Twilio SMS Follow-Up Automation with OpenAI and Airtable
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Automate SMS follow-ups for leads using Twilio, powered by OpenAI for message generation and Airtable for lead tracking. This workflow ensures timely communication with potential clients.
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About This Workflow
Overview
This n8n workflow automates the process of sending follow-up SMS messages to leads who haven't yet scheduled an appointment. It leverages Twilio for SMS communication, OpenAI's Chat Model to craft personalized follow-up messages, and Airtable to manage lead information and track follow-up attempts.
The workflow begins with a Twilio Trigger to capture incoming messages. It then uses Airtable to find leads that meet specific follow-up criteria (no appointment booked, no stop request, and not recently followed up with). For eligible leads, it uses OpenAI's Chat Model to generate a tailored follow-up message. Finally, it sends the message via Twilio and updates the lead's record in Airtable with the new follow-up count and date. This ensures a consistent and automated engagement strategy for potential customers.
Key Features
- Trigger SMS conversations via Twilio.
- Identify leads requiring follow-up using Airtable filtering.
- Generate dynamic and personalized follow-up messages with OpenAI.
- Send SMS messages directly through Twilio.
- Track follow-up attempts and update lead status in Airtable.
How To Use
- Configure the
Twilio Triggernode with your Twilio credentials. - Set up the
Find Follow-Up CandidatesAirtable node to query your lead tracker table based on the specified criteria. - Connect the
OpenAI Chat Model1node and provide your OpenAI API key. - Configure the
Send Follow Up MessageTwilio node, ensuring theto,from, andmessageparameters are correctly set, referencing outputs from previous nodes. - Set up the
Update Follow-Up Count and DateAirtable node to increment the follow-up count and log the last follow-up time for each lead. - Ensure your Airtable base and table names, along with the necessary fields (session_id, followup_count, last_followup_at), are correctly configured in the Airtable nodes.
Apps Used
Workflow JSON
{
"id": "11adf9ff-778f-4b19-92f7-305c9d9c0910",
"name": "Twilio SMS Follow-Up Automation with OpenAI and Airtable",
"nodes": 0,
"category": "Other_Integrations_and_Use_Cases",
"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: 11adf9ff-778f...
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Crypto_Watcher
Web3 Developer
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