# Build an n8n AI Agent That Writes Deal Follow-Ups > Build an n8n sales agent: an AI agent that writes a follow-up for every open deal and saves them to Google Sheets for review. A free, step-by-step lesson. Source: https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups · Updated 2026-11-03 · Free from Stepthrough (https://learn.ynteractive.com) ## Practice it step by step [Start the free practice](https://learn.ynteractive.com/modules/n8n-ai-agent-sales) [Take the free module: why it matters, practice and a quick check →](https://learn.ynteractive.com/courses/ai-for-sales/15) You do every step yourself in a practice copy of n8n. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 12 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/n8n-ai-agent-sales) Quick answer An n8n sales agent is an [AI agent](https://learn.ynteractive.com/content/glossary/ai-agent) inside an [n8n workflow](https://learn.ynteractive.com/content/glossary/workflow) that reads your open deals, writes a follow-up matched to each deal's stage, and saves every draft to a Google Sheet for your team to review. In this free lesson you build one for Northwind Scheduling Software, and nothing goes out until a person has read it. Last updated November 3, 2026 Free · Live now · [AI Automation for Sales](https://learn.ynteractive.com/content/industry/sales) · [n8n](https://learn.ynteractive.com/content/tool/n8n) · OpenAI · Google Sheets · ~12 min · 72 steps · Intermediate Updated November 3, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check) A Custom GPT helps with one email at a time. In this free lesson you build an AI agent in [n8n](https://learn.ynteractive.com/content/tool/n8n) for Northwind Scheduling Software that takes a list of open deals, writes a follow-up matched to each deal's stage, and saves every message to a Google Sheet your team can review before anything goes out. ## At a glance | Question | Answer | | --- | --- | | What you build | Build an AI agent for Northwind Scheduling Software that writes follow-up messages for your open deals and saves them to Google Sheets — chat trigger, AI Agent, system prompt, model, memory, and the Sheets tool. | | Tools | n8n | | Time | About 12 minutes, 72 steps in 12 parts | | Level | Intermediate | | Cost | Free | | Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/n8n-ai-agent-sales), watch the video | ### The 12 parts, in short 1. Get n8n: Go to n8n.io, Enter your email, Sign up. 2. API key: Add credit first, Ten dollars is plenty, Now the key, Create a secret key, and 4 more steps. 3. New workflow: Start a new workflow. 4. Chat trigger: Add the first step, Trigger on a chat message, Back to the canvas. 5. AI Agent: Add the next node, Open the AI nodes, Add the AI Agent. 6. System prompt: Open the options, Add a system message, Write the system prompt, Back to the canvas. 7. Chat model: Give the agent a brain, Pick OpenAI, Open the credentials, Create a new credential, and 5 more steps. 8. Memory: Add memory, Simple Memory, Back to the canvas. 9. Sheets tool: Add a tool, Search for Sheets, Add Google Sheets. 10. Create the spreadsheet: Back to the canvas, Open Google Sheets, Name the spreadsheet, Type the first column header, and 6 more steps. 11. Configure Sheets: Add a credential, Create a new credential, Sign in with Google, Choose your account, and 16 more steps. 12. Test the agent: Open the chat, Ask for follow-ups, Send the message, Save to the sheet, and 1 more step. **Start here first:** [n8n AI Agent Tutorial: Save Social Media Ideas to Google Sheets](https://learn.ynteractive.com/content/n8n-ai-agent-tutorial-google-sheets). This Sales version follows the same build with its own example business. **Part of:** [AI for Sales Teams](https://learn.ynteractive.com/content/paths/ai-for-sales) (step 15 of 26). Next up: [Speed-to-Lead Agent: Answer Every Web Lead in 60 Seconds](https://learn.ynteractive.com/content/speed-to-lead-agent-n8n) ## Build an n8n AI Agent That Writes Deal Follow-Ups: video walkthrough The whole lesson in 7:57, narrated step by step. **Simulated practice environment.** Recorded in Stepthrough’s simulated practice environment, not the live tool. Practice it yourself free at learn.ynteractive.com. 7:57 · 12 chapters · 72 steps · narrated with the lesson’s own voice-over · [Watch on YouTube](https://www.youtube.com/watch?v=iJLiOiQ-pDg) ### Chapters Click a chapter to jump the video there. 1. [0:00 Intro: what you'll build](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=0#watch) 2. [0:11 Get n8n](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=11#watch) 3. [0:42 API key](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=42#watch) 4. [1:53 Chat trigger](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=113#watch) 5. [2:25 AI Agent](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=145#watch) 6. [2:42 System prompt](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=162#watch) 7. [3:20 Chat model](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=200#watch) 8. [4:07 Memory](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=247#watch) 9. [4:23 Sheets tool](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=263#watch) 10. [4:49 Create the spreadsheet](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=289#watch) 11. [5:37 Configure Sheets](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=337#watch) 12. [7:21 Test the agent](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=441#watch) ### Now do it yourself, free Watching is the warm-up. The interactive lesson puts you in a practice copy of n8n: you do every step yourself, it checks your work, and “Do it for me” finishes any step you get stuck on. Nothing touches your real accounts. [Practice “Build an n8n AI Agent That Writes Deal Follow-Ups” step by step](https://learn.ynteractive.com/modules/n8n-ai-agent-sales?after=video) ### Full transcript #### Intro: what you'll build [0:00](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=0#watch) Now we automate. You'll build an AI agent in n8n for Northwind scheduling software. Writes a follow-up for every open deal and saves each one to Google Sheets. Let's build it. #### Get n8n [0:10](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=10#watch) In the last lesson you built a Custom GPT that writes sales follow-ups. That is great for one deal at a time. But what if the AI wrote a follow-up for every open deal and saved them to a spreadsheet your team can review? That is what we are building now. First, you need an n8n account. Click get started