Gmail and Google Chat integration

Instant, automated scheduling. This AI Scheduling Agent manages real-time appointments, availability checks, and rescheduling across Google Calendar and Sheets, eliminating human hold times. 🎯 Problem Statement Traditional call center or online booking systems often lack the flexibility to handle complex, multi-step customer requests like rescheduling, checking dynamic availability across multiple time slots, or handling context-aware conversational booking. This leads to friction, missed bookings, and high administrative overhead for service companies like HVAC providers. ✨ Solution This workflow deploys a sophisticated AI Scheduling Agent that acts as a virtual receptionist. It uses the Language Model's (LLM) "tool-use" capability to intelligently execute complex, sequential business logic (e.g., check availability before booking, find existing events before rescheduling) and manages the entire lifecycle of a service appointment, from initial inquiry to final confirmation. ⚙️ How It Works (Multi-Step Execution) Trigger: A customer request (e.g., from an external voice or text platform) hits the Webhook Trigger with intent details (e.g., tool\_request: 'reschedule\_appointment'). Agent Logic: The Receptionist Agent uses a strict system prompt and its internal tools to formulate an execution plan. It maintains conversational state via the simple-memory node. Tool Execution (Example: Reschedule): The Agent executes a predefined sequence of private tools: find\_old\_event: Locates the existing booking ID using the customer's email. check\_calendar: Verifies the proposed new time is available (2-hour window). reschedule\_appointment: Updates the calendar event. log\_lead: Updates the central Google Sheet. Synchronous Response: The Agent sends a confirmation or follow-up question via the respond\_to\_webhook node. Asynchronous Confirmation: The log\_lead action triggers a secondary workflow that composes a professional email via a second LLM (Anthropic) and sends it to the customer via Gmail, followed by an internal alert via Google Chat. 🛠️ Setup Steps Credentials: AI/LLM: Configure credentials for the Language Model used (OpenAI or Gemini) for the core Agent. Google Services: Set up OAuth2 credentials for Google Calendar (for booking/checking), Google Sheets (for logging), and Gmail (for customer confirmation). Google Calendar: Specify the technician's calendar ID ([email protected] in the template) in all Calendar nodes. Google Sheets: Create a new Google Sheet to serve as the Lead Log and update the Document ID and Sheet Name in the log\_lead and log\_lead\_trigger nodes. Tool Configuration: Review and customize the Agent's system prompt in the Receptionist node to align time zone rules (currently Asia/Kolkata - IST) and business hours (9:00 AM to 6:00 PM) with your operations. ✅ Benefits Increased Efficiency: Fully automates complex scheduling and rescheduling, freeing up human staff. Contextual Service: AI handles multi-turn conversations and adheres to strict business rules (e.g., 2-hour slots, maximum tool usage). Data Integrity: Ensures all bookings are immediately logged to Google Sheets, maintaining a centralized record (CRM). Professional Flow: Provides immediate confirmation to the customer via email and instant notification to the internal team via chat. 🚀 Other Use Cases The underlying multi-step, tool-execution pattern is highly versatile and can be adapted for any service industry requiring complex, rules-based scheduling: Real Estate:** Scheduling property viewings (Check agent availability → Book viewing → Send directions). HVAC Services:** Managing maintenance and repair visits (Diagnose issue type → Match with qualified technician → Check part availability → Schedule visit → Send service confirmation). Medical/Dental:** Booking patient appointments (Check insurance eligibility → Check doctor availability → Book → Send pre-visit forms). Legal Services:** Intake for consultations (Collect client issue → Check specialist availability → Book → Send retainer agreement). Automotive Repair:** Scheduling service bays (Check bay and mechanic availability → Book → Update internal service board).

📊 Description Automate sales opportunity discovery by continuously analyzing Reddit discussions for real buying intent using AI. 🔍🤖 This workflow runs every two hours, searches Reddit posts via Google, evaluates each discussion with a conservative AI model, and determines whether it represents a genuine sales opportunity. High-quality opportunities are enriched with intent level, problem summary, confidence score, and recommended next action—then automatically converted into Asana tasks with real-time Google Chat alerts. Ideal for sales and growth teams looking to capture demand signals without manual monitoring. 🚀📊 🔁 What This Template Does 1️⃣ Runs automatically every 2 hours using a scheduled trigger. ⏰ 2️⃣ Searches Google for Reddit posts containing buying-intent keywords. 🔍 3️⃣ Extracts Reddit titles, snippets, and post URLs from search results. 🌐 4️⃣ Processes each Reddit post individually to avoid batching issues. 🔄 5️⃣ Uses an AI agent to analyze intent based strictly on post text. 🤖 6️⃣ Determines whether the post is a real sales opportunity. 🚦 7️⃣ Classifies intent level as High, Medium, or Low. 📊 8️⃣ Summarizes the core problem and suggests a reasonable next action. 📝 9️⃣ Assigns a confidence score (0–100) for opportunity strength. 🎯 🔟 Routes opportunities based on intent level.🔀 1️⃣1️⃣ Creates Asana tasks for qualified leads with full AI context attached. 📋 1️⃣2️⃣ Sends real-time Google Chat alerts for sales visibility. 💬 1️⃣3️⃣ Triggers Gmail alerts automatically if any workflow error occurs. 🚨 ⭐ Key Benefits ✅ Discovers real buyer intent from organic Reddit conversations ✅ Eliminates manual Reddit scanning and lead qualification ✅ Uses conservative AI logic to avoid false positives ✅ Automatically turns insights into actionable sales tasks ✅ Provides confidence scores and problem summaries for context ✅ Keeps sales teams informed with instant Google Chat alerts 🧩 Features Scheduled Reddit discovery via Google Search (SerpApi) AI-based opportunity detection using GPT-4o-mini Strict structured JSON output for reliable automation Intent-based routing (Low / Medium / High) Automated Asana task creation with detailed notes Google Chat alerts for real-time notifications Gmail-based error handling Scalable batch-safe processing 🔐 Requirements SerpApi API key OpenAI API key (GPT-4o-mini recommended) Asana OAuth2 credentials Google Chat OAuth2 credentials Gmail OAuth2 credentials (for error alerts) 🎯 Target Audience B2B sales and outbound teams Growth and demand-generation teams SDR and lead qualification teams SaaS founders monitoring market demand RevOps and automation teams