Automatic Reminders For Follow-ups with AI and Human in the loop Gmail

This n8n template extends the idea of follow-up reminders by having an AI agent suggest and book the next call or message to re-engage prospects which have been ignored.

What makes this template particularly interesting and actually usable is that it uses the Human-in-the-loop approach to wait for a user's approval before actually making the booking or otherwise not if the user declined.

A twist on a traditional idea where we can reduce the number of actionable tasks a human has to make by delegating them to AI.

How it works A scheduled trigger checks your google calendar for sales meetings which happened a few days ago. For each event, gmail search is used to figure out if a follow-up message has been sent or received from the other party since the meeting. If none, it might mean the user needs a reminder to follow-up. For leads applicable for follow-up, we first get an AI Agent to find available meeting slots in the calendar. These slots and reminder are sent to the user via send-and-approval mode of the gmail node. The user replies in natural language either picking a slot, suggesting an entirely new slot or declines the request. When accepted, another AI Agent books the meeting in the calendar with the proposed dates and lead. When declined, no action is taken.

How to use Update all calendar nodes (+subnodes) to point to the right calendar. If this is a shared-purpose calendar, you may need to either filter or create a new calendar. Update the gmail nodes to point to the right accounts.

Requirements Google OAuth for Email and Calendar OpenAI for LLM

Customising the template Not using Google? Swap out for Microsoft Outlook/Calendar or something else. Try swapping out or adding in additional send-for-approval methods such as telegram or whatsapp.