free. [0:26](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=26#watch) Type an email address. This is just practice, so anything works — it won't actually send anything. [0:31](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=31#watch) Now click continue. In the real n8n, it sends you a six digit code, then asks for a name, a password, and an account name. Go do that in your own browser later, then come back and we will build. #### API key [0:42](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=42#watch) Your agent needs a brain, and that means an [API key](https://learn.ynteractive.com/content/glossary/api-key) from OpenAI. Go to platform dot openai dot com — that is the developer side, not ChatGPT, and it bills completely separately. Before you make a key, put some money on the account. A brand new key with a zero balance just returns errors. Click add to credit balance. If you would rather not spend anything yet, n8n gives every new account free credits. In your own n8n, you can pick gateway credits on the model step and skip the key. [1:00](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=60#watch) Ten dollars goes a very long way. You are charged per request, not per month, and each batch of follow-ups costs fractions of a cent. Click continue — in your own account it asks for a card at this point. [1:11](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=71#watch) Balance sorted. Now go to API keys in the left menu. [1:15](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=75#watch) Click create new secret key. [1:17](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=77#watch) Name it after whatever is going to use it. Future you, staring at a list of forty keys, will thank you. I am calling this one n8n agent. [1:24](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=84#watch) Default project, all permissions — that is fine for this. Create the key. [1:29](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=89#watch) Now pay attention, because this is the only time you will ever see this key. Copy it and paste it into n8n, or into your password manager. If you lose it, you do not get it back — you delete it and make another. [1:40](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=100#watch) Click done. One last warning — this key can spend your money. Never commit it to code, never paste it into a chat, and if it ever shows up on screen while you are recording, revoke it before you publish. #### Chat trigger [1:52](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=112#watch) Now you are inside n8n. This overview page lists every workflow you have. Top right, click create workflow, and you land on an empty canvas. [2:00](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=120#watch) Every workflow needs a trigger — the thing that kicks it off. We want a chat trigger so you can tell the agent which deals need a follow-up. Click add first step. [2:08](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=128#watch) A panel slides in with every way a workflow can start — manually, on a schedule, on a webhook. We want on chat message, so we can have a conversation with the agent. [2:17](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=137#watch) n8n opens the node so you can configure it. There is nothing we need to change here, so close it with the X in the top right and get back to the canvas. #### AI Agent [2:25](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=145#watch) Now we decide what happens when a message comes in. Click the plus on the right edge of the trigger. [2:30](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=150#watch) There it is — AI Agent. This is the piece that can plan and then carry out actions using whatever tools you give it. You give it your open deals, and it can write the follow-ups and save them to a spreadsheet — all in one step. #### System prompt [2:41](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=161#watch) Right now this agent has no personality and no orders. It does not know it works for Northwind Scheduling Software. Scroll down to options and click add option. [2:49](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=169#watch) Pick system message. This is the standing instruction the agent reads before every request. It is where we tell it who Northwind is, how the messages should sound, and how to format them. [2:59](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=179#watch) Here is the actual prompt. It describes Northwind, sets a friendly, specific tone, and tells the agent what to return: prospect, company, stage, follow-up message, and next step. It also tells the agent to use the Google Sheets tool when you ask it to save. Click paste system prompt. [3:15](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=195#watch) That gives the agent everything it needs to know about Northwind. Close the node. #### Chat model [3:19](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=199#watch) See that red triangle on the agent? It is complaining because it has no model. An agent can plan, but it cannot think without a language model underneath it. Click the plus under chat model. [3:29](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=209#watch) OpenAI chat model. This is where that API key finally gets used. [3:33](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=213#watch) And here is where that key you copied finally goes. Click the credential dropdown. [3:37](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=217#watch) You want create new credential, right at the bottom. In your own n8n, if you skipped the key, you would pick gateway credits here instead. [3:40](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=220#watch) Paste the key straight in. This is the one moment it matters that you copied it — remember, OpenAI never shows it to you again. [3:47](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=227#watch) Hit save. n8n tests the connection straight away, and from now on this credential is available to every node in every workflow — you only do this once. [3:56](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=236#watch) Now the model dropdown. [3:57](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=237#watch) GPT five mini. Fast, cheap, and plenty for short follow-up messages. Do not reach for the expensive model until you have a reason. [4:05](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=245#watch) That is the brain wired in. Close it up. #### Memory [4:07](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=247#watch) Next, memory. Without