⚙️ パイプライン自動化ダッシュボード

中級

これはLead Nurturing, Multimodal AI分野の自動化ワークフローで、15個のノードを含みます。主にGoogleSheets, ManualTrigger, Agent, GoogleSheetsTool, LmChatOpenAiなどのノードを使用。 OpenAI、Tavily、Google Sheets を使って潰在顧客調査の販売アウトリーチを自動化

前提条件
  • Google Sheets API認証情報
  • OpenAI API Key
  • ターゲットAPIの認証情報が必要な場合あり
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "id": "PN2BI4GGD6HE5lcu",
  "meta": {
    "instanceId": "9f2d25c77f55013c8efee3de456573aadd7369e6f0aaea70d0311a32c92bead1"
  },
  "name": "⚙️ Automate Prospect Research and Personalized Outreach for Sales Calls",
  "tags": [],
  "nodes": [
    {
      "id": "7dc4bbec-dae0-459f-840b-909b9bc46e5a",
      "name": "ワークフローの「テスト」をクリックした時",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        256,
        -80
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
      "name": "AIエージェント",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        688,
        -80
      ],
      "parameters": {
        "text": "=Please research these sales call attendees\n\nName: {{ $json.Name }}\nEmail: {{ $json.Email }}\nCompany Name: {{ $json['Company Name'] }}\nWebsite: {{ $json.Website }}\nBusiness Type: {{ $json['Business Type'] }}\nProject: {{ $json.Project }}",
        "options": {
          "systemMessage": "# Overview  \nYou are an AI agent responsible for gathering company data and updating a Google Sheet with structured output.  \n\n## Context  \n- After generating output, you must call the **Update Sheet** tool with six specific fields.  \n- Do not skip this step or simply return JSON. The tool must be called explicitly to trigger the Google Sheet update.  \n\n## Instructions  \n1. Accept and parse the input fields.  \n2. Use the **Tavily** tool to gather and summarize:  \n   - `company_overview`  \n   - `tech_stack`  \n   - `company_updates`  \n3. Use the **Product List** tool to identify:  \n   - `primary_solution`  \n   - `solution_2`  \n   - `solution_3`  \n4. Format all results as valid JSON with exactly six fields.  \n5. Immediately call the **Update Sheet** tool using the structure shown below.  \n\n## Tools  \n- **Tavily**: Use to research company background, tech stack, and updates.  \n- **Product List**: Use to find relevant products based on business type and project.  \n- **Update Sheet**: Required to write the six outputs into Google Sheets.  \n\n## Examples  \n### Example Input  \n```json\n{\n  \"Name\": \"Acme Inc.\",\n  \"Website\": \"https://www.acme.com\",\n  \"Business Type\": \"E-commerce\",\n  \"Project\": \"Streamlining logistics with automation\"\n}\n```  \n\n### Example Tavily Summary  \n```json\n{\n  \"company_overview\": \"Acme Inc. is a fast-scaling e-commerce company focused on home goods and lifestyle products.\",\n  \"tech_stack\": \"Shopify, Klaviyo, ShipBob, Gorgias\",\n  \"company_updates\": \"Recently launched a same-day delivery program in select cities and expanded product categories in Q2.\"\n}\n```  \n\n### Example Product List Result  \n```json\n{\n  \"primary_solution\": \"Logistics Automation Suite\",\n  \"solution_2\": \"Customer Retention AI\",\n  \"solution_3\": \"Real-Time Order Tracking\"\n}\n```  \n\n### Example Tool Call  \n```json\n{\n  \"tool_call\": {\n    \"tool\": \"Update Sheet\",\n    \"parameters\": {\n      \"company_overview\": \"Acme Inc. is a fast-scaling e-commerce company focused on home goods and lifestyle products.\",\n      \"tech_stack\": \"Shopify, Klaviyo, ShipBob, Gorgias\",\n      \"company_updates\": \"Recently launched a same-day delivery program in select cities and expanded product categories in Q2.\",\n      \"primary_solution\": \"Logistics Automation Suite\",\n      \"solution_2\": \"Customer Retention AI\",\n      \"solution_3\": \"Real-Time Order Tracking\"\n    }\n  }\n}\n```  \n\n## SOP (Standard Operating Procedure)  \n1. Parse and validate input fields.  \n2. Use Tavily to collect:  \n   - company_overview  \n   - tech_stack  \n   - company_updates  \n3. Use Product List to determine:  \n   - primary_solution  \n   - solution_2  \n   - solution_3  \n4. Combine results into a valid JSON object using exact field names.  \n5. Call the Update Sheet tool using that object.  \n\n## Final Notes  \n- Return only valid JSON — no extra text or descriptions.  \n- Always include all six fields, even if data is limited.  \n- Use of the Update Sheet tool is mandatory to complete the task.  \n---\n"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.9
    },
    {
      "id": "bd083da2-6ad3-410e-a651-4ad3a8330bb2",
      "name": "OpenAIチャットモデル",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        544,
        144
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "gpt-4.1"
        },
        "options": {}
      },
      "typeVersion": 1.2
    },
    {
      "id": "ef3cb50c-32c4-4ff4-9964-1a2192966ffb",
      "name": "Tavily",
      "type": "@n8n/n8n-nodes-langchain.toolHttpRequest",
      "position": [
        656,
        144
      ],
      "parameters": {
        "url": "https://api.tavily.com/search",
        "method": "POST",
        "jsonBody": "{\n    \"api_key\": \"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\",\n    \"query\": \"{searchTerm}\",\n    \"search_depth\": \"basic\",\n    \"include_answer\": true,\n    \"topic\": \"news\",\n    \"include_raw_content\": true,\n    \"max_results\": 3\n} ",
        "sendBody": true,
        "specifyBody": "json",
        "toolDescription": "Use this tool to search the internet",
        "placeholderDefinitions": {
          "values": [
            {
              "name": "searchTerm",
              "type": "string",
              "description": "What the user has requested to search the internet for"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "210bb30f-aa00-4a35-9d7c-1865611d52f7",
      "name": "製品リスト",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        768,
        288
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1986928329,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit#gid=1986928329",
          "cachedResultName": "Products"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit?usp=drivesdk",
