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n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
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Workflow impact
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Eliminates repetitive admin tasks so sales teams can focus on closing deals.
Provides instant lead research & qualification with company and contact enrichment.
Generates meeting briefs & objection handling scripts automatically.
Creates draft proposals instantly, ready for review and iteration.
Acts as a real-time AI sales assistant, accessible across Airtable and connected to Claude.
Requirements
n8n account (self-hosted or cloud).
Airtable for the automated CRM pipeline.
Fireflies.ai account for meeting transcription.
Claude (Anthropic) or Gemini/OpenAI for transcript analysis and proposal drafting.
PandaDoc (or Google Docs) for proposal creation.
Make.com account (if using PandaDoc API without Enterprise plan).
Calendly (or another booking tool) for lead-triggered automation.
How it works
The workflow starts when a meeting is booked via Calendly. Lead details are sent to Airtable and enriched using APIs, such as Cross Data, to retrieve company information, decision-makers, revenue, and LinkedIn activity. An AI step compiles this into a comprehensive meeting brief.
After the first call, Fireflies transcripts trigger the next automation. The transcript is cleaned, stored in Google Docs, and analyzed by AI to classify the meeting type.
Based on the stage (discovery, presentation, or proposal), Airtable updates the pipeline and triggers the corresponding automation: preparing the following meeting brief, generating objection handling strategies, or drafting a proposal.
Proposals are finalized via PandaDoc through Make.com. Claude is connected as a sales co-pilot, able to retrieve CRM data, analyze transcripts, and help iterate proposals in real time.
Something else?
This system is highly modular: each phase (lead research, transcript analysis, proposal drafting) can be run independently or adapted to different sales processes. It is especially powerful for agencies, B2B sales teams, or consultants running high-ticket, multi-step pipelines.
Walkthrough - Coming Soon
Frequently Asked Question
Frequently Asked Question
Can I adapt the pipeline stages to my own sales funnel?
Do I need coding skills to set this up?
What happens if a transcript is too long?
Can proposals be generated in other tools besides PandaDoc?
How does Claude improve this system?
Is this workflow GDPR-compliant?
Can I adapt the pipeline stages to my own sales funnel?
Do I need coding skills to set this up?
What happens if a transcript is too long?
Can proposals be generated in other tools besides PandaDoc?
How does Claude improve this system?
Is this workflow GDPR-compliant?
Can I adapt the pipeline stages to my own sales funnel?
Do I need coding skills to set this up?
What happens if a transcript is too long?
Can proposals be generated in other tools besides PandaDoc?
How does Claude improve this system?
Is this workflow GDPR-compliant?
Can I adapt the pipeline stages to my own sales funnel?
Do I need coding skills to set this up?
What happens if a transcript is too long?
Can proposals be generated in other tools besides PandaDoc?
How does Claude improve this system?
Is this workflow GDPR-compliant?
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
500€
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
500€
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
500€
n8n AI CRM System | Sales Process Automation
This workflow fully automates the B2B sales process - from lead capture and research to meeting briefs, transcript analysis, objection handling, and proposal generation. Built with n8n, Airtable, Fireflies, Claude, and PandaDoc, it creates a real-time AI-powered CRM that moves leads through the pipeline automatically and equips sales teams with actionable insights.
500€
AI Automation & B2B Lead Generation On Autopilot
Most companies are stuck with messy CRMs, lack lead generation systems, and operational bottlenecks that hinder growth. With our systems used by market leaders, you can finally achieve predictable lead gen, clean data, and a business that scales without requiring additional staff.
AI Automation & B2B Lead Generation On Autopilot
Most companies are stuck with messy CRMs, lack lead generation systems, and operational bottlenecks that hinder growth. With our systems used by market leaders, you can finally achieve predictable lead gen, clean data, and a business that scales without requiring additional staff.
AI Automation & B2B Lead Generation On Autopilot
Most companies are stuck with messy CRMs, lack lead generation systems, and operational bottlenecks that hinder growth. With our systems used by market leaders, you can finally achieve predictable lead gen, clean data, and a business that scales without requiring additional staff.
AI Automation & B2B Lead Generation On Autopilot
Most companies are stuck with messy CRMs, lack lead generation systems, and operational bottlenecks that hinder growth. With our systems used by market leaders, you can finally achieve predictable lead gen, clean data, and a business that scales without requiring additional staff.