Asana and OpenAI integration

This n8n workflow automatically detects canceled meetings from Calendly, uses GPT to write a friendly follow-up message, and sends it via Gmail, complete with a personalized Loom video link. It also creates an Asana task to remind your team to follow up manually if needed. Ideal for B2B consultants, agencies, and sales teams who want to salvage missed opportunities and stay top-of-mind with prospects after no-shows. ⸻ Who it’s for Sales teams, consultants, and agencies who rely on scheduled calls to close business and want to re-engage leads who cancel or no-show using automated, human-sounding follow-ups. ⸻ How it works / What it does A Calendly Webhook triggers the flow when a meeting is canceled. Edit Fields extracts the meeting details (who canceled, when, and why). A GPT-4 node writes a personalized follow-up email based on the meeting context. You manually paste in your Loom video link. A Merge node combines the AI-written message, user info, and video link. Gmail sends the follow-up message automatically to the contact. An Asana task is created for your team to track the missed call and optionally follow up manually. ⸻ How to set up Create a webhook in Calendly and connect it to the Calendly Trigger node. Add your OpenAI key in the Message a Model node. Connect your Gmail and Asana accounts via n8n credentials. Manually paste in the Loom video link in the Loom Link node. Set your preferred Asana project and teammate in the Create a Task node. ⸻ Requirements A Calendly account OpenAI API key Gmail account with OAuth connected in n8n Asana account with access to a project and user ID ⸻ How to customize the workflow Update the GPT prompt to change the tone or add context based on your business. Replace Loom with a Vidyard, Tella, or custom-hosted video link. Add a Slack notification node to alert your sales team when a call is missed. Link with a CRM or Google Sheets to track follow-up activity across your pipeline. This modular workflow helps you turn no-shows into new opportunities, while keeping your team organized and your leads engaged.

📊 Description Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. 🎯🤖 This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out — ensuring your team focuses only on the best opportunities. 🚀📋 🔁 What This Template Does 1️⃣ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). 🌐 2️⃣ Normalizes incoming data into a clean, structured format. 🧾 3️⃣ Enriches lead profiles using RocketReach to fetch emails and phone numbers. 📇 4️⃣ Calculates email confidence scores based on quality grades (A–D). 📊 5️⃣ Filters out low-confidence leads automatically. 🚫 6️⃣ Uses AI (GPT-4o-mini) to score qualified leads from 1–10. 🤖 7️⃣ Assigns priority levels (High / Medium / Low) with reasoning. 🧠 8️⃣ Creates an Asana task for leads scoring above the threshold. ✅ 9️⃣ Sends Slack notifications for both qualified and disqualified leads. 💬 🔟 Returns a structured webhook response with scoring results. 🔁 1️⃣1️⃣ Sends Gmail alerts automatically if any workflow error occurs. 🚨 ⭐ Key Benefits ✅ Eliminates manual lead enrichment and qualification ✅ Uses verified contact data from RocketReach ✅ AI scoring ensures consistent, unbiased lead evaluation ✅ Automatically routes high-quality leads to sales via Asana ✅ Keeps teams informed with real-time Slack notifications ✅ Prevents sales effort from being wasted on low-quality leads 🧩 Features Webhook-based inbound lead intake RocketReach profile enrichment Email confidence scoring logic AI lead scoring with strict JSON output Configurable quality and score thresholds Automatic Asana task creation Slack alerts for qualified and disqualified leads Gmail-based error handling Frontend-ready webhook responses 🔐 Requirements RocketReach API key OpenAI API key (GPT-4o-mini recommended) Asana OAuth2 credentials Slack API credentials Gmail OAuth2 credentials (for error alerts) Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url) 🎯 Target Audience B2B sales teams handling inbound leads Revenue operations (RevOps) teams SaaS companies optimizing lead qualification Lead generation agencies Automation teams building AI-driven sales pipelines