AI at Work Playbook

🤝 Sales

Qualify leads and book meetings with an AI assistant

🤝 Salesn8nAdvanced

Task · Lead qualification
Time saved · 2-4 hrs per week (estimate, not measured)

Steps

  1. Import template
  2. Connect calendar and CRM
  3. Define qualification rules
  4. Monitor transcripts

Prompt / template

Qualify using BANT. Ask one question at a time. If qualified, offer two meeting times.

Source · https://n8n.io/workflows/9026
Last checked · 2026-10-16

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