Automated AI-Powered Twilio Follow-Up System
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Streamline your lead nurturing process with this AI-powered workflow. It intelligently identifies leads needing follow-up via Twilio and generates personalized messages using OpenAI, ensuring no lead falls through the cracks.
About This Workflow
This n8n workflow automates the critical task of lead follow-up. It begins by listening for inbound messages via Twilio, then queries your Airtable 'Lead Tracker' to identify potential follow-up candidates based on specific criteria: no appointment booked, no stop request, and no recent follow-up within the last 3 days, with a follow-up count under three. For eligible leads, OpenAI's Chat Model generates a personalized follow-up message. Finally, the system sends this AI-crafted message via Twilio and updates the lead's record in Airtable with the incremented follow-up count and the current date. This ensures consistent and intelligent engagement with your leads, driving conversions and improving customer relationships.
Key Features
- Intelligent Lead Identification: Automatically identifies leads requiring follow-up based on custom criteria.
- AI-Powered Message Generation: Leverages OpenAI to craft personalized and context-aware follow-up messages.
- Twilio Integration: Seamlessly sends and receives messages via Twilio for real-time communication.
- Airtable CRM Sync: Maintains up-to-date lead information and follow-up history in Airtable.
- Automated Follow-up Tracking: Tracks follow-up attempts and updates lead status automatically.
How To Use
- Configure Twilio Trigger: Connect your Twilio account and set up the webhook to listen for incoming messages.
- Set up Airtable Integration: Connect your Airtable account and specify the 'Lead Tracker' base and table.
- Define Follow-up Criteria: In the 'Find Follow-Up Candidates' node, configure the
filterByFormulain Airtable to match your lead nurturing rules (e.g.,appointment_idis empty,statusis not 'STOP',followup_count< 3, andlast_followup_atis older than 3 days). - Integrate OpenAI: Connect your OpenAI account and configure the 'OpenAI Chat Model' node to generate the desired follow-up message content.
- Set up Twilio Send Node: Configure the 'Send Follow Up Message' node to use the
session_idandtwilio_service_numberfrom Airtable and the generated message from OpenAI. - Update Airtable Records: Configure the 'Update Follow-Up Count and Date' node to increment the
followup_countand updatelast_followup_atin Airtable for each sent message.
Apps Used
Workflow JSON
{
"id": "1cd0bed1-0b59-4694-a4d5-e5fe6c02af8a",
"name": "Automated AI-Powered Twilio Follow-Up System",
"nodes": 12,
"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: 1cd0bed1-0b59...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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