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

### Sales Assistant Build: Automate Prospect Research and Personalized Outreach for Sales Calls ### Steps to Connect: 1. **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. 2. **OpenAI API Key** - Go to [OpenAI](https://platform.openai.com/) 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. 3. **Avily API Key** - Sign up at [Avily](https://avily.com/) and get your API key. - In the Avily node, replace the placeholder `api_key` in the JSON body with your key (e.g., `api_key: your-avily-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 Avily. 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. ---