this, every message starts from nothing — you could not say save those follow-ups, because it would not remember which ones you meant. Click the plus under memory. [4:16](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=256#watch) Simple memory is fine here — it keeps the recent conversation inside n8n, no database, no extra credentials. #### Sheets tool [4:22](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=262#watch) And now the good part — tools. This is what separates an agent from a chatbot. A chatbot just talks. An agent does things. We are going to give it Google Sheets so it can save every follow-up into a spreadsheet your team can review. Click the plus under tool. [4:37](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=277#watch) Google Sheets tool. Now the agent can write rows into a real spreadsheet, with columns matching what the system prompt tells it to return. When you say save those follow-ups, each one becomes a row. #### Create the spreadsheet [4:48](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=288#watch) Before we set this up, we need to actually create the spreadsheet. Close this node for now — we are going to hop over to Google Sheets and make one. [4:55](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=295#watch) Switch to Google Sheets. You need to create the spreadsheet that this node will write to. [4:59](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=299#watch) First, name it so you can find it later. Click the title up top — it says untitled spreadsheet — and type Deal Follow-Ups. [5:06](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=306#watch) Now set up the column headers. These need to match what the system prompt tells the agent to return. In A1, type Prospect. [5:13](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=313#watch) B1 — Company. [5:14](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=314#watch) C1 — Stage. [5:16](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=316#watch) D1 — Follow-up Message. [5:17](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=317#watch) And E1 — Next Step. Five columns, matching exactly what the system prompt tells the agent to return. Each follow-up becomes a row in this sheet. [5:27](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=327#watch) The spreadsheet is ready. Switch back to n8n and connect the Google Sheets node to it. [5:31](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=331#watch) Double click the Google Sheets node to open it back up. Now we can connect it to the spreadsheet we just made. #### Configure Sheets [5:36](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=336#watch) Now we need to connect this to a real Google account. Click the credential dropdown. [5:41](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=341#watch) Create new credential — this one uses Google OAuth instead of an API key, so it is going to open a sign-in window. [5:48](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=348#watch) Click sign in with Google. This opens the Google account chooser so you can pick which account to connect. [5:54](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=354#watch) Pick the Google account you want n8n to use. This is the account that owns the spreadsheet. [5:59](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=359#watch) Google is asking what n8n is allowed to do. Check the first box — this lets n8n read and write your spreadsheets. [6:06](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=366#watch) Second box — n8n needs Drive access so it can find your spreadsheets by name. [6:10](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=370#watch) Last one — this lets Google connect to n8n as an external service. Check it. [6:16](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=376#watch) All three checked. Click continue and Google hands the credential back to n8n. [6:20](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=380#watch) Now we tell the node what to do. By default it reads rows, but we want to add rows. Click the operation dropdown. [6:26](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=386#watch) Append row. Every follow-up the agent writes gets added as a new row at the bottom of the sheet. [6:32](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=392#watch) Now pick the spreadsheet. Click the document dropdown. [6:35](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=395#watch) Deal Follow-Ups — the sheet we set up with columns for prospect, company, stage, message, and next step. [6:40](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=400#watch) Now pick which tab inside that spreadsheet. Click the sheet dropdown. [6:44](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=404#watch) Sheet one — it is the only tab, so this is simple. [6:47](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=407#watch) Now the columns. Each column has a purple button — click it and the AI agent figures out what data goes there. Click the purple button next to Prospect. [6:56](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=416#watch) Company. Same thing — click the purple button. [6:58](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=418#watch) Stage. [6:59](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=419#watch) Follow-up message. [7:01](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=421#watch) And next step. Each one is now set to defined automatically by the model — the agent reads your column headers and figures out what goes where. [7:12](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=432#watch) The sheets tool is fully wired up — credential, operation, spreadsheet, sheet, and column mapping. Close it and let us test this thing. #### Test the agent [7:20](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=440#watch) Everything is connected. Time to see if it works. Click open chat at the bottom of the canvas. [7:25](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=445#watch) Give it your open deals. Paste this prompt and see what comes back. [7:29](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=449#watch) Send it off. The agent reads your system prompt and writes a follow-up for each deal in the exact format you asked for. [7:36](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=456#watch) Three follow-ups, each one matched to where the deal stands, with one clear next step. Now tell it to save them. This is where the Google Sheets tool kicks