38 free sales automation templates

Free AI templates / 38 workflows

Sales automation templates

Prospect research, CRM updates, follow-ups and meeting prep that keep deals moving.

38 templates

AI Sales System: Scale Personalized Outreach Videos

Generates personalized outreach videos at scale using Pitchlane, Clipio, ElevenLabs voices, and Airtable records, helping sales teams reach prospects with tailored messages.

AirtableElevenLabs

Template by Vito Pugni

AI Web Researcher for Sales

Searches the web for facts about a prospect or company and compiles them for outreach, helping sales reps and lead generation managers personalize their messages.

n8nSerpApiOpenAI

Appointment Scheduling with Twilio, Cal.com, and AI

An n8n agent answers prospect enquiries over text, checks Cal.com availability, books appointments, and follows up with leads who stall, so small sales teams miss fewer bookings.

n8nTwilioCal.comOpenAI

Automate Lead Qualification with RetellAI, OpenAI GPT-4 & Google Sheets

Phone agent built with RetellAI that qualifies outbound leads and handles inbound calls, logging outcomes in Google Sheets for sales teams and call centers.

n8nOpenAI ChatGPTGoogle SheetsRetellAI

Automate New Customer Onboarding with HubSpot & Google Calendar

Automates new customer onboarding by sending personalized emails, booking Google Calendar events, and assigning contacts in HubSpot, with OpenAI helping to write the messages.

n8nHubSpotGoogle CalendarOpenAI

Automate Sales Insights with Gong.io, Notion & AI

Processes Gong sales call data with AI and stores structured insights in Notion, giving sales teams an organized record of customer conversations without manual note-taking.

n8nGong.ioNotionAI Agent

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Each template is a JSON file you import into its automation tool (usually n8n or Make). Read every step and test with sample data before you connect real accounts, and keep a person approving anything that sends, spends or deletes.

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