          "cachedResultName": "Mock Data"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "dd39dd98-d366-4329-9e38-547123f0914b",
      "name": "シートの更新",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        880,
        224
      ],
      "parameters": {
        "columns": {
          "value": {
            "Email": "={{ $json.Email }}",
            "solution_2": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('solution_2', ``, 'string') }}",
            "solution_3": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('solution_3', ``, 'string') }}",
            "tech_stack": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('tech_stack', ``, 'string') }}",
            "company_updates": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('company_updates', ``, 'string') }}",
            "company_overview": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('company_overview', ``, 'string') }}",
            "primary_solution": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('primary_solution', ``, 'string') }}"
          },
          "schema": [
            {
              "id": "Call Date",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Call Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Company Name",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Company Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Website",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Website",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Business Type",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Business Type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Project",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company_overview",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "company_overview",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "tech_stack",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "tech_stack",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company_updates",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "company_updates",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "primary_solution",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "primary_solution",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "solution_2",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "solution_2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "solution_3",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "solution_3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email_subject",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "email_subject",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email_text",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "email_text",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sms",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "sms",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "row_number",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "row_number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "update",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 236449331,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit#gid=236449331",
          "cachedResultName": "Meeting Data"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit?usp=drivesdk",
          "cachedResultName": "Mock Data"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "3ed64385-9943-46e0-b9c6-0db5de32b94e",
      "name": "構造化出力パーサー",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        976,
        128
      ],
      "parameters": {
        "jsonSchemaExample": "{\n  \"company_overview\": \"string (max 100 tokens)\",\n  \"tech_stack\": [\"string\", \"string\", \"...\"],\n  \"company_updates\": \"string (max 150 tokens)\",\n  \"primary_solution\": \"string\",\n  \"solution_2\": \"string\",\n  \"solution_3\": \"string\"\n}\n"
      },
      "typeVersion": 1.2
    },
    {
      "id": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
      "name": "セールスライティングアシスタント",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1184,
        -80
      ],
      "parameters": {
        "text": "=Name: {{ $('Review Calls').item.json.Name }}\nEmail: {{ $('Review Calls').item.json.Email }}\nCompany Name: {{ $('Review Calls').item.json['Company Name'] }}\nWebsite: {{ $('Review Calls').item.json.Website }}\nBusiness Type: {{ $('Review Calls').item.json['Business Type'] }}\nProject: {{ $('Review Calls').item.json.Project }}\ncompany_overview: {{ $json.output.company_overview }}\ntech_stack: {{ $json.output.tech_stack }}\ncompany_updates: {{ $json.output.company_updates }}\nprimary_solution: {{ $json.output.primary_solution }}\nsolution_2: {{ $json.output.solution_2 }}\nsolution_3: {{ $json.output.solution_3 }}\n",
        "options": {
          "systemMessage": "# Overview  \nYou are a Sales Writing Assistant AI agent responsible for generating a short, personal, and persuasive email, subject line, and SMS right after a prospect books a call. The format must feel handcrafted and human, while integrating strong personalization and a sharp testimonial to build conviction fast.  \n\n## Context  \n- The prospect should feel like the message was written specifically for them—not templated or generic.  \n- The core structure focuses on one key problem they face, followed by immediate proof that we’ve solved that problem for someone just like them.  \n- Messaging must be short, clean, confident, and natural—written like a thoughtful sales rep, not a marketer.  \n- SMS should be simple, friendly, and casual.  \n- Final output must also be logged in a Google Sheet.  \n\n## Instructions  \n1. Analyze the input fields to identify:  \n   - Prospect’s first name, company, business type, and project  \n   - Their specific pain point or goal  \n   - Tech stack or approach they’re using to solve it  \n2. Use the Testimonials Tool to find a success story with a company similar in size, industry, or problem. Pull:  \n   - Company name  \n   - Business type  \n   - Specific result  \n   - Outcome  \n   - Solution used  \n3. Draft a subject line like:  \n   - “Excited to connect, (first name)”  \n4. Write the email using the following exact structure and voice:  \n   ```\n   Subject: Excited to connect, (first name)\n\n   Hey (first name),\n\n   Saw your booking—excited to dive in on (meeting date).