in. [7:44](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=464#watch) Send it. The agent uses the Google Sheets tool to write each follow-up as a row — prospect, company, stage, message, and next step. [7:50](https://learn.ynteractive.com/content/n8n-ai-agent-sales-deal-follow-ups?t=470#watch) Simple as that. We show you and you do it. Sign up below to learn AI automation for free. ## Watch the 30-second version 3 short videos from this lesson. Watch, then do it yourself in the free practice copy. ### Your AI agent forgets everything Short with Robert · 0:35 Your AI agent forgets everything. ChatGPT remembers your conversation. A new AI agent doesn't, until you add memory. Ask it for three follow-up emails, then say "save those" and without memory it has no idea what… **Transcript** Your AI agent forgets everything. ChatGPT remembers your conversation. A new AI agent doesn't, until you add memory. Ask it for three follow-up emails, then say "save those" and without memory it has no idea what "those" are. In n8n, click the plus under Memory and pick Simple Memory. No database needed. Now "save those" works. ### 3 deals, 3 different follow-ups Short with Robert · 0:35 3 deals, 3 different follow-ups. Three open deals: Maria had a demo, Sam's trial ends Friday, Jen went quiet after pricing. One n8n AI agent writes a follow-up that matches each deal's stage, never invents prices, and… **Transcript** 3 deals, 3 different follow-ups. Three open deals: Maria had a demo, Sam's trial ends Friday, Jen went quiet after pricing. One n8n AI agent writes a follow-up that matches each deal's stage, never invents prices, and saves every message to a sheet for the team to review. ### AI Deal Follow-Up Agent in n8n for sales teams, step by step Short · 0:43 For sales teams: build an AI agent in n8n that writes follow-up messages for your open deals and saves them to Google Sheets. This part is the system prompt: who the company is, the tone, and exactly what to return… **Transcript** For sales teams: build an AI agent in n8n that writes follow-up messages for your open deals and saves them to Google Sheets. This part is the system prompt: who the company is, the tone, and exactly what to return. Build it yourself, free, one click at a time: learn.ynteractive.com Watch the full 7:57 video walkthrough ## What you will build: an AI agent for your open deals You build a small n8n workflow: a chat trigger, an AI Agent with a system prompt, an OpenAI chat model, simple memory, and a Google Sheets tool. Then you test it with three real-sounding deals: Maria Lopez at Maple Row Cleaning, who had a demo today; Sam Patel at Fernhill Lawn Care, whose trial ends Friday; and Jen Walsh at Birch Lane Grooming, who went quiet after seeing pricing. The agent writes a different message for each one. Maria gets a recap that ties the shared calendar to her double-booked cleaners and an offer to set up a trial. Sam gets a short check-in before his trial ends. Jen gets a no-pressure note about the smaller Starter plan. When you say 'save those follow-ups to the sheet', the agent writes one row per deal into a spreadsheet called Deal Follow-Ups. ## What you need Nothing, to take the lesson. The whole build runs in a practice copy in your browser. To build it for real afterwards you need an n8n account, an OpenAI API account with a small amount of credit (the lesson adds $10, which goes a long way for short messages), and a Google account for the spreadsheet. Have a few open deals in mind, with the stage each one is in, so you can test it with your own pipeline. ## Who this is for This lesson is for sales reps with a full pipeline, sales managers who want follow-ups that sound the same across the team, and sales ops people looking for a first, simple automation. You do not need to code. You will need your own n8n, OpenAI and Google accounts to build it for real later. ## What the system prompt tells the agent The system prompt says who the agent works for and who it writes to: owners and office managers who are talking to Northwind's sales team. It sets a friendly, plain and specific tone, and says to sound like a helpful rep, not a pushy one. For each deal it returns five things that match the five sheet columns. Each message fits the deal's stage, stays under 80 words and ends with one clear ask. It never invents prices, discounts or results. ## Why it works The system prompt does the job a sales playbook does for a new hire, and the Sheets tool turns a chat into a record. Because the spreadsheet columns match what the prompt returns, the agent knows where each piece goes. Memory lets you work in plain language: ask for follow-ups, read them, then say 'save those'. Nothing is sent to a prospect automatically. Every message lands in a sheet first, so a rep or manager can check it. ## How to use this in your sales process Swap the Northwind details for your own product, plans and tone, and change the columns to fit how your team works. Paste a list of deals from your pipeline review each morning, or the deals that have not been touched in a week, and get a draft follow-up for every one. The sheet doubles as a simple follow-up log you can sort by stage. Later you could add a schedule trigger or connect your CRM, but the version in this lesson is the right place to start. ## Try it yourself, free Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of n8n, checks each step, and never touches your real accounts. [Start “Build an n8n AI Agent That Writes Deal Follow-Ups”](https://learn.ynteractive.com/modules/n8n-ai-agent-sales) ## Step by step: Build an n8n AI Agent That Writes Deal Follow-Ups All 72 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work. ### 1. Get n8n 1. **Go to n8n.io.** Start at **n8n.io**. Click **Get started free**. In the last lesson you built a Custom GPT that writes sales follow-ups. That is great for one deal at a time. But what if the AI wrote a follow-up for every open deal and saved them to a spreadsheet your team can review? That is what we are building now. First, you need an n8n account. 2. **Enter your email.** Type any email address — this is practice, so a fake one is fine. This is just practice, so anything works — it won't actually send anything. 3. **Sign up.** Click **Continue**. n8n emails you a code, then asks for a name and password — do that part on your own and come back here. In the real n8n, it sends you a six digit code, then asks for a name, a password, and an account name. Go do that in your own browser later, then come back and we will build. ### 2. API key 4. **Add credit first.