Book site visits and follow up with real-estate leads
The poster built an n8n-based sales assistant that books site visits, sends emails, follows up with leads and updates the CRM. Task: Suggested implementation: Build an n8n workflow integrating OpenAI, Airtable, WhatsApp, Gmail, and Google Calendar. The system stores new leads in Airtable, tracks status fields (welcome sent, visit status, follow-up date), answers property queries, recommends listings with images, books site visits after checking calendar conflicts, and sends HTML confirmation emails. Human role: Review agent outputs and approve final communications before sending.; tools: n8n. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites include valid API keys for all integrated services and a structured Airtable base. Known constraints from the original case description include reliability issues with WhatsApp status webhooks causing loops and parser mismatches. Proposed advice: Implement strict webhook filtering and robust error handling for tool outputs. Human approval is required for all outbound emails and calendar bookings..
Tools
Published on Agent Work Atlas:
Overview
The poster built an n8n-based sales assistant that books site visits, sends emails, follows up with leads and updates the CRM.
Workflow
Suggested implementation: Build an n8n workflow integrating OpenAI, Airtable, WhatsApp, Gmail, and Google Calendar. The system stores new leads in Airtable, tracks status fields (welcome sent, visit status, follow-up date), answers property queries, recommends listings with images, books site visits after checking calendar conflicts, and sends HTML confirmation emails. Human role: Review agent outputs and approve final communications before sending.
Reported result
Actual outcomes are unknown as the source returned a 403 error and provided no verified metrics. Proposed acceptance check: Measure the percentage of successful site visit bookings and the reduction in duplicate follow-up messages over a 30-day pilot period.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites include valid API keys for all integrated services and a structured Airtable base. Known constraints from the original case description include reliability issues with WhatsApp status webhooks causing loops and parser mismatches. Proposed advice: Implement strict webhook filtering and robust error handling for tool outputs. Human approval is required for all outbound emails and calendar bookings.
Try it
Act as an automation engineer. I need to build a real-estate lead assistant using n8n. Inputs: - Airtable Base ID: [replaceable_airtable_base_id] - OpenAI API Key: [replaceable_openai_key] - WhatsApp Business API credentials: [replaceable_whatsapp_creds] - Gmail OAuth credentials: [replaceable_gmail_creds] - Google Calendar ID: [replaceable_calendar_id] Steps: 1. Create an n8n workflow triggered by new records in Airtable. 2. Use OpenAI to generate personalized welcome messages and answer property questions based on Airtable data. 3. Implement logic to check Google Calendar for conflicts before booking site visits. 4. Send HTML confirmation emails via Gmail and updates via WhatsApp. 5. Update Airtable fields (welcome_sent, visit_status, follow_up_date) after actions. Deliverables: - A JSON export of the n8n workflow. - A configuration guide for Airtable fields. Quality Check: - Run a dry test with 5 dummy leads. - Verify no duplicate messages are sent. - Confirm calendar conflicts are correctly detected. Safeguards: - Do not send real emails or messages during the dry run. - Require human confirmation before deploying to production. - If any API key is missing, ask for clarification before proceeding.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.