Automated Contact Management Agent
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Streamline your contact management with this AI-powered agent. It intelligently retrieves, adds, and updates contact information in Airtable, ensuring your data is always up-to-date.
About This Workflow
This n8n workflow, named '🤖Contact Agent', leverages the power of OpenAI's GPT-4o model and Airtable to create an intelligent contact management system. The agent can perform key contact operations, including looking up existing contacts, adding new ones, and updating existing entries. It seamlessly integrates with your Airtable base, fetching contact data and then intelligently deciding whether to create a new record or update an existing one based on the information provided. This workflow is designed to act as a central hub for managing your customer relationships efficiently and accurately, powered by advanced AI capabilities.
Key Features
- AI-Powered Contact Operations: Utilizes GPT-4o for intelligent understanding and execution of contact management tasks.
- Seamless Airtable Integration: Connects directly to your Airtable base for data retrieval and storage.
- Smart Upsert Functionality: Automatically adds new contacts or updates existing ones based on matching criteria.
- Error Handling: Includes a fallback mechanism to inform the user if an error occurs during execution.
How To Use
- Configure OpenAI Credentials: Ensure your OpenAI API credentials are set up in n8n.
- Configure Airtable Credentials: Set up your Airtable API token in n8n and ensure it has access to your target base and table.
- Define Airtable Base and Table: In the 'Get Contacts' and 'Add or Update Contact' nodes, specify your Airtable base and table IDs (e.g.,
appK0rbtvf9e7vt6wandtbl08JGCfUK1RhXsG). - Customize Agent Prompt (Optional): Modify the 'systemMessage' within the 'Contact Agent' node to refine the AI's behavior and instructions.
- Map Contact Fields: In the 'Add or Update Contact' node, ensure the 'columns' mapping correctly links the AI's extracted
name,emailAddress, andphoneNumberto your Airtable fields. - Set Matching Column: Define the 'name' column as the
matchingColumnsin the 'Add or Update Contact' node for accurate upsert operations.
Apps Used
Workflow JSON
{
"id": "5f16b165-3ac8-42b3-a39b-da9876706c96",
"name": "Automated Contact Management Agent",
"nodes": 15,
"category": "Operations",
"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: 5f16b165-3ac8...
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