\n\n   Automating (problem/project) is right in our wheelhouse. We actually just helped (testimonial first name) who owns (testimonial business name/type) [achieve similar outcome] and (outcome)—just by (solution).\n\n   Looking forward to showing you what’s possible.\n\n   – Nolan\n   ```\n5. Draft the SMS message using this format:  \n   - “Hey (first name)! Nolan from Agent Stack here—just saw your appointment come through. Pumped to hear more about (project details). See you on (meeting day/date)!”  \n6. Output must include:  \n   - Subject  \n   - Email  \n   - Text Message  \n\n## Tools  \n- Testimonials Tool: For pulling relevant proof points  \n- Email Agent: For formatting and polishing  \n- Update Sheets 2: To store outputs  \n\n## Examples  \n- **Output Subject:**  \n  Excited to connect, Jason  \n\n- **Output Email:**  \n  Hey Jason,  \n\n  Saw your booking—excited to dive in on Thursday.  \n\n  Automating custom proposal workflows is right in our wheelhouse. We actually just helped Vibe Studios who runs a creative agency cut 12+ hrs/week of manual drafting and boost proposal output by 4x—just by automating creative packaging from content requests.  \n\n  Looking forward to showing you what’s possible.  \n\n  – Nolan  \n\n- **Output Text Message:**  \n  Hey Jason! Nolan from Agent Stack here—just saw your appointment come through. Pumped to hear more about your proposal automation plans. See you on Thursday!  \n\n## SOP (Standard Operating Procedure)  \n1. Parse all inputs and identify:  \n   - Name  \n   - Specific problem or goal  \n   - Relevant testimonial  \n2. Draft:  \n   - Subject line using first name  \n   - Email using the provided structure and tone  \n   - SMS with natural tone  \n3. Output fields:  \n   - Output Subject  \n   - Output Email  \n   - Output Text Message  \n4. Use Update Sheets 2 to store the following:  \n   - Name  \n   - Email  \n   - Company Name  \n   - Subject  \n   - Email Body  \n   - SMS Message  \n\n## Final Notes  \n- Use clean, minimal formatting—no fluff, no pitchy language.  \n- The testimonial is central—tie it directly to the prospect’s challenge.  \n- The tone should sound like a proactive, thoughtful rep who did their homework.  \n---\n\n"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.9
    },
    {
      "id": "cbfff133-26cf-4664-941f-f16e3f7d6941",
      "name": "レビューコール",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        480,
        -80
      ],
      "parameters": {
        "options": {},
        "filtersUI": {
          "values": [
            {
              "lookupValue": "FILL",
              "lookupColumn": "company_overview"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 236449331,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit#gid=236449331",
          "cachedResultName": "Meeting Data"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit?usp=drivesdk",
          "cachedResultName": "Mock Data"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "2b18954c-9d14-47db-9883-1b44f5b44b8c",
      "name": "OpenAIチャットモデル1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1136,
        160
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "gpt-4.1"
        },
        "options": {}
      },
      "typeVersion": 1.2
    },
    {
      "id": "30ea88b4-5c47-4301-9255-8a2744e776cf",
      "name": "顧客評価ツール",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        1264,
        320
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 2060485763,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit#gid=2060485763",
          "cachedResultName": "Success Stories"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit?usp=drivesdk",
          "cachedResultName": "Mock Data"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "30a1b721-3131-4a33-b655-f2fcb749c816",
      "name": "構造化出力パーサー1",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        1488,
        128
      ],
      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{\n  \"type\": \"object\",\n  \"properties\": {\n    \"subject\": {\n      \"type\": \"string\",\n      \"description\": \"The subject line of the confirmation email\"\n    },\n    \"email\": {\n      \"type\": \"string\",\n      \"description\": \"The full content of the confirmation email\"\n    },\n    \"text_message\": {\n      \"type\": \"string\",\n      \"description\": \"The full content of the confirmation SMS message\"\n    }\n  },\n  \"required\": [\"subject\", \"email\", \"text_message\"]\n}\n"
      },
      "typeVersion": 1.2
    },
    {
      "id": "8bb34416-b063-47db-bf67-c5df5e0b9cfa",
      "name": "シートの更新2",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        1408,
        272
      ],
      "parameters": {
        "columns": {
          "value": {
            "sms": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('sms', ``, 'string') }}",
            "Email": "={{ $('Review Calls').item.json.Email }}",
            "email_text": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('email_text', ``, 'string') }}",
            "email_subject": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('email_subject', ``, 'string') }}"
          },
          "schema": [
            {
