Schedule Sales Meeting Follow-Ups with OpenAI

## Try it out! ### This n8n template extends the idea of sales leads follow-up reminders by having an AI agent suggest and book the next call or message to reengage the prospect. What makes this template practical for use is that it uses the Human-in-the-loop approach to wait for a user's approval before actually making the booking. Without, this could be annoying for both the user and the recipient! ### How it works * A scheduled trigger checks your google calendar for sales meetings which happened a few days ago. * For each event, gmail search is used to figure out if a follow-up message has been sent or received from the other party since the meeting. If none, we want to remind ourselves to reengage the lead. * For leads applicable for follow-up, we first get an AI Agent to find available meeting slots in the calendar. * These slots and reminder are sent to the user via send-and-approval mode of the gmail node. The user replies in natural language either picking a slot, suggesting an entirely new slot or declines the request. * When accepted, another AI Agent books the meeting in the calendar with the proposed dates and lead. ### How to use * Update all calendar nodes (+subnodes) to point to the right calendar. If this is a shared-purpose calendar, you may need to either filter or create a new calendar. * Update the gmail nodes to point to the right accounts. ### Customising the template * Not using Google? Swap out for Microsoft or otherwise. * Try swapping out or adding in additional send-for-approval methods such as telegram or whatsapp. ### Need Help? Join the Discord or ask in the Forum!