Rappels de suivi automatiques avec IA et intervention humaine (Gmail)

Avancé

Ceci est unAIworkflow d'automatisation du domainecontenant 22 nœuds.Utilise principalement des nœuds comme Set, Gmail, Filter, GoogleCalendar, SplitInBatches, combinant la technologie d'intelligence artificielle pour une automatisation intelligente. Relances automatiques collaboratives (IA + humain) via Gmail

Prérequis
  • Compte Google et informations d'identification Gmail API
  • Clé API OpenAI
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "408f9fb9940c3cb18ffdef0e0150fe342d6e655c3a9fac21f0f644e8bedabcd9",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "cbc2ee05-3bb9-4064-ac26-fed7241e673f",
      "name": "Déclencheur programmé",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -460,
        0
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "triggerAtHour": 6
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4a18dea4-9eda-4b8e-9d0c-fff9793802c5",
      "name": "Obtenir les événements passés",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
        -280,
        0
      ],
      "parameters": {
        "options": {},
        "timeMax": "={{ $now.minus({ day: 2 }) }}",
        "timeMin": "={{ $now.minus({ day: 4 }) }}",
        "calendar": {
          "__rl": true,
          "mode": "id",
          "value": "<your-calendar>"
        },
        "operation": "getAll"
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "id": "kWMxmDbMDDJoYFVK",
          "name": "Google Calendar account"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "df2ef6d0-5fcb-43c5-8ba9-2d094dffb4e1",
      "name": "Boucle sur les éléments",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        200,
        40
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "bedc77ad-f0c9-47ae-9609-48ceda47a224",
      "name": "Marquer pour suivi",
      "type": "n8n-nodes-base.set",
      "position": [
        580,
        200
      ],
      "parameters": {
        "mode": "raw",
        "options": {},
        "jsonOutput": "={{\n{\n  ...$('Loop Over Items').first().json,\n  followUp: $json.isEmpty()\n}\n}}",
        "includeOtherFields": true
      },
      "typeVersion": 3.4
    },
    {
      "id": "b332ca5d-45d5-4a79-a028-baa1728aea78",
      "name": "Suivis uniquement",
      "type": "n8n-nodes-base.filter",
      "position": [
        400,
        40
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "73f38d1b-75c6-4372-8e81-a2db61b045a8",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "1b8a6510-f1c5-4969-a68d-143874b5737d",
      "name": "Obtenir les e-mails depuis",
      "type": "n8n-nodes-base.gmail",
      "position": [
        400,
        200
      ],
      "webhookId": "08fbccff-cce6-461a-b040-f5a74920c803",
      "parameters": {
        "limit": 1,
        "filters": {
          "q": "=(from:{{ $json.attendees.find(attendee => !attendee.self)?.email }} OR to:{{ $json.attendees.find(attendee => !attendee.self)?.email }})",
          "receivedAfter": "={{ $json.end.dateTime }}"
        },
        "resource": "thread"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "Sf5Gfl9NiFTNXFWb",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1,
      "alwaysOutputData": true
    },
    {
      "id": "4ce7ac3f-bad8-4822-b166-fd164d733734",
      "name": "Sortie",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        1140,
        220
      ],
      "parameters": {
        "schemaType": "manual",
        "inputSchema": "{\n  \"type\": \"object\",\n  \"properties\": {\n    \"slots\": {\n      \"type\": \"array\",\n      \"items\": {\n        \"type\": \"object\",\n        \"properties\": {\n          \"start\": { \"type\": \"string\" },\n          \"end\": { \"type\": \"string\" }\n        }\n      }\n    }\n  }\n}"
      },
      "typeVersion": 1.2
    },
    {
      "id": "a22c5b78-d213-4e37-b2c6-f3d1dac96858",
      "name": "Disponibilité",
      "type": "n8n-nodes-base.googleCalendarTool",
      "position": [
        1020,
        220
      ],
      "parameters": {
        "options": {
          "timezone": {
            "__rl": true,
            "mode": "id",
            "value": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Timezone', ``, 'string') }}",
            "__regex": "([-+/_a-zA-Z0-9]*)"
          }
        },
        "timeMax": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('End_Time', ``, 'string') }}",
        "timeMin": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Start_Time', ``, 'string') }}",
        "calendar": {
          "__rl": true,
          "mode": "id",
          "value": "<your-calendar>"
        },
        "resource": "calendar"
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "id": "kWMxmDbMDDJoYFVK",
          "name": "Google Calendar account"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "690c79d3-cf0e-4d15-9419-dafb7d86025b",
      "name": "Modèle",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        900,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8gccIjcuf3gvaoEr",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4e9d23c0-f9a0-4e71-b1b8-1011313942ba",
      "name": "Agent de disponibilité de réunion",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        920,
