Templates / AI-powered multi-channel customer journey with email, SMS & retargeting using OpenAI

AI-powered multi-channel customer journey with email, SMS & retargeting using OpenAI

Ready for 3.0

by Cheng Siong Chin ✓ · 567 views · created 2025-12-11 · Social Media, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 24 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects AI Agent, OpenAI Chat Model, Structured Output Parser and Gmail and 2 more.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

  1. Workflow Configuration (Edit Fields (Set)): sets 7 fields: crmApiUrl, emailApiUrl, chatApiUrl…
  2. Fetch Performance Data (HTTP Request): calls an HTTP API
  3. Fetch CRM Data (HTTP Request): calls an HTTP API
  4. Fetch Email History (HTTP Request): calls an HTTP API
  5. Fetch Chat History (HTTP Request): calls an HTTP API
  6. Fetch Purchase History (HTTP Request): calls an HTTP API
  7. Aggregate: combines items into one
  8. Merge: merges the data from its input branches
  9. Update Customer State (Edit Fields (Set)): sets 3 fields: optimizationInsights, lastOptimized, performanceTrends
  10. Customer State Builder AI (AI Agent): runs an AI agent, with model: OpenAI Model - State Builder; output parser: Customer State Schema

…plus 8 more steps. See the full node list below.

Services it uses

AI AgentOpenAI Chat ModelStructured Output ParserGmailTwilioGoogle Ads

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (13)

From the author

How It Works This workflow automates personalized customer journeys by analyzing CRM data, purchase history, chat interactions, and performance metrics to intelligently route customer actions through multiple channels (email, SMS, retargeting) via…

Excerpt from Cheng Siong Chin's description on n8n.io.

View the original on n8n.io → Check your own copy

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