","display":true,"removed":true,"required":false,"displayName":"Started Sequence?","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Sequence Last Date","type":"string","display":true,"removed":true,"required":false,"displayName":"Sequence Last Date","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Follow Ups","type":"string","display":true,"removed":true,"required":false,"displayName":"Follow Ups","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Call Scheduled?","type":"string","display":true,"removed":true,"required":false,"displayName":"Call Scheduled?","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Showed Call?","type":"string","display":true,"required":false,"displayName":"Showed Call?","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Sales Transcript ID ","type":"string","display":true,"removed":true,"required":false,"displayName":"Sales Transcript ID ","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Latest/Closed Transcript ID","type":"string","display":true,"removed":true,"required":false,"displayName":"Latest/Closed Transcript ID","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Proposal sent?","type":"string","display":true,"removed":true,"required":false,"displayName":"Proposal sent?","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Closed?","type":"string","display":true,"removed":true,"required":false,"displayName":"Closed?","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Contract Sent? ","type":"string","display":true,"removed":true,"required":false,"displayName":"Contract Sent? ","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Contract ID ","type":"string","display":true,"removed":true,"required":false,"displayName":"Contract ID ","defaultMatch":false,"canBeUsedToMatch":true},{"id":"Contract Signed?","type":"string","display":true,"removed":true,"required":false,"displayName":"Contract Signed?","defaultMatch":false,"canBeUsedToMatch":true}],"mappingMode":"defineBelow","matchingColumns":["Contact Email"],"attemptToConvertTypes":false,"convertFieldsToString":false},"options":{},"operation":"appendOrUpdate","sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1sExI2Z8LlfAWl1ezbldEWwDqX6eBmOUCqaStci96zKY/edit?usp=drivesdk","cachedResultName":"[AFT] The Sales Agent - CRM"}},"credentials":{"googleSheetsOAuth2Api":{"id":"credential-id","name":"Google Sheets account"}},"typeVersion":4.7},{"id":"ebb89ffa-5b7f-494f-a772-b73e8792d5ce","name":"OpenAI Follow Up","type":"@n8n/n8n-nodes-langchain.lmChatOpenAi","position":[704,960],"parameters":{"model":{"__rl":true,"mode":"list","value":"gpt-4.1-nano","cachedResultName":"gpt-4.1-nano"},"options":{}},"typeVersion":1.2},{"id":"051378a3-5803-4d04-9639-1cbd664054da","name":"Google Calendar Trigger","type":"n8n-nodes-base.googleCalendarTrigger","position":[80,1312],"parameters":{"options":{},"pollTimes":{"item":[{"mode":"everyMinute"}]},"triggerOn":"eventCreated","calendarId":{"__rl":true,"mode":"list","value":"user@example.com","cachedResultName":"Test"}},"typeVersion":1},{"id":"2fc3126c-15b9-4ab3-b58b-b5849785df97","name":"Sticky Note4","type":"n8n-nodes-base.stickyNote","position":[-784,48],"parameters":{"color":6,"width":704,"height":1344,"content":"# Sales Agent\nThis n8n template is a complete, automated sales operating system. It acts as an AI-powered sales development representative (SDR) that moves leads into a CRM, sends highly personalized follow-up sequences, tracks calendar bookings, and automatically handles meeting no-shows.\n\nInstead of manually tracking who needs to be emailed next or cross-referencing your calendar with your spreadsheet, this workflow handles the entire outreach lifecycle in the background.\n\n## How it works\nThis template is divided into four autonomous processes:\n\n**1. The CRM Agent:** A scheduled trigger runs daily to pull fresh leads from a temporary \"Lead List\" Google Sheet, adds them to your master CRM Sheet, formats the data, and then resets the temporary list so it's ready for the next batch.\n\n**2. The Follow-Up Agent:** A scheduled trigger checks your CRM for active leads who haven't booked a call yet and haven't been emailed in the last 48 hours. Using an OpenAI language model, it customizes one of three sequential follow-up templates based on the prospect's name, role, company, and industry. It sends the email via Gmail and automatically logs \nthe follow-up count and date in your CRM.\n\n**3. The Concierge Agent:** Whenever a new event is created in Google Calendar, this flow intercepts it. If it matches your criteria, it finds the attendee's email in your CRM and updates their status to indicate a call is scheduled—instantly pulling them out of the automated follow-up sequence.\n\n**4. The No-Show Agent:** Every 6 hours, a trigger checks your CRM for anyone explicitly marked as a \"No Show.\" It sends them a polite, automated email via Gmail offering to reschedule and updates their CRM status so they aren't emailed twice.\n\n## How to use\n1. Duplicate the required Google Sheets structure (a basic Lead List and a CRM with columns for contact info, sequence tracking, and call statuses).\n\n2. Authenticate your Google Sheets, Google Calendar, and Gmail accounts within n8n.\n\n3. Update the Google Calendar trigger to point to your specific booking calendar.\n\n4. Open the AI LLM Chain nodes to customize the email copy, replacing the placeholder calendar links and my sign-off with your own details.\n\n5. Activate the workflow and let your automated sales pipeline run.