Quick overview When a visitor signs in at your open house, this workflow instantly scores their buying intent using Gemini AI, sends a personalized follow-up email via Gmail, logs every visitor to Google Sheets, and alerts the agent for hot leads only. How it works A visitor signs in via your Google Form at the open house. Their details — name, email, phone, budget, timeline, and buying intent — are captured automatically. AI (Gemini) scores them as Hot, Warm, or Cold based on their responses and drafts a personalized follow-up email in the same step. A tailored thank-you and next-step email sends immediately via Gmail. Every visitor is logged to Google Sheets with their score, reasoning, and message sent. If a lead scores Hot, the agent receives an instant notification email — and optionally a Slack alert — so they can prioritize personal outreach right away. Setup Connect credentials for Google Sheets (trigger and append), Google Gemini (PaLM API), and Gmail (to send visitor follow-ups and agent notifications).
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See all AI Automation→Recommend supplier consolidation with Google Sheets, Groq, Slack and Gmail
Quick overview This workflow runs weekly to read supplier spend data from Google Sheets, detect overlapping suppliers across departments, estimate potential consolidation savings, and use Groq-hosted LLM analysis to assess risk and produce recommendations that are sent to Slack and emailed via Gmail. How it works Runs every week on a scheduled trigger. Reads supplier records from a Google Sheets spreadsheet and keeps key fields like supplier name, department, spend, risk rating, and stakeholder email. Groups and normalizes supplier names to find suppliers used by multiple departments and calculates estimated savings and an opportunity level. Sends each consolidation opportunity to a Groq chat model to evaluate risk versus savings and return a JSON decision and recommendation. Parses the AI JSON output, merges it with the calculated savings data, and formats a final recommendation record. Posts the recommendation to a Slack channel and emails a formatted report to the supplier stakeholder email address. Setup Connect your Google Sheets OAuth account and update the spreadsheet ID and sheet/tab to match your supplier records. Add a Groq API credential for the chat model used to evalua
WSend weekly blended ad performance reports with Meta Ads, Google Ads, GA4 and OpenAI
Quick overview This workflow runs every Monday at 8am, pulls last-7-days performance data from the Meta Ads API, Google Ads API, and Google Analytics 4, calculates blended KPIs, uses OpenAI to generate a client-friendly insight summary, and delivers an HTML report by Gmail while posting status update to Slack. How it works Runs every Monday at 8am on a schedule trigger. Fetches the last 7 days of spend and engagement metrics from the Meta Ads Insights endpoint. Fetches the last 7 days of campaign cost, clicks, and conversions from the Google Ads API using a streamed search query. Fetches the last 7 days of conversions and revenue by default channel group from the Google Analytics 4 Data API. Combines the three datasets and calculates blended totals for spend, conversions, revenue, and ROAS. Sends the blended metrics to OpenAI to generate a 3–4 sentence plain-language weekly performance summary. Builds a simple HTML report and sends it to the client via Gmail while posting a short “report sent” summary to a Slack channel. If the workflow execution fails, posts the error message to an ops Slack channel. Setup Add credentials and replace the placeholders for your Meta Ads token and ad
Qualify voicemail leads with Twilio, Google Gemini, Gmail and Google Sheets
Quick overview When a buyer or seller leaves a voicemail, this workflow transcribes it automatically, qualifies their intent using Gemini AI, sends an instant SMS acknowledgment, and alerts the agent for Hot leads — turning every missed call into a qualified lead within seconds. How it works Receives a POST webhook from Twilio when a voicemail recording and transcription are completed. Validates the voicemail by checking that the recording is completed, the transcription is completed, and the call duration is longer than 5 seconds. Extracts the transcript, caller phone number, call SID, duration, and recording URL, then sends the transcript to Google Gemini to return structured lead details, a Hot/Warm/Cold score, and draft SMS/email replies. Parses and sanitizes the Gemini JSON output, applies fallbacks if parsing fails, optionally appends a Google Calendar booking link for Hot leads, and builds an agent-ready HTML summary including the transcript and recording link. Sends an acknowledgment SMS to the caller via Twilio, and sends an acknowledgment email via Gmail only when a caller email address is available. Appends the lead details, transcript, and messaging status to a Google S