Auto-generate WhatsApp proposals from voice or text using GPT & APITemplate

Name: Auto-generate WhatsApp proposals from voice or text using GPT & APITemplate
Availability: InStock
Rating: 4.5 (673 reviews)
Author: Floyd Mahou

$20/month : Unlimited workflows

2500 executions/month

Try free

THE #1 IN WEB SCRAPING

Scrape any website without limits

Try free

HOSTINGER 🎉 Early Black Friday Deal
DISCOUNT 20%

Self-hosted n8n

Unlimited workflows - from $4.99/mo

Try free

#1 hub for scraping, AI & automation

6000+ actors - $5 credits/mo

Try free

How it works • Transcribes a WhatsApp voice or text message from a prospect using Whisper or GPT • Extracts key information (name, need, context, urgency) via AI • Matches the most relevant service pack by comparing the prospect’s need with Airtable data • Dynamically fills a branded template via APITEMPLATE (HTML or PDF) • Generates a clean, personalized business proposal — including dynamic links (payment, calendar, etc.) • Sends the final PDF back instantly via WhatsApp or email

Set up steps • ⏱ Estimated setup time: 45–60 minutes • ✅ You’ll need: ◦ WhatsApp Business Cloud API access (with webhook configured) ◦ OpenAI API key (Whisper + GPT) ◦ Airtable (to store service packs and client input) ◦ APITEMPLATE account (template with placeholders like {{nom}}, {{prix}}, {{lien_reservation}}, etc.) ◦ n8n instance (cloud or self-hosted)

• 📦 Create your service packs in Airtable with associated links (Stripe, Calendly…) • 🔗 The proposal auto-includes these links dynamically inside the PDF • 🚀 Workflow orchestrates the end-to-end process: from WhatsApp input to PDF delivery

Floyd Mahou

0 workflows

Nodes

set gmail telegram agent google-gemini

Complexity

advanced

Published 04 Jul 2025

Likes 0

View on n8n.io Download Workflow

✨

Share Your Workflow

Have a great workflow to share? Join the n8n Creator Hub and help the community!

Submit Your Template How to Submit

Related Workflows

Automate outbound AI sales calls with double-dial using Airtable and Vapi AI

## 🚀 The Ultimate AI Sales Outbound Engine *Stop wasting hours on manual dialing and listening to ringtones. This workflow transforms your **Airtable** into a high-velocity **AI Call Center** using **Vapi AI***. ### ⚡ TL;DR Automate lead qualification calls, handle voicemails like a pro, and sync every transcript back to your CRM without lifting a finger. ### 🧠 How it Works 1. **The Scout:** Every minute, n8n scans your Airtable for leads marked `TBC`. 2. **The Dialer:** It triggers a personalized **Vapi AI** call, passing along the lead’s name and context. 3. **The Reporter:** Once the call ends, a Webhook catches the data, including the **recording, transcript, and AI summary**. 4. **The Strategist:** * **Success?** Updates the lead to `Called` and logs the summary. * **Voicemail?** Automatically triggers a **double-dial** retry after 1 minute. * **Still nothing?** Schedules a final follow-up for the next day at the **optimal time (`your time`)**. ### 🛠️ Setup Guide * **Airtable:** Create a "Leads" table with fields for `Status`, `Mobile`, `Attempt`, and `Summary`. * **Vapi:** Plug in your Assistant ID and set the Webhook URL to this workflow's address. * **n8n:** Use the **Header Auth** credential for your Vapi API key to keep things secure. ### 💎 Why This Wins * **Aggressive Retries:** Includes a built-in "Double-Dial" strategy to increase connection rates. * **Clean CRM:** No more messy notes; get structured AI summaries for every call. * **Plug-and-Play:** Designed to be easily customized for any industry—from real estate to SaaS.

View

Automate SDR Outreach: Source Wiza Leads and Personalize Emails with LLMs

## What it does Receives campaign parameters via form, creates a Smartlead campaign, sources qualified leads through Wiza based on your ICP description, researches each prospect with Perplexity AI, generates personalized icebreaker emails and follow-up sequences with OpenRouter LLMs, and uploads everything to Smartlead for automated delivery. ## Who's it for B2B sales teams, marketing agencies, and consultants who want to automate the entire SDR prospecting process from lead sourcing to personalized email delivery. ## Requirements - n8n (self-hosted or cloud) - Smartlead API Key - Wiza Bearer Token - OpenRouter API Key - Perplexity API Key ## How to set up 1. Import workflow JSON into n8n 2. Configure Smartlead, Wiza, OpenRouter, and Perplexity credentials 3. Create Lead Database and Case Study tables in n8n 4. Update the "Business Context" node with your offer 5. Activate workflow and use the campaign form ## How to customize - Adjust ICP translation logic in the "Format Search Parameters" agent - Modify email templates in the "Ice Breaker Email Generator" prompt - Change follow-up sequence timing in the "Build Sequence Templates" code node

View

Send personalized LinkedIn DMs to profile visitors with ConnectSafely.ai and Google Sheets

