🤝 Autonomous AI Sales SDR (Closed-Loop Architecture)

"A Sales Agent that doesn't just filter leads—it talks to them." A closed-loop system that asks missing questions, listens for replies, and updates CRM context autonomously.

🚨 The Problem

In B2B sales, the biggest time-waster isn't "unqualified leads," but "incomplete leads."

• Sales Reps spend days asking basic questions: "What is your budget?" or "When do you plan to start?"
• Manual Follow-up: Tracking who replied to what email and updating the CRM manually is prone to error.
• The Gap: Standard automations are "fire-and-forget." They can't handle a conversation if the customer replies 3 days later.

✅ The Solution (V4.0 Architecture)

This system acts as a fully autonomous SDR (Sales Development Representative) with a Closed-Loop Architecture.

1. It Analyzes: Reads the incoming lead and checks for BANT criteria (Budget, Authority, Need, Timeline).
2. It Asks: If information (e.g., Budget) is missing, it autonomously emails the lead to ask for it—without bothering the human team.
3. It Listens: It monitors the inbox for replies. When the lead responds (even days later), the AI matches the reply to the original lead in Airtable.
4. It Qualifies: Only when the profile is complete does it notify the human manager via Slack for final approval.

🛠 Tech Stack & Architecture

Technology	Role
n8n	Branching logic, state management, and process orchestration.
OpenAI (GPT-4o)	Semantic analysis (BANT check), intent detection, and natural language generation.
Gmail API	Two-way communication (Sending inquiries & Listening for replies).
Airtable	Relational Database & Context Storage (Memory).
Slack Block Kit	Human-in-the-loop approval interface.

⚙️ Workflow Logic (The Closed-Loop)

1. Inbound Flow (Active Inquiry)

• Capture: Web form data arrives.
• AI Brain: GPT-4o scans for BANT.
• Decision:
  • Complete Lead: Send to Approval.
  • Incomplete Lead: Route to "False" path -> AI generates a specific question -> Email sent.

2. Outbound Loop (Context Awareness)

• Reply Listener: The system watches for incoming emails 24/7.
• Context Match: It searches Airtable to find which lead this reply belongs to.
• Re-Evaluation: AI merges the new answer (e.g., "$10k Budget") with the old data and updates the score.

3. Human-in-the-Loop

• Once the lead is fully qualified, a Slack Card is generated.
• The manager clicks "Approve," and the lead is officially handed over to the Sales Team.

🚀 How to Use

1. Import the workflow.json file into n8n.
2. Set up your Airtable Base (Columns: Name, Email, Status, BANT_Score, Missing_Info).
3. Connect Gmail API (Scope: Read/Write/Send).
4. Configure Slack Webhook for notifications.
5. Watch your AI SDR qualify leads while you sleep!

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📞 Contact & Support

If you are interested in this project or would like to discuss custom n8n automation solutions for your business, feel free to reach out.

👉 Visit my Website: emrahdemirkoc.com
📧 Email: emrahdemirkoc@gmail.com

👤 Author

Emrah Digital - Building the Agentic Workforce Visit my Website