\n\n## What you get\n* Automated data entry from lead list to CRM\n* 3-step, AI-personalized email sequence\n* Automatic sequence halting when a prospect books a call\n* Automated rescheduling emails for missed meetings\n* A completely self-updating Google Sheets CRM\n\n## Requirements\n* Google Sheets access\n* Gmail account\n* Google Calendar account\n* OpenAI API credentials for email personalization\n\n## Need help?\nAsk in the [n8n Forum](https://community.n8n.io/) or shoot me a DM on [LinkedIn](http://linkedin.com/in/vincentthenguyen/).\n\nHappy automating 🚀"},"typeVersion":1}],"pinData":{},"connections":{"If":{"main":[[{"node":"Update CRM (Call Scheduled)","type":"main","index":0}],[{"node":"No Operation, do nothing","type":"main","index":0}]]},"Wait":{"main":[[{"node":"Finalize Contact Record in Sheet","type":"main","index":0}]]},"Count":{"main":[[{"node":"Reset email list","type":"main","index":0}]]},"Filter":{"main":[[{"node":"Which follow-up phase?","type":"main","index":0}]]},"Email List":{"main":[[{"node":"Loop Over Items","type":"main","index":0}]]},"Update CRM":{"main":[[{"node":"Get row(s) from CRM","type":"main","index":0}]]},"Follow Up 1":{"main":[[{"node":"Send First Follow Up","type":"main","index":0}]]},"Follow Up 2":{"main":[[{"node":"Send Second Follow Up","type":"main","index":0}]]},"Follow Up 3":{"main":[[{"node":"Send Third Follow Up","type":"main","index":0}]]},"Loop Over Items":{"main":[[{"node":"Count","type":"main","index":0}],[{"node":"Update CRM","type":"main","index":0}]]},"OpenAI Follow Up":{"ai_languageModel":[[{"node":"Follow Up 1","type":"ai_languageModel","index":0},{"node":"Follow Up 2","type":"ai_languageModel","index":0},{"node":"Follow Up 3","type":"ai_languageModel","index":0}]]},"Schedule Trigger":{"main":[[{"node":"Email List","type":"main","index":0}]]},"Get rows from CRM":{"main":[[{"node":"Filter","type":"main","index":0}]]},"Get row(s) from CRM":{"main":[[{"node":"Wait","type":"main","index":0}]]},"Check for \"No Shows\"":{"main":[[{"node":"Send No-Show Follow-Up","type":"main","index":0}]]},"Send First Follow Up":{"main":[[{"node":"Update CRM (Follow Up 1)","type":"main","index":0}]]},"Send Third Follow Up":{"main":[[{"node":"Update CRM (Follow Up 3)","type":"main","index":0}]]},"Send Second Follow Up":{"main":[[{"node":"Update CRM (Follow Up 2)","type":"main","index":0}]]},"Send No-Show Follow-Up":{"main":[[{"node":"Update No-Show Status","type":"main","index":0}]]},"Which follow-up phase?":{"main":[[{"node":"Follow Up 1","type":"main","index":0}],[{"node":"Follow Up 2","type":"main","index":0}],[{"node":"Follow Up 3","type":"main","index":0}]]},"Google Calendar Trigger":{"main":[[{"node":"If","type":"main","index":0}]]},"Schedule Trigger (No shows)":{"main":[[{"node":"Check for \"No Shows\"","type":"main","index":0}]]},"Schedule Trigger (Follow Ups)":{"main":[[{"node":"Get rows from CRM","type":"main","index":0}]]},"Finalize Contact Record in Sheet":{"main":[[{"node":"Loop Over Items","type":"main","index":0}]]}}},"lastUpdatedBy":1,"workflowInfo":{"nodeCount":36,"nodeTypes":{"n8n-nodes-base.if":{"count":1},"n8n-nodes-base.noOp":{"count":1},"n8n-nodes-base.wait":{"count":1},"n8n-nodes-base.gmail":{"count":4},"n8n-nodes-base.filter":{"count":1},"n8n-nodes-base.switch":{"count":1},"n8n-nodes-base.summarize":{"count":1},"n8n-nodes-base.stickyNote":{"count":5},"n8n-nodes-base.googleSheets":{"count":12},"n8n-nodes-base.splitInBatches":{"count":1},"n8n-nodes-base.scheduleTrigger":{"count":3},"@n8n/n8n-nodes-langchain.chainLlm":{"count":3},"n8n-nodes-base.googleCalendarTrigger":{"count":1},"@n8n/n8n-nodes-langchain.lmChatOpenAi":{"count":1}}},"status":"published","readyToDemo":null,"user":{"name":"Vincent Nguyen","username":"vincentthenguyen","bio":"AI Marketing Automation Specialist. Attract and convert your ideal customers with social media marketing and AI automation.","verified":true,"links":[""],"avatar":"https://gravatar.com/avatar/9b212be2947acd0b7ee2736e40ca2aaeb50453ad3c599cfdfefd722dd3cc45f2?r=pg&d=retro&size=200"},"nodes":[{"id":18,"icon":"file:googleSheets.svg","name":"n8n-nodes-base.googleSheets","codex":{"data":{"alias":["CSV","Sheet","Spreadsheet","GS"],"resources":{"generic":[{"url":"https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/","icon":"❤️","label":"Love at first sight: Ricardo’s n8n journey"},{"url":"https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/","icon":"🧬","label":"Why business process automation with n8n can change your daily life"},{"url":"https://n8n.io/blog/automatically-adding-expense-receipts-to-google-sheets-with-telegram-mindee-twilio-and-n8n/","icon":"🧾","label":"Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n"},{"url":"https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/","icon":"🎫","label":"Supercharging your conference registration process with n8n"},{"url":"https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/","icon":"⏲","label":"Creating triggers for n8n workflows using polling"},{"url":"https://n8n.io/blog/no-code-ecommerce-workflow-automations/","icon":"store","label":"6 e-commerce workflows to power up your Shopify s"},{"url":"https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/","icon":"📈","label":"Migrating Community Metrics to Orbit using n8n"},{"url":"https://n8n.io/blog/automate-google-apps-for-productivity/","icon":"💡","label":"15 Google apps you can combine and automate to increase productivity"},{"url":"https://n8n.io/blog/your-business-doesnt-need-you-to-operate/","icon":" 🖥️","label":"Hey founders! 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