Automate Data Entry and AI-Powered Responses from Emails
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This workflow automatically pulls contact information from Google Sheets into a Data Table and uses AI to craft personalized email responses based on incoming Gmail messages and CRM data. It also handles sales data entry.
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About This Workflow
Overview
This n8n workflow automates the process of managing contact and sales data, and responding to emails. It starts by retrieving contact information from a Google Sheet and inserting it into an n8n Data Table. Simultaneously, it fetches sales data from another Google Sheet and populates a separate Data Table. A Gmail Trigger monitors incoming emails, and for each email, it looks up the sender's contact details in the 'Contacts' Data Table. If a match is found, an AI Agent is invoked to generate a personalized email response, leveraging both the original email content and the CRM data (like Name and Notes) to create a friendly and tailored message signed off as 'Rizon'. The workflow also includes a 'Code' node to generate 101 individual items, potentially for testing or specific data generation needs.
This workflow is ideal for sales teams, customer support, or anyone looking to streamline data management and automate customer communication.
Key Features
- Reads contact and sales data from Google Sheets.
- Inserts data into n8n Data Tables for organized storage.
- Triggers actions based on incoming Gmail messages.
- Uses an AI Agent to generate personalized email responses.
- Leverages CRM data for enhanced personalization.
- Includes a code node for generating test data.
How To Use
- Configure Google Sheets Credentials: Ensure your Google Sheets account is connected to n8n.
- Set up Google Sheets Nodes: Update the
documentIdandsheetNamefor both 'Get Contacts' and 'Get Sales Data' nodes to point to your specific spreadsheets. - Configure Data Table Nodes: Verify the
dataTableIdfor 'Insert Contacts' and 'Insert Sales Data' to match your desired n8n Data Tables. Map the columns correctly. - Set up Gmail Trigger: Connect your Gmail account and configure any necessary filters.
- Configure AI Agent: Ensure the system message and prompt text in the 'AI Agent' node are set up as desired. The AI will use the retrieved
Name,Notes, and email details. - Run the workflow: Execute the workflow manually or let the triggers activate it.
Apps Used
Workflow JSON
{
"id": "1990f05f-e582-4511-81a2-d1f1389542df",
"name": "Automate Data Entry and AI-Powered Responses from Emails",
"nodes": 0,
"category": "Data Management and CRM Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 1990f05f-e582...
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