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27 - 智能跟进引擎

中级

这是一个Miscellaneous, Multimodal AI领域的自动化工作流,包含 13 个节点。主要使用 Set, Slack, Hubspot, Telegram, MondayCom 等节点。 使用GPT-4o-mini、HubSpot、Slack、Teams和Telegram自动化销售跟进

前置要求
  • Slack Bot Token 或 Webhook URL
  • HubSpot API Key
  • Telegram Bot Token
  • OpenAI API Key
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "id": "",
  "meta": {
    "instanceId": "",
    "templateCredsSetupCompleted": true
  },
  "name": "27 - 智能跟进引擎",
  "tags": [],
  "nodes": [
    {
      "id": "7eefaae3-a1a5-480d-b5f6-12dd6e29079a",
      "name": "📝 设置样本数据",
      "type": "n8n-nodes-base.set",
      "position": [
        20,
        0
      ],
      "parameters": {
        "values": {
          "string": [
            {
              "name": "contact_name",
              "value": "John Doe"
            },
            {
              "name": "context",
              "value": "had a product demo yesterday and showed strong interest in our enterprise features"
            },
            {
              "name": "Email",
              "value": "john.doe@example.com"
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 2
    },
    {
      "id": "e095c44e-2662-4f1a-913b-f30d66ef199a",
      "name": "💬 Slack 提醒",
      "type": "n8n-nodes-base.slack",
      "position": [
        836,
        -200
      ],
      "webhookId": "YOUR_WEBHOOK_ID",
      "parameters": {
        "text": "=📞 Follow-up Reminder\n\n**Contact:** {{ $('📝 Set Sample Data').item.json.contact_name }}\n**Context:** {{ $('📝 Set Sample Data').item.json.context }}\n\n**Suggested Message:**\n{{ $json.output }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_SLACK_CHANNEL_ID",
          "cachedResultName": "general"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "YOUR_SLACK_CREDENTIAL_ID",
          "name": "Slack account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "69316064-2c3b-480a-83ce-4a71d8266b1c",
      "name": "🤖 生成跟进消息",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        460,
        0
      ],
      "parameters": {
        "text": "=Generate a short, professional follow-up message for {{ $json.properties.firstname }} {{ $json.properties.lastname }}, who {{ $('📝 Set Sample Data').item.json.context }}.\n\nThe tone should be friendly, personalized, and reference the previous interaction.\n\nClearly suggest relevant next steps (e.g., scheduling a call, sharing resources, or continuing the discussion).\n\nKeep it under 150 words.\n\nAt the end of the message, include this signature block exactly as written (no placeholders):\n\nBest regards,  \n[Your Name]  \n[Your Title] | [Your Company]  \n📧 [your.email@company.com]\n\nReturn only the final message, fully ready to send, with no extra notes or placeholders.",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "084edea7-d5d0-43d8-942a-4bdd97cfc739",
      "name": "🔗 HubSpot 联系人查询",
      "type": "n8n-nodes-base.hubspot",
      "position": [
        240,
        -100
      ],
      "parameters": {
        "operation": "search",
        "returnAll": true,
        "authentication": "appToken",
        "filterGroupsUi": {
          "filterGroupsValues": [
            {
              "filtersUi": {
                "filterValues": [
                  {
                    "value": "={{ $json.Email }}",
                    "propertyName": "email|string"
                  }
                ]
              }
            }
          ]
        },
        "additionalFields": {}
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "YOUR_HUBSPOT_CREDENTIAL_ID",
          "name": "HubSpot account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "4b7440f8-585e-48f8-afee-4733ed368b52",
      "name": "🤖 AI 语言模型",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        548,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "f9059d28-3467-4c03-b201-19582cd2b1ac",
      "name": "📋 Monday 联系人获取",
      "type": "n8n-nodes-base.mondayCom",
      "disabled": true,
      "position": [
        240,
        100
      ],
      "parameters": {
        "boardId": "YOUR_MONDAY_BOARD_ID",
        "operation": "get"
      },
      "credentials": {
        "mondayComApi": {
          "id": "YOUR_MONDAY_CREDENTIAL_ID",
          "name": "Monday.com account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "08f85001-7652-4e37-ba34-dfbb59825552",
      "name": "💬 Telegram 提醒",
      "type": "n8n-nodes-base.telegram",
      "position": [
        836,
        0
      ],
      "webhookId": "YOUR_TELEGRAM_WEBHOOK_ID",
      "parameters": {
        "text": "={{ $json.output }}",
