Projects
12 — An orchestrated sales cycle, with AI in the middle
n8n Automations
n8n automations that orchestrate an entire sales cycle, from a new case to the invoice. The main workflow exposes a webhook endpoint for every step; a dedicated sub-workflow uses an AI agent to produce a document from the material gathered during a call.
Real interface
01 / 02
Main workflow: one webhook endpoint per step of the sales cycle, from new case to invoice
- The main workflow receives new case, appointment, call material, approved requirements, accepted quote, signed contract, payment received, invoice issued and status updates, each on its own endpoint.
- Every branch validates the input, updates the record on Google Sheets, archives to Google Drive, creates the calendar event, notifies and answers with a result or an error.
- The Desiderata AI sub-workflow hands the call material to an AI agent with persistent conversational memory, formats the document, saves it as a draft on Drive and reports the status back into the main cycle.
Stack
n8nWebhookGoogle SheetsGoogle DriveGoogle CalendarMongoDB