Automate Your Sales Follow-Ups with AI-Powered SMS
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Supercharge your sales outreach by automating personalized follow-up SMS messages. This workflow leverages AI to craft engaging messages and uses Airtable to manage your leads, ensuring no prospect falls through the cracks.
About This Workflow
This n8n workflow is designed to revolutionize your sales follow-up process. It begins by triggering on new inbound Twilio messages, allowing you to capture leads directly. Then, it intelligently queries your Airtable 'Lead Tracker' to identify potential candidates for follow-up based on specific criteria: no appointment booked, no 'STOP' request, and no recent follow-up within the last 3 days, with a limit of 3 total follow-ups. An AI model (OpenAI Chat Model) is employed to generate personalized and persuasive follow-up messages. These AI-generated messages are then sent via Twilio, with the system simultaneously updating the lead's follow-up count and last follow-up date in Airtable. This ensures efficient lead nurturing and timely engagement, maximizing your conversion opportunities.
Key Features
- Automated Lead Identification: Automatically finds leads in Airtable that meet specific follow-up criteria.
- AI-Powered Message Generation: Utilizes OpenAI to create personalized and effective follow-up SMS content.
- Smart Follow-Up Cadence: Tracks follow-up counts and last follow-up dates to avoid over-messaging.
- Seamless Integration: Connects Twilio for SMS communication and Airtable for lead management.
How To Use
- Configure Twilio Trigger: Set up your Twilio account and specify the inbound message event to trigger the workflow.
- Connect Airtable: Link your Airtable account and select your 'Twilio-Scheduling-Agent' base and 'Lead Tracker' table.
- Define Follow-Up Criteria: Adjust the
filterByFormulain the 'Find Follow-Up Candidates' node to match your specific lead qualification rules. - Set Up OpenAI: Configure your OpenAI API credentials to enable AI-powered message generation.
- Customize Twilio Send Node: Ensure the 'Send Follow Up Message' node is correctly pulling the generated message text and recipient details from previous nodes.
- Monitor and Refine: Regularly review your Airtable data and workflow performance to optimize follow-up strategies.
Apps Used
Workflow JSON
{
"id": "67664cc3-3a31-4357-a76b-0065f579ff36",
"name": "Automate Your Sales Follow-Ups with AI-Powered SMS",
"nodes": 20,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 67664cc3-3a31...
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