        "chatId": "YOUR_TELEGRAM_CHAT_ID",
        "additionalFields": {
          "appendAttribution": false
        }
      },
      "credentials": {
        "telegramApi": {
          "id": "YOUR_TELEGRAM_CREDENTIAL_ID",
          "name": "Telegram account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "6c0ac7d9-8abe-4551-8de6-091b09cd7159",
      "name": "💬 Teams 提醒",
      "type": "n8n-nodes-base.microsoftTeams",
      "position": [
        836,
        200
      ],
      "webhookId": "YOUR_TEAMS_WEBHOOK_ID",
      "parameters": {
        "teamId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_TEAMS_ID"
        },
        "message": "={{ $json.output }}",
        "options": {},
        "resource": "channelMessage",
        "channelId": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_TEAMS_CHANNEL_ID"
        }
      },
      "credentials": {
        "microsoftTeamsOAuth2Api": {
          "id": "YOUR_TEAMS_CREDENTIAL_ID",
          "name": "Microsoft Teams account"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "6b267854-a2bf-4ce6-8244-415ee4aad6de",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -280,
        -340
      ],
      "parameters": {
        "color": 3,
        "width": 440,
        "height": 700,
        "content": "### 📹 输入与上下文设置"
      },
      "typeVersion": 1
    },
    {
      "id": "c234e7c1-afa6-4611-bc78-551906a21ffa",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        180,
        -340
      ],
      "parameters": {
        "color": 2,
        "width": 220,
        "height": 700,
        "content": "### 📹 联系人信息丰富(HubSpot 与 CRM)"
      },
      "typeVersion": 1
    },
    {
      "id": "14774cbd-54aa-4c19-af32-f96c3c74343d",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        420,
        -340
      ],
      "parameters": {
        "color": 4,
        "width": 320,
        "height": 700,
        "content": "### 📹 AI 跟进消息生成"
      },
      "typeVersion": 1
    },
    {
      "id": "6c868150-c30c-4ad8-aaa6-9ac07139b773",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        760,
        -340
      ],
      "parameters": {
        "color": 5,
        "width": 300,
        "height": 700,
        "content": "### 📹 多渠道通信"
      },
      "typeVersion": 1
    },
    {
      "id": "0ea76191-a7e0-46b4-8af6-ac3583f9bc8e",
      "name": "🕐 计划触发器",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -200,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "",
  "connections": {
    "💬 Slack Reminder": {
      "main": [
        []
      ]
    },
    "📝 Set Sample Data": {
      "main": [
        [
          {
            "node": "🔗 HubSpot Contact Lookup",
            "type": "main",
            "index": 0
          },
          {
            "node": "📋 Monday Contact Fetch",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🕐 Schedule Trigger": {
      "main": [
        [
          {
            "node": "📝 Set Sample Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🤖 AI Language Model": {
      "ai_languageModel": [
        [
          {
            "node": "🤖 Generate Follow-up Message",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "📋 Monday Contact Fetch": {
      "main": [
        [
          {
            "node": "🤖 Generate Follow-up Message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🔗 HubSpot Contact Lookup": {
      "main": [
        [
          {
            "node": "🤖 Generate Follow-up Message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🤖 Generate Follow-up Message": {
      "main": [
        [
          {
            "node": "💬 Slack Reminder",
            "type": "main",
            "index": 0
          },
          {
            "node": "💬 Telegram Reminder",
            "type": "main",
            "index": 0
          },
          {
            "node": "💬 Teams Reminder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流?

复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景?

中级 - 杂项, 多模态 AI

需要付费吗?

本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。

工作流信息
难度等级
中级
节点数量13
分类2
节点类型10
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

作者
Avkash Kakdiya

Avkash Kakdiya

@itechnotion

🚀 Founder of iTechNotion — we build custom AI-powered automation workflows for startups, agencies, and founders. 💡 Specializing in agentic AI systems, content automation, sales funnels, and digital workers. 🔧 14+ years in tech | Building scalable no-code/low-code solutions using n8n, OpenAI, and other API-first tools. 📬 Let’s automate what slows you down.

外部链接
在 n8n.io 查看

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