Automated AI-Powered SMS Follow-Up System
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This workflow automates personalized SMS follow-ups to your leads using AI. It intelligently identifies leads needing attention from your Airtable CRM and crafts engaging messages to keep your sales pipeline active.
About This Workflow
Revolutionize your sales outreach with this intelligent workflow that leverages the power of AI and SMS automation. Designed to nurture your leads effectively, this system monitors your Airtable lead tracker for prospects who haven't scheduled an appointment, haven't opted out, and haven't been followed up with recently. It then utilizes OpenAI's advanced language models to generate personalized, context-aware follow-up messages, ensuring your leads receive timely and relevant communication. Each interaction is tracked, updating your Airtable CRM with follow-up counts and timestamps, providing valuable insights into your lead nurturing efforts. This workflow ensures no lead falls through the cracks, significantly boosting your sales conversion rates.
Key Features
- Smart Lead Identification: Automatically filters leads from Airtable based on specific criteria for follow-up.
- AI-Powered Message Generation: Crafts personalized and contextually relevant follow-up messages using OpenAI.
- Automated SMS Sending: Delivers follow-up messages via Twilio, including an opt-out option.
- CRM Integration & Tracking: Seamlessly updates follow-up counts and dates in your Airtable Lead Tracker.
- Customizable Follow-Up Logic: Define criteria for follow-up frequency and status.
How To Use
- Connect Twilio: Set up your Twilio account and add your credentials to n8n.
- Connect Airtable: Configure your Airtable API key and specify your 'Lead Tracker' base and table.
- Configure Twilio Trigger: Set up the webhook to listen for incoming messages (if applicable to your workflow).
- Define Follow-Up Criteria: Adjust the
filterByFormulain the 'Find Follow-Up Candidates' node to match your lead nurturing strategy. - Integrate OpenAI: Connect your OpenAI API key to the 'OpenAI Chat Model' node.
- Customize Message Content: Modify the prompt within the 'OpenAI Chat Model' node to fine-tune AI-generated message style and tone.
- Test and Deploy: Run the workflow to test its functionality and deploy it for continuous automated lead follow-up.
Apps Used
Workflow JSON
{
"id": "4553b9d4-c7fa-4cde-8207-f085f6474b4f",
"name": "Automated AI-Powered SMS Follow-Up System",
"nodes": 16,
"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: 4553b9d4-c7fa...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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