Gmail + Google Sheets: AI lead follow-up that converts
Send new leads from Gmail into Google Sheets, then get smarter replies and demo scheduling.…
Deploy customer support bots that answer FAQs, triage tickets, and hand off to humans fast. Reduce backlog, speed response times, and keep every conversation logged.
Most setups follow a simple loop: capture, understand, answer, then escalate if needed. A workflow receives a message from Gmail, Slack, or a web form, and uses AI to classify intent (billing, bug, refund) and pull the right reply from your FAQs or docs. It sends a response, logs the conversation, and creates a Zendesk ticket when confidence is low. You can add rules for VIP customers, after-hours routing, and sentiment-based escalation.
Not really. If you can connect accounts and edit a few fields, you can launch a solid support bot from a prebuilt workflow. Youβll choose triggers (like Gmail or a web chat), customize the reply tone, and set clear escalation rules. Honestly, the βhardβ part is deciding what your bot should answer vs. what must go to a human. If you want deeper routing or RAG knowledge, you can refine it later.
If your inbox is full of repeat questions, automation can cut that work in half.
Start with one channel and one destination. Youβll need n8n (cloud or self-hosted), an AI provider like OpenAI, and at least one support source such as Gmail or a form. For ticketing, connect Zendesk; for internal handoffs, connect Slack. Bring a short FAQ or help doc so the bot has something accurate to reference. Then test with about 20 real questions before turning it on for customers.
Send new leads from Gmail into Google Sheets, then get smarter replies and demo scheduling.…
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