# Send Personalized DMs to LinkedIn Profile Visitors ## Who's it for This workflow is built for sales professionals, recruiters, founders, and networkers who want to automatically reach out to people who viewed their LinkedIn profile. Perfect for anyone who knows that profile visitors are warm leads but doesn't have time to manually check who visited, craft personalized messages, and send outreach one by one. If you're doing outbound sales, recruiting talent, building partnerships, or simply want to convert curiosity into conversations, this automation turns passive profile views into active outreach opportunities. ## How it works The workflow automatically identifies LinkedIn profile visitors and sends them personalized messages based on their connection status. **The process flow:** 1. Scheduled trigger runs weekly (or manually) to fetch recent profile visitors 2. ConnectSafely.ai API retrieves all visitors from the past 7 days 3. Splits visitors into individual records for processing 4. Checks Google Sheets to avoid messaging the same person twice 5. Routes based on connection degree: - **1st-degree connections** → Sends a personalized DM - **2nd/3rd-degree connections** → Sends a connection request with message 6. Logs all outreach to Google Sheets for tracking 7. Waits between messages to maintain natural activity patterns 8. Loop continues until all visitors are processed --- ## Setup steps ### Step 1: Configure ConnectSafely.ai API Credentials #### Obtain API Key 1. Create an account at [ConnectSafely.ai](https://connectsafely.ai) 2. Connect your LinkedIn account in the dashboard 3. Navigate to **Settings** → **API Keys** 4. Generate a new API key #### Add Bearer Auth Credential in n8n 1. Go to **Credentials** in n8n 2. Click **Add Credential** → **HTTP Bearer Auth** 3. Name it "ConnectSafely.ai API" 4. Paste your API key 5. Save the credential This credential is used by all three HTTP Request nodes: Fetch Profile Visitors, Send DM, and Send Connection Request. ### Step 2: Configure Google Sheets Integration #### 2.1 Create Your Tracking Sheet Create a new Google Sheet with the following columns: | Column Name | Description | |-------------|-------------| | `Name` | Visitor's full name | | `Linkedin URL` | Visitor's profile URL | | `Status` | Outreach status (DONE) | #### 2.2 Connect Google Sheets Account 1. Go to **Credentials** → **Add Credential** → **Google Sheets OAuth2** 2. Follow the OAuth flow to connect your Google account 3. Grant access to Google Sheets #### 2.3 Update All Google Sheets Nodes There are three Google Sheets nodes that need configuration: 1. **Check if Already Contacted** - Looks up existing contacts 2. **Log DM Sent to Sheet** - Records DMs sent 3. **Log Connection Request to Sheet** - Records connection requests For each node: 1. Open the node 2. Replace `YOUR_GOOGLE_SHEET_ID` with your actual sheet ID (from the URL) 3. Select the correct sheet name 4. Save ### Step 3: Customize Your Message Templates The workflow includes two Code nodes with message templates that you **must customize**: #### For Connected Users (DMs) Open the **"Generate DM for Connected User"** node and update: ```javascript // Sender footer - CUSTOMIZE THIS const footer = `\n\n— Your Name`; // Message bodies - CUSTOMIZE THESE const messages = [ "Noticed you recently checked out my profile... I've been working on [YOUR PRODUCT] — [BRIEF DESCRIPTION].", // Add more variations... ]; ``` #### For New Connections (Connection Requests) Open the **"Generate Message for New Connection"** node and update the same sections with your product/service details. **Tips for good messages:** - Keep under 300 characters for connection requests - Personalize with their name (already included) - Mention something specific about why you're reaching out - Include a clear but soft call-to-action - Have 3-5 variations to avoid repetitive messaging ### Step 4: Adjust the Schedule 1. Open the **Weekly Schedule Trigger** node 2. Adjust based on your profile traffic: - High traffic: Daily - Medium traffic: Every 3 days - Low traffic: Weekly (default) ### Step 5: Test the Workflow 1. Click **Test Workflow** on the Schedule Trigger or add a Manual Trigger 2. Verify: - Profile visitors are fetched correctly - Deduplication works (no existing contacts get messaged) - Connection degree routing works properly - Messages are personalized with visitor names - Google Sheets logs entries correctly --- ## Customization ### Time Range for Visitors Edit the JSON body in the **Fetch Profile Visitors** node: ```json {"timeRange":"past_7_days","start":0,"fetchAll":true} ``` Options: - `past_7_days` - Last week's visitors (default) - `past_30_days` - Last month's visitors - `past_90_days` - Last quarter's visitors ### Message Personalization Both Code nodes support multiple message variations. The workflow randomly selects one for each visitor, making your outreach feel more natural. To add more variations: 1. Open the relevant Code node 2. Add new message strings to the `messages` array 3. Use placeholders like `[YOUR PRODUCT]` and replace with your actual content ### Wait Time Between Messages The **Wait Between Messages** node adds delays between outreach. Adjust the duration to: - Increase if you want more conservative pacing - Decrease if you have premium LinkedIn and higher limits Recommended: 1-5 minutes between messages ### Add More Tracking Fields To track additional data in Google Sheets: 1. Add columns to your sheet (e.g., `Message Sent`, `Connection Degree`, `Date`) 2. Update the Google Sheets nodes to map these new fields 3. Pull data from the workflow context using expressions ### Filter by Company or Title Want to only message visitors from specific companies or with certain titles? 