              "id": "Call Date",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Call Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Company Name",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Company Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Website",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Website",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Business Type",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Business Type",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Project",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "Project",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company_overview",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "company_overview",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "tech_stack",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "tech_stack",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "company_updates",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "company_updates",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "primary_solution",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "primary_solution",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "solution_2",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "solution_2",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "solution_3",
              "type": "string",
              "display": true,
              "removed": true,
              "required": false,
              "displayName": "solution_3",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email_subject",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "email_subject",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "email_text",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "email_text",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sms",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "sms",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "row_number",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "row_number",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "update",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 236449331,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit#gid=236449331",
          "cachedResultName": "Meeting Data"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4/edit?usp=drivesdk",
          "cachedResultName": "Mock Data"
        }
      },
      "typeVersion": 4.5
    },
    {
      "id": "51640668-4212-4a55-92cb-e71829734de1",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -288,
        -400
      ],
      "parameters": {
        "width": 464,
        "height": 768,
        "content": "### ⚙️ Sales Assistant Build: Automate Prospect Research and Personalized Outreach for Sales Calls\n\n### 🧑‍💻 Author: [LeeWei]\n\n---\n\n### 🚀 Steps to Connect:\n\n1. **Google Sheets Setup**\n    - Connect your Google account via OAuth2 in the \"Review Calls\", \"Product List\", \"Testimonials Tool\", \"Update Sheet\", and \"Update Sheets 2\" nodes.\n    - Duplicate the mock Google Sheet (ID: `1u3WMJwYGwZewW1IztY8dfbEf5yBQxVh8oH7LQp4rAk4`) to your drive and update the `documentId` in all Google Sheets nodes to match your copy's ID.\n    - Ensure the sheet has tabs for \"Meeting Data\", \"Products\", and \"Success Stories\" populated with your data.\n    - Setup time: ~5 minutes.\n\n2. **OpenAI API Key**\n    - Go to [OpenAI](https://platform.openai.com/) and generate your API key.\n    - Paste this key into the credentials for both \"OpenAI Chat Model\" and \"OpenAI Chat Model1\" nodes.\n    - Setup time: ~2 minutes.\n\n3. **Tavily API Key**\n    - Sign up at [Tavily](https://tavily.com/) and get your API key.\n    - In the \"Tavily\" node, replace the placeholder `api_key` in the JSON body with your key (e.g., `\"api_key\": \"your-tavily-key-here\"`).\n    - Setup time: ~3 minutes.\n\n---\n\n---\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "bcde15ce-da96-4ef2-a57a-41f595a3d490",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        192,
        -400
      ],
      "parameters": {
        "width": 640,
        "height": 304,
        "content": "\n### How it Works\n\n• Triggers on a new sales call booking (manual for testing).  \n• Pulls prospect details from Google Sheets and researches their company, tech stack, and updates using Tavily.  \n• Matches relevant products/solutions from your product list and updates the sheet.  \n• Generates personalized email confirmation (subject + body) and SMS using testimonials for relevance.  \n• Updates the sheet with the outreach content for easy follow-up.\n\nSetup takes ~10-15 minutes total. All nodes are pre-configured—edit only the fields above. Detailed notes (e.g., prompt tweaks) are in sticky notes within the workflow.\n)"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "4e4ba2bb-63bb-467c-bd53-fa2faee83424",
  "connections": {
    "ef3cb50c-32c4-4ff4-9964-1a2192966ffb": {
      "ai_tool": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9": {
      "main": [
        [
          {
            "node": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "210bb30f-aa00-4a35-9d7c-1865611d52f7": {
      "ai_tool": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "cbfff133-26cf-4664-941f-f16e3f7d6941": {
      "main": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "dd39dd98-d366-4329-9e38-547123f0914b": {
      "ai_tool": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "8bb34416-b063-47db-bf67-c5df5e0b9cfa": {
      "ai_tool": [
        [
          {
            "node": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "bd083da2-6ad3-410e-a651-4ad3a8330bb2": {
      "ai_languageModel": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "30ea88b4-5c47-4301-9255-8a2744e776cf": {
      "ai_tool": [
        [
          {
            "node": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "2b18954c-9d14-47db-9883-1b44f5b44b8c": {
      "ai_languageModel": [
        [
          {
            "node": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "3ed64385-9943-46e0-b9c6-0db5de32b94e": {
      "ai_outputParser": [
        [
          {
            "node": "a7ab2ed8-4b80-43c8-9ee6-f5df7f30fcb9",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "30a1b721-3131-4a33-b655-f2fcb749c816": {
      "ai_outputParser": [
        [
          {
            "node": "77d1ddb7-4a7f-436e-8fd2-1d5aa5720481",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "7dc4bbec-dae0-459f-840b-909b9bc46e5a": {
      "main": [
        [
          {
            "node": "cbfff133-26cf-4664-941f-f16e3f7d6941",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

