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n8n Automation Strategy Plan

The n8n Automation Strategy Plan outlines two main systems: a LinkedIn Content System for automating professional post creation targeting B2B leads, and a Client Onboarding AI System for converting sales calls into client-ready documents. Both systems emphasize automation, quality control through human review, and integration with tools like Telegram for approvals. The plan aims to enhance efficiency, maintain professionalism, and ensure consistency in messaging and branding.

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230 views2 pages

n8n Automation Strategy Plan

The n8n Automation Strategy Plan outlines two main systems: a LinkedIn Content System for automating professional post creation targeting B2B leads, and a Client Onboarding AI System for converting sales calls into client-ready documents. Both systems emphasize automation, quality control through human review, and integration with tools like Telegram for approvals. The plan aims to enhance efficiency, maintain professionalism, and ensure consistency in messaging and branding.

Uploaded by

customercarejio6
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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n8n Automation Strategy Plan

1. LinkedIn Content System (AI Consultancy Marketing)


Purpose:
Automate the process of generating professional, engaging LinkedIn posts tailored to B2B leads. These should reflect
the services we offer (AI automation using n8n, AI caller agents, workflow automation, custom software), attract leads,
highlight pain points, offer solutions, and include strong CTAs. The content should be highly refined and human-like.

Flow Summary:
1. Research hot B2B AI topics from YouTube, LinkedIn, and RSS feeds.
2. Analyze collected data and generate 3 unique, relevant post ideas.
3. Based on selected idea, generate a 300-word LinkedIn post.
4. Content includes: pain point, service-based solution, and CTA.
5. Generate relevant banner image for visual appeal.
6. Send preview to Telegram with Approve/Reject options.
7. If approved, auto-schedule for posting using Buffer or Publer.

Key Features:
- Posts must directly connect with our AI services.
- Content ideas and generation must adapt to trending industry issues.
- Human-in-the-loop review for quality control via Telegram.
- Visual content adds professionalism and engagement.
- Easy to maintain, review, and update as needed.
2. Client Onboarding AI System
Purpose:
Quickly and efficiently convert a sales call (transcript or audio) into a client-ready Proposal, Contract, and Invoice,
based on pre-approved templates, saving manual work and ensuring consistent formatting and messaging.

Flow Summary:
1. Upload a sales call transcript or audio via form or webhook.
2. If audio, transcribe using Whisper.
3. Analyze the conversation to extract key details (client needs, pricing, timeline, deliverables).
4. Generate proposal, contract, and invoice drafts using templated prompts.
5. Review drafts via Telegram or Email with Approve/Regenerate options.
6. If approved, format and finalize as PDF or Google Docs.
7. Send to client via email and store in Google Drive or CRM.

Key Features:
- All outputs follow standard branded templates.
- Maintains accuracy, consistency, and professionalism.
- Saves time spent manually creating client materials.
- Allows review before delivery.
- Future scope: auto-save in CRM, connect to billing system.

Execution Notes for Automation Team:


- Keep flows modular and reusable.
- Ensure all AI prompts reflect business services and are consistent.
- Integrate Telegram for quick review and approval.
- Allow manual override or review in all automation steps.
- Maintain logs of generated content and documents.

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