        40
      ],
      "parameters": {
        "text": "=### Details of the previous call as following\ntitle: {{ $json.summary }}\ndate: {{ $json.start.dateTime }} {{ $json.start.timeZone }}\nduration: {{ DateTime.fromISO($json.end.dateTime).diffTo(DateTime.fromISO($json.start.dateTime), 'minutes') }} minutes",
        "options": {
          "systemMessage": "=You are a calendar availability assistant. Analyse the previous meeting and help me find a similar available slot for the next meeting.\n* take into consideration the day, time of day and duration of the previous meeting and try to set the same or similar for the next\n* next meeting should be in the future.\n* return a list of available slots so that I can forward them to the user.\n\nToday's date is {{ $now }}."
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 1.7
    },
    {
      "id": "851728bf-7f94-4434-9dc6-23569544cdb7",
      "name": "Générer un message",
      "type": "n8n-nodes-base.set",
      "position": [
        1260,
        40
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "cf09c95c-f25e-4fd7-bade-a0feaeaffb3b",
              "name": "message",
              "type": "string",
              "value": "=Hey, just noticed there wasn't a follow-up email to {{ $('Only Follow Ups').item.json.attendees.find(x => !x.self).email }} after your last call a few days ago.\n\nHere's are a few available slots to book the next call.\n{{\n$json.output.slots\n  .filter(slot => !DateTime.fromISO(slot.start).isWeekend())\n  .map(slot => `* ${DateTime.fromISO(slot.start).format('cccc, DDD @ hh:mm')} - ${DateTime.fromISO(slot.end).format('hh:mm')}`)\n.join('\\n')\n}}\n\nLet me know which I should book or let me know if it's okay to dismiss."
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "7e45eddc-8c34-402a-86a2-ed89ff463095",
      "name": "Réunions",
      "type": "n8n-nodes-base.googleCalendarTool",
      "position": [
        2360,
        240
      ],
      "parameters": {
        "end": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('End', ``, 'string') }}",
        "start": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Start', ``, 'string') }}",
        "calendar": {
          "__rl": true,
          "mode": "id",
          "value": "<your-calendar>"
        },
        "additionalFields": {
          "summary": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Summary', ``, 'string') }}",
          "description": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Description', ``, 'string') }}"
        }
      },
      "credentials": {
        "googleCalendarOAuth2Api": {
          "id": "kWMxmDbMDDJoYFVK",
          "name": "Google Calendar account"
        }
      },
      "typeVersion": 1.3
    },
    {
      "id": "74618cf0-1fe5-4abb-ba38-6818162ce826",
      "name": "Modèle1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2180,
        240
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8gccIjcuf3gvaoEr",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "790cc7ee-fe1b-434f-8736-38952bffbb85",
      "name": "Agent de réservation de réunion",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        2180,
        60
      ],
      "parameters": {
        "text": "={{ $json.data.text }}",
        "options": {
          "systemMessage": "=You are a meeting booking agent. Your task is to book the meeting requested if confirmed by the user or otherwise do nothing if the user wants to disregard. No need to ask for further approval.\n\nAI: {{ $('Generate Message').first().json.message }}"
        },
        "promptType": "define"
      },
      "typeVersion": 1.7
    },
    {
      "id": "7ed171b2-08ee-49b0-9f9b-b4943549b2f6",
      "name": "Marquer comme vu",
      "type": "n8n-nodes-base.removeDuplicates",
      "position": [
        -100,
        0
      ],
      "parameters": {
        "options": {},
        "operation": "removeItemsSeenInPreviousExecutions",
        "dedupeValue": "={{ $json.id }}"
      },
      "typeVersion": 2
    },
    {
      "id": "c8198538-4e02-429d-9fef-4cc2cb0bb7d0",
      "name": "Note adhésive",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -540,
        -200
      ],
      "parameters": {
        "color": 7,
        "width": 620,
        "height": 420,
        "content": "## 1. Get Recent Meetings\n[Learn more about the GCalendar node](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.googlecalendar)\n\nFor this template, a scheduled trigger is set to fire every morning to pull in past meetings from 2-3 days ago. A \"Remove Duplicates\" node ensures we don't double process events more than once between runs."
      },
      "typeVersion": 1
    },
    {
      "id": "ef4888e2-249f-4501-a731-4dc8886dfa1a",
      "name": "Note adhésive1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        100,
        -160
      ],
      "parameters": {
        "color": 7,
        "width": 680,
        "height": 600,
        "content": "## 2. Check If Any Messages Since\n[Read more about the Gmail node](https://docs.n8n.io/integrations/builtin/app-nodes/n8n-nodes-base.gmail)\n\nNext, we want to check if there has been any messages/contact between the lead and the user since the meeting ended. Where there is not, it could be a good opportunity to remind the user to reengage the lead as to not lose them."
