Xavier Tai
Hey 👋 I'm Xavier. I build AI automation systems for B2B companies. Check out my templates or hit me up in the forums if you need help with your workflows!
Templates by Xavier Tai
AI-Powered Lead Qualification & Routing with OpenAI, Slack, and Airtable
AI Lead Qualifier & Router An intelligent lead management system that automatically captures incoming leads via webhook, uses AI to analyze and score each prospect, then routes them to the appropriate team or campaign based on qualification score—delivering hot leads to sales instantly while nurturing others on autopilot. What It Does This workflow eliminates the manual process of: • Daily lead review and qualification • Manual scoring and prioritization • Lead assignment and routing decisions • Follow-up email composition • CRM data entry and updates • Sales team notifications for hot prospects Instead, it delivers qualified, routed leads with AI insights in under 30 seconds—complete with structured scoring, personalized responses, and organized data storage for tracking. Key Features • Webhook Lead Capture - Accepts leads from any source (forms, landing pages, APIs) • AI-Powered Qualification - Analyzes budget, timeline, message quality, and fit using OpenAI • Structured Scoring - Generates 0-100 scores with reasoning, strengths, and concerns • Intelligent Routing - Automatically directs hot leads (70+) to sales, others to nurture • Instant Notifications - Slack alerts for high-priority prospects with full context • Dual Email Flows - Personalized responses based on lead quality and urgency • Airtable Storage - Organized tracking with qualification data and timestamps
By Xavier TaiAuto-Translate & Recreate TikTok Carousels with Gemini Vision & Midjourney
🎨 TikTok Carousel Replicator & Translator An end-to-end automation system that monitors TikTok accounts for new 3-image carousel posts, extracts text overlays and visual layouts using AI vision analysis, translates content into English, and automatically regenerates brand-new carousel images ready for review and posting. What It Does This workflow eliminates the manual process of: Daily monitoring for new carousel content Screenshot capture and image extraction Text transcription and translation Layout recreation in design tools Manual formatting and brand consistency checks Instead, it delivers 3 production-ready images to your inbox every morning—complete with translated text, matched composition, and side-by-side comparisons for quick approval. Key Features Automated Daily Monitoring - Checks target TikTok accounts on schedule AI-Powered Vision Analysis - Extracts text, layout, and composition with Gemini Vision Smart Translation - Converts text to natural English while preserving intent Intelligent Image Generation - Recreates carousels with Midjourney/DALL-E based on analyzed layouts Review Dashboard - Organized Google Sheets with original vs. new comparisons Email Notifications - Morning digest with clickable previews Who It's For Content creators, social media managers, and marketing teams who need to adapt high-performing carousel content from other languages into English—without spending hours in Canva every day. Time Saved From 3+ hours of manual work → 2 minutes of review per carousel set. Workflow Breakdown Monitor → Extract & Analyze → Translate → Generate → Review & Deliver Each section runs automatically, processing images sequentially and delivering organized results to your review dashboard with email notifications. 🚀 SETUP INSTRUCTIONS Required Credentials: Google Gemini API - For vision analysis Midjourney API (or alternative: DALL-E, Stable Diffusion) OpenAI API - For prompt generation and translation enhancement Google Sheets - For review dashboard Gmail - For notifications Configuration Steps: Replace @USERNAME in TikTok RSS node with target account Set your Google Sheet ID in "Save to Review Sheet" node Update email addresses in notification node Test with a single post before enabling daily schedule Alternative Approaches: Can use TikTok API instead of RSS (if available) Can use Canva API instead of Midjourney for generation Can integrate with Airtable for more advanced review workflows Can add approval workflow with interactive buttons
By Xavier TaiAutomate email follow-ups with Gmail & Google Sheets using multi-stage sequences
