See llms.txt for all machine-readable content.

Back to Templates

Qualify website leads with an OpenAI chatbot, Supabase, Sheets and Twilio

Created by

Created by: AI Automation Playbook || aiautomationplaybook
AI Automation Playbook

Last update

Last update 3 days ago

Categories

Quick overview

This workflow turns website visitors into qualified leads. Local service businesses — plumbers, clinics, salons, contractors — whose websites get visitors but few enquiries, and agencies that want to offer a chatbot service without building one from scratch.

How it works

  1. A website visitor chats through a webhook endpoint.
  2. An AI agent answers questions from your FAQ knowledge base (Supabase vector store).
  3. An information extractor pulls the lead's name, phone, service needed and preferred time from the conversation.
  4. Qualified leads are saved to Google Sheets.
  5. The owner gets an instant SMS via Twilio.
  6. The full chat transcript is emailed to the owner via Gmail.
  7. Every Monday at 8:00 AM, the knowledge base updater lane downloads your FAQ document from Google Drive, re-chunks it, and upserts it into the same Supabase table the chat agent searches — answers stay current without manual work.

Setup

  1. Connect your own OpenAI, Supabase, Google Sheets, Google Drive, Twilio and Gmail credentials (all slots are placeholders — none are included).
  2. Fill both CONFIG nodes (business name, trade, service area, hours, owner phone/email, leads sheet ID, Twilio from-number, Drive file ID of your FAQ document).
  3. Create a Supabase table named faq_documents and a Leads tab in your sheet.
  4. Upload your FAQ document to Google Drive.
  5. Run the weekly lane once manually to populate the knowledge base.
  6. Activate the workflow and point your website chat widget at the Chat Webhook production URL.

Requirements

  • An OpenAI API key, a Supabase project, a Google account (Sheets + Drive), a Twilio account with a phone number, and a Gmail account. A website chat widget that can POST to a webhook URL.

Customization

  • Edit the agent's system prompt to change tone and qualification rules, extend the information-extractor schema with extra fields (budget, postcode), swap the Sheets logger for your CRM, change the weekly schedule, or replace the Drive FAQ source with a Notion or website crawl.

Additional info

Useful for freelancers, small agencies, founders and SDRs doing their own cold outreach, plus agencies wanting a sellable chatbot service for local clients.