How to Automate Sales Emails & Follow-ups With AI (No Coding!)

Are you sick of spending hours on sales tasks that never seem to end? Now, imagine having an AI that handles client outreach, drops emails, and keeps everything organized automatically. In this guide, I’ll show you how to build your own AI sales assistant using N8N. All you need to do is provide the client’s details, and the workflow will automatically collect information, research their company, and create personalized follow-up emails and messages.

The best part?
All your data neatly goes into Google Sheets — so your leads stay organized without any manual effort.

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Step 1: Get the N8N Workflow

To create a sales assistant AI agent, we follow four steps.
The first step is to download the workflow.

Click the link in the description, click Download, and the Sales Assistant AI workflow will be saved. To download this workflow, you need to have N8N hosting on Webspace Kit.

Since I’ve already logged in, it downloads directly.
You can also watch the video to learn how to set up N8N hosting on Webspace Kit.

Once you have the hosting and the workflow downloaded:

• Go to your N8N account
• Click Start from Scratch
• Click Import from File
• Upload the workflow file you downloaded

You’ll now see the workflow on your screen.

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Why You See Warning Icons in the Workflow

After importing, you may notice warning signs on the nodes.
These indicate that some nodes still need configuration.
So to make the workflow fully functional, we need to set up these nodes and connect them.

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Step 2: Connect Google Sheets to N8N

We need Google Sheets because the workflow will send all your lead data, AI outputs, and updates into the Sheet automatically.

Connecting Google Sheets

1. Open the Google Sheets node
2. Click Create New Credentials
3. Enter your Client ID and Client Secret

Get Credentials From Google Cloud Console

• Click the link in the description
• Agree to the terms
• Click New Project
• Name your project and click Create
• Select your project
• Go to APIs & Services → OAuth Consent Screen

Set Up OAuth Consent Screen

• Click Get Started
• Add an App Name
• Select your email address
• Choose External
• Add your email
• Accept data policies
• Click Create

Create OAuth Client ID

• Go to OAuth Client IDs
• Choose Web Application
• Add the Redirect URL from N8N
• Click Create

Copy the Client ID and Client Secret into the N8N Google Sheets node.

Enable Google APIs

In Cloud Console:

• Search Google Sheets API → Enable
• Search Google Drive API → Enable

Then:

• Go to OAuth Consent Screen
• Select Audience
• Click Publish App

Return to N8N and save.

Connect to Your Sheet Template

• Click the Sheets link in the description
• A template will open
• Click Make a Copy
• Rename it to AI Sales Assistant

Add:

• Client details
• Products with descriptions
• Success stories with testimonials

This helps the AI generate accurate, personalized emails and SMS messages.

Back in N8N:

• Select your new Google Sheet
• Open other Google Sheets nodes — they connect automatically

Now Google Sheets is successfully connected.

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Step 3: Connect OpenAI to N8N

OpenAI is the brain of your workflow — it generates:

• Outreach emails
• Follow-up messages
• SMS scripts
• Company-specific solutions

Add OpenAI API Key

• Open the OpenAI node
• Click Create New Credentials
• Click the link in the description
• Sign in
• Click Create New Secret Key
• Name your key
• Copy the API key
• Paste it into N8N

⚠️ You must add a payment method on OpenAI before generating a key.

Once added, the second OpenAI node will auto-connect.

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Step 4: Connect Tavily (Company Research Tool)

Tavily provides real-time:

• Company information
• Lead details
• Industry insights

This helps the AI personalize outreach content accurately.

Connect Tavily

1. Open the Tavily node
2. Scroll to the API key section
3. Click the link in the description
4. Sign in
5. Create a new key
6. Copy and paste it into N8N

Now Tavily is successfully connected.

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Step 5: Execute Your Workflow

Click Execute Workflow in N8N.

Once completed:

• Open your Google Sheet
• You'll see newly added fields like:
• Company overview
• Recent updates
• Suggested solutions
• Email subject
• Full email content
• SMS message

Your AI sales assistant is fully active!

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Final Summary

With this AI setup in N8N, you can now:

• Generate personalized sales emails instantly
• Organize leads without manual work
• Get company research automatically
• Send SMS messages created by AI
• Focus on closing more clients instead of writing emails

To start building your workflow, launch N8N on Webspace Kit using the link provided.

You can also follow their WhatsApp updates by scanning the QR or tapping the link.

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