** Practice only: no card, no charge. Your agent needs a model to think with, and in the real world that is an OpenAI key with a little credit behind it. This is **platform.openai.com → Billing**. Click **Add to credit balance**. (Rather not spend anything later? New n8n accounts include free credits: pick **Gateway credits** on the model step instead of a key.) Your agent needs a brain, and that means an API key from OpenAI. Go to platform dot openai dot com — that is the developer side, not ChatGPT, and it bills completely separately. Before you make a key, put some money on the account. A brand new key with a zero balance just returns errors. If you would rather not spend anything yet, n8n gives every new account free credits. In your own n8n, you can pick gateway credits on the model step and skip the key. 5. **Ten dollars is plenty.** Ten dollars goes a long way — you pay per request, not per month. Click **Continue**. In your own account you add a card here. Ten dollars goes a very long way. You are charged per request, not per month, and each batch of follow-ups costs fractions of a cent. 6. **Now the key.** Balance sorted. Click **API Keys** in the left menu. Balance sorted. Now go to API keys in the left menu. 7. **Create a secret key.** Click **+ Create new secret key**. 8. **Name the key.** Name it after what will use it. Type **n8n agent**. Name it after whatever is going to use it. Future you, staring at a list of forty keys, will thank you. I am calling this one n8n agent. 9. **Create it.** Leave Project and Permissions alone and click **Create secret key**. Default project, all permissions — that is fine for this. Create the key. 10. **Copy it now.** This is the only time OpenAI shows you the key. Click **Copy**, then paste it somewhere safe. Now pay attention, because this is the only time you will ever see this key. Copy it and paste it into n8n, or into your password manager. If you lose it, you do not get it back — you delete it and make another. 11. **Back to n8n.** Click **Done**. Treat that key like a password — never paste it into a chat, a repo, or a screen recording. One last warning — this key can spend your money. Never commit it to code, never paste it into a chat, and if it ever shows up on screen while you are recording, revoke it before you publish. ### 3. New workflow 12. **Start a new workflow.** This is your n8n home. Click **Create workflow** in the top right. Now you are inside n8n. This overview page lists every workflow you have. Top right, click create workflow, and you land on an empty canvas. ### 4. Chat trigger 13. **Add the first step.** Every workflow starts with a trigger. Click **Add first step…** Every workflow needs a trigger — the thing that kicks it off. We want a chat trigger so you can tell the agent which deals need a follow-up. 14. **Trigger on a chat message.** The trigger panel opened on the right. Pick **On chat message** near the bottom. A panel slides in with every way a workflow can start — manually, on a schedule, on a webhook. We want on chat message, so we can have a conversation with the agent. 15. **Back to the canvas.** n8n opens the node so you can configure it. Nothing to change here — click the **×** in the top right. n8n opens the node so you can configure it. There is nothing we need to change here, so close it with the X in the top right and get back to the canvas. ### 5. AI Agent 16. **Add the next node.** Click the **+** on the right edge of the trigger node. Now we decide what happens when a message comes in. 17. **Open the AI nodes.** The **What happens next?** panel opens with categories. Click **AI** at the top. A panel opens and asks what happens next. The agent lives under AI, right at the top. 18. **Add the AI Agent.** In **AI Nodes**, click **AI Agent** — it makes a plan and carries it out using the tools you give it. There it is — AI Agent. This is the piece that can plan and then carry out actions using whatever tools you give it. You give it your open deals, and it can write the follow-ups and save them to a spreadsheet — all in one step. ### 6. System prompt 19. **Open the options.** The agent has no personality yet. Click **+ Add Option** under Options. Right now this agent has no personality and no orders. It does not know it works for Northwind Scheduling Software. 20. **Add a system message.** Choose **System Message**. This is the standing instruction the agent follows every time. Pick system message. This is the standing instruction the agent reads before every request. It is where we tell it who Northwind is, how the messages should sound, and how to format them. 21. **Write the system prompt.** The box starts with **You are a helpful assistant**. Replace it with the standing instruction: it is long, so just Paste in the system prompt on the box. Here is the actual prompt. It describes Northwind, sets a friendly, specific tone, and tells the agent what to return: prospect, company, stage, follow-up message, and next step. It also tells the agent to use the Google Sheets tool when you ask it to save. ```text You are the sales follow-up assistant for Northwind Scheduling Software. Northwind sells online scheduling software to small service businesses like cleaning companies, salons, lawn care crews and repair shops. The audience is owners and office managers who are talking to our sales team. The tone should be friendly, plain, specific and brief. Sound like a helpful rep, not a pushy salesperson. Your job is to write one follow-up message for each open deal the user gives you. For each deal, return: - Prospect - Company - Stage - Follow-up Message - Next Step Match the message to the stage. Keep each message under 80 words and end with one clear ask. When the user asks you to save the follow-ups, use the Google Sheets tool to store each one. Do not invent prices, discounts or results. ``` 22. **Back to the canvas.** That tells the agent who it works for and how to write follow-ups. Close the node with the **×**. That gives the agent everything it needs to know about Northwind. Close the node. ### 7. Chat model 23. **Give the agent a brain.** The agent has a red warning: it has no model. Click the **+** under **Chat Model**. See that red triangle on the agent? It is complaining because it has no model. An agent can plan, but it cannot think without a language model underneath it. 24. **Pick OpenAI.** Click **OpenAI Chat Model**. OpenAI chat model. This is where that API key finally gets used. 25. **Open the credentials.