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

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

🚀 Steps to Connect:

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.

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.

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.