      },
      "typeVersion": 1
    },
    {
      "id": "d9ccc4d5-2ccb-4f85-ada1-6a6fc5374ff2",
      "name": "Note adhésive2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        -160
      ],
      "parameters": {
        "color": 7,
        "width": 620,
        "height": 580,
        "content": "## 3. Suggest Availability For Next Call\n[Read more about AI Agents](https://docs.n8n.io/integrations/builtin/cluster-nodes/root-nodes/n8n-nodes-langchain.agent/)\n\nOnce filtered for applicable leads, we can use an AI Agent to suggest another meeting slot for them. An AI Agent can analyse the previous meeting details and use that information to suggest a similar date and time."
      },
      "typeVersion": 1
    },
    {
      "id": "851b15f6-ea6a-4d30-a45b-f9ed087a37fa",
      "name": "Note adhésive3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1440,
        -200
      ],
      "parameters": {
        "color": 7,
        "width": 540,
        "height": 520,
        "content": "## 4. Get Human Approval\n[Learn more about n8n's Human-in-the-loop features](https://docs.n8n.io/advanced-ai/examples/human-fallback/)\n\nOf course, we don't want the AI to actually book the meeting unless the user confirms it is something he/she wants to do and the best way to confirm is just to ask the user directly! Thanks for n8n's Human-in-the-loop feature, we can achieve this with a number of messaging protocols.\n\nHere, we're using the Gmail node's **Send-and-wait-for-approval** mode. This will send an email to the user and give them a textbox to tell our agent what they want to do next."
      },
      "typeVersion": 1
    },
    {
      "id": "725b187f-d59b-4a7d-bf11-6265a4c995ed",
      "name": "Note adhésive4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2000,
        -160
      ],
      "parameters": {
        "color": 7,
        "width": 640,
        "height": 560,
        "content": "## 5. Book the meeting If Accepted\n[Learn more about the AI Agent node](https://docs.n8n.io/integrations/builtin/cluster-nodes/root-nodes/n8n-nodes-langchain.agent/)\n\nFinally, the response from the user combined with the suggested availability slots are given to another AI agent which can book meetings. If the user accepted and confirmed a date, this agent will book the meeting on behalf of the user. If the user declined, then the agent takes no action."
      },
      "typeVersion": 1
    },
    {
      "id": "ae59a45a-01e9-42be-99da-f75ed90f881b",
      "name": "Note adhésive5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1000,
        -700
      ],
      "parameters": {
        "width": 420,
        "height": 980,
        "content": "## Try it out!\n### 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.\n\nWhat 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!\n\n### How it works\n* A scheduled trigger checks your google calendar for sales meetings which happened a few days ago.\n* 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.\n* For leads applicable for follow-up, we first get an AI Agent to find available meeting slots in the calendar.\n* 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.\n* When accepted, another AI Agent books the meeting in the calendar with the proposed dates and lead.\n\n### How to use\n* 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.\n* Update the gmail nodes to point to the right accounts.\n\n### Customising the template\n* Not using Google? Swap out for Microsoft or otherwise.\n* Try swapping out or adding in additional send-for-approval methods such as telegram or whatsapp.\n\n### Need Help?\nJoin the [Discord](https://discord.com/invite/XPKeKXeB7d) or ask in the [Forum](https://community.n8n.io/)!"
      },
      "typeVersion": 1
    },
    {
      "id": "46ef7220-49ea-4dfc-8e4c-ce7da5119daf",
      "name": "Envoyer pour approbation humaine",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1660,
        80
      ],
      "webhookId": "76b88312-1c54-482e-abdd-e699159577f0",
      "parameters": {
        "sendTo": "=<your-email-here>",
        "message": "={{ $json.message }}",
        "options": {},
        "subject": "=Book a follow-up meeting with {{ $('Only Follow Ups').item.json.attendees.find(x => !x.self).email }}?",
        "operation": "sendAndWait",
        "responseType": "freeText"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "Sf5Gfl9NiFTNXFWb",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    }
  ],
  "pinData": {},
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Intelligence Artificielle

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds22
Catégorie1
Types de nœuds12
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
Jimleuk

Jimleuk

@jimleuk

Freelance consultant based in the UK specialising in AI-powered automations. I work with select clients tackling their most challenging projects. For business enquiries, send me an email at hello@jimle.uk LinkedIn: https://www.linkedin.com/in/jimleuk/ X/Twitter: https://x.com/jimle_uk

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34