Recover abandoned quotes with GPT-4o mini, Gmail, Twilio and Google Sheets
Ready for 3.0What this workflow does
This AI workflow has 13 nodes and runs on a schedule (every day at 10:00). Along the way it connects Google Sheets, OpenAI Chat Model, Gmail and Twilio.
How it runs
Trigger: On a schedule (every day at 10:00).
- CONFIG - Quotes (Edit Fields (Set)): sets 4 fields: business_name, owner_email, twilio_number…
- Get Open Quotes - Sheets (Google Sheets): read (sheet)
- Filter Due - Code (Code): runs custom JavaScript code
- Check Quote Status - HTTP (HTTP Request): calls an HTTP API (GET)
- If: checks a condition and branches into true / false
- Build Follow-Up - AI Agent (AI Agent): runs an AI agent, with model: Chat Model - FollowUp
- Mark Closed - Sheets (Google Sheets): append (sheet)
- If: checks a condition and branches into true / false
- Send Email - Gmail (Gmail): send (message)
- Send SMS - Twilio (Twilio): send (sms)
…plus 1 more step. See the full node list below.
Services it uses
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 (10)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Gmail
n8n-nodes-base.gmail - Twilio
n8n-nodes-base.twilio
From the author
Quick overview This workflow runs daily to find open quotes in Google Sheets that are due for follow-up, re-checks their status via an HTTP call to your CRM, generates a message with OpenAI, sends the follow-up by Gmail or Twilio SMS, and logs each touch back…