🔄 Daily Follow-Up System with Multi-Stage Sequences What It Does Automatically sends timed follow-up emails to leads based on a 4-stage sequence (Day 1, 3, 7, 14), updates tracking automatically, and calculates next follow-up dates. Set it once, add leads, and never manually track follow-ups again. Converts cold leads into warm opportunities through consistent, professional touchpoints. How It Works Schedule Trigger → Runs daily at 9 AM Read Tracker Sheet → Gets all leads from Follow-Up Tracker Filter Today's Follow-Ups → Only processes leads where "Next Follow-Up Date" = Today Process Individually → Handles each lead one at a time (prevents rate limits) Route by Stage → Sends appropriate email based on Day 1/3/7/14 stage Send Stage Email → 4 different templates for each follow-up milestone Update Last Sent → Records when email was sent Calculate Next Date → Automatically schedules next follow-up (or marks complete) --- 🚀 SETUP INSTRUCTIONS Step 1: Create Follow-Up Tracker Sheet Create Google Sheet with tab "Follow-Up Tracker" Add columns: Name | Email | Project/Interest | Timeline | Next Step | Stage | Next Follow-Up Date | Last Sent Date | Status Populate with leads: Set Stage = "Day 1", Status = "Active", Next Follow-Up Date = desired start date Update YOURGOOGLESHEET_ID in nodes 2, 7, and 8 Step 2: Configure Email Templates Edit nodes 6-9 with your email templates Replace YOURCALENDARLINK with your actual booking link (Calendly, etc.) Replace YOURRESOURCELINK in Day 3 email with relevant content Customize sender name/signature in all templates Step 3: Setup Gmail Connection Add Gmail OAuth2 credentials to all email nodes Test workflow with one test lead first Monitor Gmail sending limits (500/day for free accounts) Step 4: Test the Sequence Add one test lead with Next Follow-Up Date = today Manually execute workflow to verify email sends Check that Google Sheet updates correctly Verify next stage is calculated properly
By Xavier TaiSync companies from Google Sheets to Salesforce with smart duplicate prevention
How it works Automatically imports company data from Google Sheets into Salesforce while intelligently preventing duplicate accounts. The workflow searches for existing companies, creates new accounts only when needed, and ensures all contact information is properly associated. Key features: Smart duplicate detection by company name matching Dual processing paths for new vs existing companies Automatic contact creation and association Comprehensive error handling and data validation Professional sectional documentation with setup guides Set up steps Configure Google Sheets API credentials (OAuth 2.0) Set up Salesforce Connected App with Account/Contact permissions Prepare Google Sheets with proper column headers (Company Name, Email, Phone, Industry) Map Salesforce field requirements in workflow nodes Test with small dataset before full deployment Estimated setup time: 15-30 minutes Processing time: 15-45 seconds per company All detailed configuration steps, troubleshooting guides, and security best practices are included in the comprehensive sticky note documentation within the workflow.
By Xavier TaiAutomate service package recommendations with Google Workspace sales pipeline tracking
💰 Package Recommender with Sales Pipeline Tracking What It Does Automatically recommends the right service package based on budget, sends beautifully formatted proposal emails with case studies, logs everything to a sales pipeline tracker, and schedules your follow-up reminders. Converts inquiries into booked calls without manual proposal writing. How It Works Form Trigger → Lead submits budget and challenge details Log to Pipeline → All inquiry data saved to tracking sheet Budget Router → Directs to Basic ($0-3K), Standard ($3-6K), or Premium ($6K+) Set Package Variables → Loads appropriate features, pricing, case study Send Proposal Email → Gorgeous HTML email with personalized package details Update Pipeline → Marks "Package Sent" and sets follow-up date (+3 days) Calendar Reminder → Creates event in 3 days reminding you to follow up --- 🚀 SETUP INSTRUCTIONS Step 1: Create Sales Pipeline Sheet Create Google Sheet with tab "Package Inquiries" Add columns: Timestamp | Name | Email | Phone | Budget | Timeline | Challenge | Package Recommended | Package Price | Status | Date Sent | Follow-Up Date Update YOURGOOGLESHEET_ID in nodes 2, 7, and calendar description Step 2: Customize Package Details Edit nodes 4, 5, 6 (Set Package Details nodes) Update pricing, features, and case studies for your services Replace booking links with your actual Calendly/scheduling URLs Adjust package names if needed Step 3: Configure Email Template Edit node 7 email design/branding Update "Your Name" and signature Customize colors (currently: purple gradient, green CTA) Test email rendering across devices Step 4: Setup Calendar Integration Add Google Calendar OAuth2 credentials Verify follow-up timing (currently +3 days) Customize reminder description with your workflow Update Google Sheet link in calendar event
By Xavier Tai