** Here is where that key goes. Click the **Credential** dropdown. And here is where that key you copied finally goes. 26. **Create a new credential.** Click **+ Create new credential** at the bottom of the list. (Free credits instead? Pick **Gateway credits** in your own n8n.) You want create new credential, right at the bottom. In your own n8n, if you skipped the key, you would pick gateway credits here instead. 27. **Paste the key.** Paste in the API key on the field to drop in the key you copied from OpenAI. This is the one moment it matters that you copied it — remember, OpenAI never shows it to you again. 28. **Save the credential.** Click **Save**. n8n tests the connection and stores the key for every future node. n8n tests the connection straight away, and from now on this credential is available to every node in every workflow — you only do this once. 29. **Open the model list.** A new credential leaves **Model** on **Select a model...**. Click the **Model** dropdown. Now the model dropdown. 30. **Choose the model.** Pick **gpt-5-mini** — fast and cheap, plenty for this. (The list is long: type **gpt-5-mini** in **Search...** to find it.) GPT five mini. Fast, cheap, and plenty for short follow-up messages. Do not reach for the expensive model until you have a reason. 31. **Back to the canvas.** The model is wired up. Close the node with the **×**. That is the brain wired in. Close it up. ### 8. Memory 32. **Add memory.** Without memory the agent forgets each message. Click the **+** under **Memory**. Next, memory. Without this, every message starts from nothing — you could not say save those follow-ups, because it would not remember which ones you meant. 33. **Simple Memory.** Pick **Simple Memory**. It keeps the recent conversation in n8n itself. Simple memory is fine here — it keeps the recent conversation inside n8n, no database, no extra credentials. 34. **Back to the canvas.** n8n opens **Simple Memory** so you can set it up. The defaults are fine (it keeps the last 5 messages). Close it with the **×**. n8n opens simple memory so you can set it up. The defaults are fine. It keeps the last five messages. Close it with the X. ### 9. Sheets tool 35. **Add a tool.** Tools are how the agent acts on the world. Click the **+** under **Tool**. And now the good part — tools. This is what separates an agent from a chatbot. A chatbot just talks. An agent does things. We are going to give it Google Sheets so it can save every follow-up into a spreadsheet your team can review. 36. **Search for Sheets.** Google Sheets is not in **Recommended Tools**. In **Search nodes...**, type **sheets**. Google Sheets is not in the recommended tools, so search for it. 37. **Add Google Sheets.** Click **Google Sheets Tool** — read, update and write data to Google Sheets. Google Sheets tool. Now the agent can write rows into a real spreadsheet, with columns matching what the system prompt tells it to return. When you say save those follow-ups, each one becomes a row. ### 10. Create the spreadsheet 38. **Back to the canvas.** Before we configure this node, we need a spreadsheet for the agent to write to. Close the node — we will come back. Before we set this up, we need to actually create the spreadsheet. Close this node for now — we are going to hop over to Google Sheets and make one. 39. **Open Google Sheets.** Click the **Google Sheets** tab to create a new blank spreadsheet. Switch to Google Sheets. You need to create the spreadsheet that this node will write to. 40. **Name the spreadsheet.** Click the title and rename it to **Deal Follow-Ups**. First, name it so you can find it later. 41. **Type the first column header.** In cell **A1**, type **Prospect**. Now set up the column headers. These need to match what the system prompt tells the agent to return. In A1, type Prospect. 42. **Company.** In cell **B1**, type **Company**. B1 — Company. 43. **Stage.** In cell **C1**, type **Stage**. C1 — Stage. 44. **Follow-up Message.** In cell **D1**, type **Follow-up Message**. D1 — Follow-up Message. 45. **Next Step.** In cell **E1**, type **Next Step**. That is all five columns — matching the system prompt. And E1 — Next Step. Five columns, matching exactly what the system prompt tells the agent to return. Each follow-up becomes a row in this sheet. 46. **Back to n8n.** The spreadsheet is ready. Click the **n8n** tab to go back and connect it. The spreadsheet is ready. Switch back to n8n and connect the Google Sheets node to it. 47. **Open the Sheets node.** Double-click the Google Sheets node (n8n named it **Get row(s) in sheet in Google Sheets**) to configure it. Double click the Google Sheets node to open it back up. Now we can connect it to the spreadsheet we just made. ### 11. Configure Sheets 48. **Add a credential.** The Sheets node needs a Google account. Click the **Credential** dropdown. Now we need to connect this to a real Google account. 49. **Create a new credential.** Click **+ Create new credential** to sign in with Google. Create new credential — this one uses Google OAuth instead of an API key, so it is going to open a sign-in window. 50. **Sign in with Google.** Click **Sign in with Google** to connect your account. This opens the Google account chooser so you can pick which account to connect. 51. **Choose your account.** Click your **Google account** to continue. Pick the Google account you want n8n to use. This is the account that owns the spreadsheet. 52. **Allow Sheets access.** Google needs permission. Check **See, edit, create, and delete all your Google Sheets spreadsheets**. Google is asking what n8n is allowed to do. Check the first box — this lets n8n read and write your spreadsheets. 53. **Allow Drive access.** Check **See, edit, create, and delete all of your Google Drive files**. Second box — n8n needs Drive access so it can find your spreadsheets by name. 54. **Allow external service.** Check **Connect to an external service**. Last one — this lets Google connect to n8n as an external service. Check it. 55. **Sign in.** All three are checked. Click **Continue** to complete the Google sign-in. All three checked. 56. **Pick the operation.** Now tell n8n what to do with the sheet. Click the **Operation** dropdown. Now we tell the node what to do. By default it reads rows, but we want to add rows. 57. **Append Row.** Pick **Append Row** — the agent will add a new row for each follow-up. Append row. Every follow-up the agent writes gets added as a new row at the bottom of the sheet. 58. **Choose the spreadsheet.** Click the **Document** dropdown to pick which spreadsheet to write to. Now pick the spreadsheet. 59. **Deal Follow-Ups.