Get Started
Back to Templates

Automate Sales Outreach with OpenAI, Tavily & Google Sheets for Prospect Research

Created by

Created by: LeeWei || leeweihernandez07

LeeWei

Last update

Last update 6 days ago

Categories

Share

⚙️ Sales Assistant Build: Automate Prospect Research and Personalized Outreach for Sales Calls

🚀 Steps to Connect:

  1. Google Sheets Setup

    • Connect your Google account via OAuth2 in the "Review Calls", "Product List", "Testimonials Tool", "Update Sheet", and "Update Sheets 2" nodes.
    • 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.
    • Ensure the sheet has tabs for "Meeting Data", "Products", and "Success Stories" populated with your data.
    • Setup time: ~5 minutes.

  2. OpenAI API Key

    • Go to OpenAI and generate your API key.
    • Paste this key into the credentials for both "OpenAI Chat Model" and "OpenAI Chat Model1" nodes.
    • Setup time: ~2 minutes.

  3. Tavily API Key

    • Sign up at Tavily and get your API key.
    • In the "Tavily" node, replace the placeholder api_key in the JSON body with your key (e.g., "api_key": "your-tavily-key-here").
    • Setup time: ~3 minutes.

How it Works

• Triggers on a new sales call booking (manual for testing).
• Pulls prospect details from Google Sheets and researches their company, tech stack, and updates using Tavily.
• Matches relevant products/solutions from your product list and updates the sheet.
• Generates personalized email confirmation (subject + body) and SMS using testimonials for relevance.
• Updates the sheet with the outreach content for easy follow-up.

Setup 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.