1. Add an **IF** node after **Skip if Already Contacted** 2. Add conditions based on visitor data fields 3. Route non-matching visitors directly to the Wait node --- ## Use Cases - **Sales Prospecting**: Automatically reach out to decision-makers who are researching you before a sales cycle - **Recruiting**: Engage passive candidates who are checking out your profile after seeing job posts - **Founder Networking**: Connect with investors, partners, and potential hires who show interest - **Consulting/Freelance**: Convert profile visitors into discovery calls by reaching out while you're top of mind - **Personal Branding**: Build your network by engaging everyone who takes time to view your profile --- ## Troubleshooting ### Common Issues & Solutions **Issue**: No visitors returned from API - **Solution**: Ensure your LinkedIn account is connected in ConnectSafely.ai dashboard. Also verify you've had recent profile views (check LinkedIn's native viewer count). **Issue**: Duplicate messages being sent - **Solution**: Verify the Google Sheets lookup is working correctly. Check that the `Linkedin URL` column matches exactly what the API returns. Make sure all three Google Sheets nodes point to the same sheet. **Issue**: Messages not sending - **Solution**: Check your ConnectSafely.ai API key is valid. Verify the HTTP Request nodes have the Bearer Auth credential attached. Check the API response for error messages. **Issue**: Wrong message type sent (DM vs Connection Request) - **Solution**: The routing is based on `connectionDegree` field. Verify this field is being returned correctly from the API. Check the **Check if 1st Degree Connection** node conditions. **Issue**: Profile ID extraction failing - **Solution**: The **Extract Profile ID from URL** Code node parses the LinkedIn URL. Check that visitors have valid `navigationUrl` values. **Issue**: Google Sheets not updating - **Solution**: Verify your Google Sheets credential has write access. Check that the sheet ID is correct and the sheet name matches. **Issue**: Rate limit errors - **Solution**: Increase the wait time in the **Wait Between Messages** node. Consider reducing the frequency of the schedule trigger. --- ## Rate Limiting Best Practices LinkedIn monitors automated activity. To stay safe: - **Start slow**: Begin with 10-15 messages per day - **Gradually increase**: Add 5 more per week up to 50/day max - **Use random delays**: The workflow includes built-in waits - **Pause if warned**: If LinkedIn shows any warnings, stop for 24-48 hours - **Keep messages personal**: Avoid spammy, salesy language - **Don't run 24/7**: Schedule during business hours --- ## Costs & Considerations | Service | Cost | |---------|------| | ConnectSafely.ai | Free trial available, then subscription | | Google Sheets | Free | | n8n | Free (self-hosted) or cloud pricing | **No per-message costs** - ConnectSafely.ai subscription includes API access for messaging. --- ## Documentation & Resources ### Official Documentation - **ConnectSafely.ai Docs**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **ConnectSafely.ai API Reference**: Available in dashboard - **Google Sheets API**: [https://developers.google.com/sheets](https://developers.google.com/sheets) ### Support Channels - **Email Support**: [[email protected]](mailto:[email protected]) - **Documentation**: [https://connectsafely.ai/docs](https://connectsafely.ai/docs) - **Custom Workflows**: [Contact us for custom automation](https://connectsafely.ai/contact) --- ## Connect With Us Stay updated with the latest automation tips and LinkedIn strategies: - **LinkedIn**: [linkedin.com/company/connectsafelyai](https://www.linkedin.com/company/connectsafelyai) - **YouTube**: [youtube.com/@ConnectSafelyAI-v2x](https://www.youtube.com/@ConnectSafelyAI-v2x) - **Instagram**: [instagram.com/connectsafely.ai](https://www.instagram.com/connectsafely.ai/) - **Facebook**: [facebook.com/connectsafelyai](https://www.facebook.com/people/ConnectSafelyAI/61582550884724/) - **X (Twitter)**: [x.com/AiConnectsafely](https://x.com/AiConnectsafely) - **Bluesky**: [connectsafelyai.bsky.social](https://bsky.app/profile/connectsafelyai.bsky.social) - **Mastodon**: [mastodon.social/@connectsafely](https://mastodon.social/@connectsafely) --- ## Need Custom Workflows? Looking to build sophisticated LinkedIn automation workflows tailored to your business needs? **[Contact our team](https://connectsafely.ai/contact)** for custom automation development, strategy consulting, and enterprise solutions. We specialize in: - Multi-channel engagement workflows - AI-powered personalization at scale - Lead scoring and qualification automation - CRM integration and data synchronization - Custom reporting and analytics pipelines

View

👨‍💻

Need Custom Automation?

N8N Automation Expert

Specialized in N8N automation, I design custom workflows that connect your tools and automate your processes.