** Click **Deal Follow-Ups** — the sheet we set up for Northwind. Deal Follow-Ups — the sheet we set up with columns for prospect, company, stage, message, and next step. 60. **Pick the sheet tab.** Click the **Sheet** dropdown to choose which tab inside the spreadsheet. Now pick which tab inside that spreadsheet. 61. **Sheet1.** Click **Sheet1**. Sheet one — it is the only tab, so this is simple. 62. **Map the Prospect column.** Under **Values to Send**, click the **✦** button next to **Prospect** — the AI agent will fill this in automatically. Now the columns. Each column has a purple button — click it and the AI agent figures out what data goes there. 63. **Map the Company column.** Click the **✦** button next to **Company**. Company. Same thing — click the purple button. 64. **Map the Stage column.** Click the **✦** button next to **Stage**. Stage. 65. **Map the Follow-up Message column.** Click the **✦** button next to **Follow-up Message**. Follow-up message. 66. **Map the Next Step column.** Click the **✦** button next to **Next Step**. And next step. Each one is now set to defined automatically by the model — the agent reads your column headers and figures out what goes where. 67. **Back to the canvas.** Google Sheets is fully configured. Close the node with the **×**. The sheets tool is fully wired up — credential, operation, spreadsheet, sheet, and column mapping. Close it and let us test this thing. ### 12. Test the agent 68. **Open the chat.** Time to test. Click **Open chat** at the bottom of the canvas. Everything is connected. Time to see if it works. 69. **Ask for follow-ups.** Type a prompt — give the agent your open deals. Give it your open deals. ```text Write follow-ups for my open deals: Maria Lopez, Maple Row Cleaning, had a demo today. Sam Patel, Fernhill Lawn Care, trial ends Friday. Jen Walsh, Birch Lane Grooming, quiet since pricing. ``` 70. **Send the message.** Click the **send arrow** to talk to the agent. Send it off. The agent reads your system prompt and writes a follow-up for each deal in the exact format you asked for. 71. **Save to the sheet.** Now tell the agent to save those follow-ups to Google Sheets. Three follow-ups, each one matched to where the deal stands, with one clear next step. Now tell it to save them. This is where the Google Sheets tool kicks in. 72. **Send it.** Click the **send arrow** — the agent will use the Google Sheets tool to write the rows. Send it. The agent uses the Google Sheets tool to write each follow-up as a row — prospect, company, stage, message, and next step. [All free Stepthrough videos](https://learn.ynteractive.com/content/videos) ## Frequently asked questions **What is an n8n sales agent?** An AI agent inside an n8n workflow that does a sales task for you. In this lesson it takes a list of open deals, writes a follow-up matched to each deal's stage and saves every draft to a Google Sheet, so your team reviews it before anything goes out. **What else can an n8n sales agent do?** The same pattern (a trigger, an AI Agent node with clear instructions, and a place to save the result) can score new leads, summarize a prospect before a call or draft replies to inbound questions. Keep a person approving anything that reaches a customer. **How does the interactive lesson work?** Each step is shown to you first on the left (Watch). Then you do it yourself in a practice copy on the right (Your turn), and every click is checked. If you get stuck, press Do it for me. It is a practice copy, so no real accounts are touched. **Is this free?** Stepthrough is completely free. To build the agent for real you need your own n8n account, an OpenAI API account with some credit, and a Google account. Those tools may cost money to use, though short follow-ups on gpt-5-mini cost fractions of a cent each. **Does the agent send emails to my prospects?** No. In this lesson the agent only writes follow-ups and saves them to Google Sheets, so a person reviews each one before anything is sent. **Do I need to know how to code?** No. You build the whole workflow by clicking and pasting in n8n. The system prompt is plain English. **Can I connect it to my CRM?** n8n connects to many CRMs, but this lesson uses a chat trigger and Google Sheets to keep the first build simple. You can swap in other nodes once it works. [Start this module free](https://learn.ynteractive.com/modules/n8n-ai-agent-sales) - Next in AI Automation for Sales: [Build an AI Demo Request Form That Qualifies Leads](https://learn.ynteractive.com/content/ai-demo-request-form-lead-qualification) ## More in AI Automation for Sales - [Speed-to-Lead Agent: Answer Every Web Lead in 60 Seconds](https://learn.ynteractive.com/content/speed-to-lead-agent-n8n): Build an n8n workflow that scores every website lead with AI, emails a personal first reply within seconds, and pings Slack only when a lead is hot. [All 17 modules in AI Automation for Sales](https://learn.ynteractive.com/content/industry/sales) ## More n8n tutorials - [Lovable + n8n: Build a Web App with an AI Backend](https://learn.ynteractive.com/content/lovable-n8n-web-app-ai-backend): Build a contact form in Lovable and connect it to an n8n workflow — webhook trigger, AI Agent, Google Sheets, Gmail, and a Respond node that ties it all together. - [AI Receipt Extractor: Receipts to Google Sheets with n8n](https://learn.ynteractive.com/content/ai-receipt-extractor-n8n-google-sheets): Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets. - [n8n AI Email Responder: Draft Gmail Replies Automatically](https://learn.ynteractive.com/content/ai-email-responder-gmail-drafts-n8n): Build an n8n agent that watches your Gmail, reads each new customer email, and writes a reply as a draft in the same thread, ready for you to check and send. - [Daily Job Alerts: Email Each Tech Their Jobs from Google Sheets with n8n](https://learn.ynteractive.com/content/n8n-daily-job-alerts-google-sheets-gmail): Every morning at 7, n8n reads a plumbing company's jobs sheet, skips anything not assigned yet, and emails each job to the tech it's assigned to — customer, address… - [Gmail AI Triage: Auto-Label Every Email and Draft Replies](https://learn.ynteractive.com/content/gmail-ai-triage-labels-drafts-n8n): Build an n8n workflow that reads each new email, sorts it as a lead, a client or an invoice with a Text Classifier, adds the matching Gmail label, and drafts a reply to… - [A Support Agent That Answers from Your Own Docs](https://learn.ynteractive.com/content/support-agent-answers-from-your-docs-n8n): Turn an n8n chat agent into a