中級 - リードナーチャリング, マルチモーダルAI

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

関連ワークフロー

GPT-4、Tavily、Google Sheetsを使用してサポート電話の研究とフォローアップを自動化
GPT-4、Tavily、Google Sheetsを使った営業電話の研究とフォロアップの自動化
Google Sheets
Manual Trigger
Agent
+
Google Sheets
Manual Trigger
Agent
15 ノードMuhammad Bello
リードナーチャリング
AI、Hedra、ElevenLabsでウイルスのなベイビー名前のPodcastを生成する
AI、Hedra、ElevenLabsを使ってウイルスのな赤ちゃん有名人のなポッドキャストを生成
Code
Wait
Merge
+
Code
Wait
Merge
35 ノードLeeWei
コンテンツ作成
適応型メール自動返信(GPT-4、RAG、および人間フィードバックループ)
適応型メール自動返信機能(GPT-4、RAG、人間フィードバックループ)
If
Set
Gmail
+
If
Set
Gmail
38 ノードLeeWei
コンテンツ作成
OpenAI、RunwayML、ElevenLabsを使って無顔の短い動画を自動化
OpenAI、RunwayML、ElevenLabs を使ってアニメ顔の短い動画を自動化:スクリプトからソーシャルメディアへ
Set
Code
Wait
+
Set
Code
Wait
56 ノードLeeWei
コンテンツ作成
アイスのリエンゲージングメールジェネレーター:GPT-4o-mini、OutlookとSheets
冷録客の再参画像メールジェネレータ:GPT-4o-mini、OutlookとSheets
Code
Aggregate
Google Sheets
+
Code
Aggregate
Google Sheets
15 ノードRobert Breen
リードナーチャリング
YouTube 動画に基づく自律ブログ公開
YouTube 動画から ChatGPT、Sheets、Apify、Pexels、WordPress を使用してブログの自主公開
If
Set
Code
+
If
Set
Code
80 ノードOriol Seguí
コンテンツ作成
ワークフロー情報
難易度
中級
ノード数15
カテゴリー2
ノードタイプ8
難易度説明

経験者向け、6-15ノードの中程度の複雑さのワークフロー

外部リンク
n8n.ioで表示

このワークフローを共有

カテゴリー

カテゴリー: 34