Agent Workflow

Automated workflow: Agent Workflow. This workflow integrates 12 different services: webhook, microsoftOutlook, stickyNote, httpRequest, code. It contains 36 nodes and follows best practices for error handling and security.

Workflow Structure (16 nodes)
100%
Webhook
Webhook
If
Source Website and Status Open
Set
Lead Body
Http Request
Get Lead Data from ERPNext
If
Inquiry has Notes
No Op
OpenAI Chat Model
No Op
Customer Lead AI Agent
Google Sheets Tool
Abbriviations
Google Docs Tool
Company Profile
Google Docs Tool
Company Policies
Google Sheets Tool
Company Contact Database
If
Inquiry is Valid?
Code
Fields for Outlook
Set
Email Body Text Generated by AI
Code
Email Body for Outlook
Microsoft Outlook
Microsoft Outlook
Node Types:
default
action
transform
logic
code
http
trigger
Requires credentials

Prerequisites

Required Credentials (5)

Erp Next

Used by: Get Lead Data from ERPNext

Docs

Google Docs

Used by: Company Profile, Company Policies

Docs

Google Sheets

Used by: Abbriviations, Company Contact Database

Docs

Microsoft Outlook

Used by: Microsoft Outlook

Docs

OpenAI

Used by: OpenAI Chat Model

Docs

Multiple services required

This workflow needs 5 different credentials. Make sure you have accounts for all services before importing.

Complexity

Advanced

Expert level. Custom code, complex logic, many integrations.

Setup time: ~1 hour
Score: 90/100
Custom Code
Conditional Logic
6 Integrations

When to Use This Workflow

Automated Reporting

Automatically collect and organize data into spreadsheets for analysis.

Spend less time on data entry and more time on insights.

Real-time Response

React instantly when events happen - new orders, form submissions, or API calls.

Zero delay between trigger and action for time-sensitive workflows.

Error Reduction

Eliminate human error from routine processes with consistent automation.

Improve accuracy and reliability across your workflows.

workflow.json
{
  "meta": {
    "instanceId": "workflow-3644fc21",
    "versionId": "1.0.0",
    "createdAt": "2025-09-29T07:07:42.760576",
    "updatedAt": "2025-09-29T07:07:42.760601",
    "owner": "n8n-user",
    "license": "MIT",
    "category": "automation",
    "status": "active",
    "priority": "high",
    "environment": "production"
  },
  "nodes": [
    {
      "id": "23291d25-3e1a-4b0d-9b1d-d066e8c04a1f",
      "name": "Customer Lead AI Agent",
      "type": "n8n-nodes-base.noOp",
      "position": [
        -640,
...

Workflow Details

Nodes
27
Trigger
Webhook
Source
community
Added
Sep 29, 2025

Need Help?

Check out the official n8n documentation for detailed guides.

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