support agent that answers only from your policies in a Google Doc, refuses what it should, and hands off to a person by email. ## From the blog - [What Is Speed to Lead? Reply to Every Demo Request Fast](https://learn.ynteractive.com/content/blog/what-is-speed-to-lead): Speed to lead is the time from a new inquiry to a real reply. What it means, why it matters, and a free form-to-AI-reply build with Lovable and n8n. - [How to Write an n8n AI Agent System Message](https://learn.ynteractive.com/content/blog/n8n-ai-agent-system-message): How to write an n8n AI Agent system message: the four parts, output fields that match your sheet, tool lines, rules, and how it differs from the prompt. - [Sales Follow-Up by Deal Stage: Messages That Fit](https://learn.ynteractive.com/content/blog/sales-follow-up-by-deal-stage): Sales follow up by deal stage: one short message per open deal, matched to where it stands, with one ask. A ChatGPT prompt, then an n8n agent. [All blog posts](https://learn.ynteractive.com/content/blog) ## Visual guides This lesson’s key ideas as quick visual guides: swipe through the slides, or read the same guide as text. - [Build your first AI agent in n8n](https://learn.ynteractive.com/content/visual/agent-can-act-quote): ChatGPT answers. An agent does something with the answer. - [5 Steps to an n8n AI Agent That Saves to Google Sheets](https://learn.ynteractive.com/content/visual/5-steps-n8n-ai-agent-google-sheets): A visual guide: build an n8n AI agent that writes social media ideas and saves each one as a Google Sheets row, in 5 steps from the free lesson. - [Myth: An AI Model Looks Things Up Before It Answers](https://learn.ynteractive.com/content/visual/myth-ai-models-look-things-up): Myth vs fact: by default a large language model answers from its training plus your prompt. Web search or file lookup is a separate step. [All visual guides](https://learn.ynteractive.com/content/visual) ## Free cheat sheets Print it or save the PDF: the key steps and checks from this lesson on one page, free. - [n8n AI Agent to Google Sheets Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/n8n-ai-agent-google-sheets): A free one-page cheat sheet for an n8n AI agent: chat trigger, AI Agent, system message, OpenAI model, Simple Memory and a Google Sheets tool. - [Lovable + n8n Form Flow Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/lovable-n8n-form-flow): A free one-page cheat sheet: a Lovable form posts to an n8n webhook, and an AI Agent logs it in Google Sheets and replies by Gmail. - [AI Glossary Cheat Sheet: 30 Terms in Plain English](https://learn.ynteractive.com/content/cheat-sheets/ai-glossary-top-30): A free one-page cheat sheet of 30 AI and automation terms in plain English: models, prompts, n8n workflows, apps and data. [All free printable cheat sheets](https://learn.ynteractive.com/content/cheat-sheets) ## Terms in this lesson Plain-English definitions, each with an example from a free lesson. A/B testing · [AI agent](https://learn.ynteractive.com/content/glossary/ai-agent) · [API key](https://learn.ynteractive.com/content/glossary/api-key) · [Append row](https://learn.ynteractive.com/content/glossary/append-row) · [Buyer persona](https://learn.ynteractive.com/content/glossary/buyer-persona) · Call to action (CTA) · [Chat Trigger](https://learn.ynteractive.com/content/glossary/chat-trigger) · Cold email [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Related prompts - [Case study interview questions prompt](https://learn.ynteractive.com/content/prompts/case-study-interview-questions-prompt): Plan a client interview that gets a case study's before, during and after story in their own words, with follow-up probes and… - [Churn reason analysis prompt](https://learn.ynteractive.com/content/prompts/churn-reason-analysis-prompt): Group a pile of cancellation notes into themes, count only what is actually there, quote real customer words and list the notes… - [Email subject lines prompt](https://learn.ynteractive.com/content/prompts/email-subject-lines-prompt): Get ten honest subject lines for a finished email, each with preview text and a character count, grouped by approach so you can… - [Ideal customer profile prompt](https://learn.ynteractive.com/content/prompts/ideal-customer-profile-prompt): Describe the companies you should chase, built only from facts about your best current customers, with the traits they share and… [All free prompt templates](https://learn.ynteractive.com/content/prompts) ## More terms on this topic [Deal stage](https://learn.ynteractive.com/content/glossary/deal-stage) · Foundation model · Ideal customer profile (ICP) · Lead scoring · [Monthly recurring revenue (MRR)](https://learn.ynteractive.com/content/glossary/monthly-recurring-revenue) · Request for proposal (RFP) · [Sales forecast](https://learn.ynteractive.com/content/glossary/sales-forecast) · [Sales opportunity](https://learn.ynteractive.com/content/glossary/sales-opportunity) ## More prompts on this topic - [KPI commentary prompt](https://learn.ynteractive.com/content/prompts/kpi-commentary-prompt): Explain a month's numbers in plain words: what moved, likely reasons you confirm, what to watch next, and no conclusions the… - [LinkedIn connection request prompt](https://learn.ynteractive.com/content/prompts/linkedin-connection-request-prompt): Write a short LinkedIn connection note with one real reason to connect and no pitch, plus a useful first message for after they… - [Pricing FAQ prompt](https://learn.ynteractive.com/content/prompts/pricing-faq-prompt): Write a pricing FAQ page from your real price sheet: what is included, what costs extra, billing, discounts and cancellation… - [RFP requirements matrix prompt](https://learn.ynteractive.com/content/prompts/rfp-requirements-matrix-prompt): Pull every requirement, question and deadline out of an RFP into one table with section numbers, so nothing gets missed and… - [Stalled deal follow-up prompt](https://learn.ynteractive.com/content/prompts/stalled-deal-follow-up-prompt): Restart a deal that went quiet after pricing or a proposal: address the likely blocker in the prospect's own words and ask for a… - [Support ticket categorization prompt](https://learn.ynteractive.com/content/prompts/support-ticket-categorization-prompt): Sort a batch of customer support tickets into your own categories with one reason each, so you can see what people really need… ## Browse related tutorials [AI for Sales (17)](https://learn.ynteractive.com/content/industry/sales) · [n8n tutorials (56)](https://learn.ynteractive.com/content/tool/n8n)