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n8nAutomationB2B

Automating Agency Lead Gen with n8n & AI

How we saved 100+ hours per month by automating the entire lead qualification and proposal generation process using n8n and AI agents.

Automating Agency Lead Gen with n8n & AI

The Problem
Manual lead sourcing and proposal writing was consuming valuable agency time. We needed a system to filter high-quality leads from Upwork and draft personalized proposals automatically.

100+ Hrs/Mo
Time Saved
Instant
Response Time
High
Accuracy

Technologies Used

n8nOpenAI APITrelloDiscordNotion

The Workflow
1. **Ingestion**: Webhook listener captures new jobs from Upwork.
2. **Qualification**: AI agent evaluates the job against our agency profile.
3. **Generation**: A second AI agent drafts a proposal using our case study knowledge base.
4. **Management**: Valid leads are synced to Trello and alerts are sent to Discord for final review.

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