AI Sales Assistant AI Agent

Delivery period: within 14 days

The AI Sales Assistant is an advanced automation system built on n8n + OpenAI + Google Sheets + Tavily, designed to analyze sales calls, extract key insights, and generate optimized follow-ups or sales messages automatically.

It transforms your sales process into a data-driven, AI-powered operation — reviewing call summaries, structuring insights, and writing persuasive messages tailored to each client.

Perfect for sales teams, SDRs, business owners, and marketers who want to scale communication and close more deals with AI precision.

Core Features

• 🎧 Automatic Call Review: Extracts key details and tone from recorded sales notes or call summaries stored in Google Sheets.

• 🧠 AI Sales Agent: Uses GPT to identify buying signals, objections, pain points, and opportunities.

• 📝 Sales Writing Assistant: Crafts personalized follow-ups, proposal messages, and client outreach texts.

• 🔍 Research Integration (Tavily): Searches live data to enrich follow-ups with relevant context or competitor insights.

• 📊 Automated Sheet Updates: Logs every output (insight, summary, or generated message) into structured Google Sheets.

• 🧩 Multi-Agent Collaboration: Two specialized AI agents — one for analysis and one for persuasive writing — working in sync.

Workflow Overview

⚙️ 1️⃣ Data Intake

• Trigger: Manual or automatic when new call notes are added.

• Google Sheets Read: Fetches call summaries and client data for review.

🤖 2️⃣ AI Analysis Agent

• AI Agent Node: Analyzes calls for tone, needs, and potential upsell clues.

• Tools Used:

  • Tavily Search Tool: Finds extra context or company background.

  • Product List Sheet: Matches client interest to product catalog.

  • Update Sheet Node: Logs structured insights and lead categories.

✍️ 3️⃣ Sales Writing Assistant

• OpenAI Chat Model: Generates customized follow-ups or proposals.

• Testimonials Tool: Pulls product reviews or case studies to boost persuasiveness.

• Update Sheets 2: Saves all AI-written content in a separate tab for quick copy-paste use.

Ideal For

• 🧑‍💼 Sales Representatives & SDRs

• 🏢 B2B SaaS Founders

• 🧩 Marketing Teams

• 📞 Lead Nurturing Agencies

• 🚀 CRM Managers

Benefits

• ⚡ Automate Post-Call Work: No more manual note-taking or drafting emails.

• 🧠 AI-Powered Insights: Understand what customers really want in seconds.

• 💬 Instant Follow-ups: Automatically generate and store ready-to-send messages.

• 📈 Consistent Sales Quality: Ensure every client gets a well-crafted, personalized response.

• 🔄 Full CRM Sync: All actions logged neatly in Google Sheets.