Summer
Product Designer & AI Consultant | I help business owners improve their websites, apps, and digital marketing systems to drive growth and save time—using design expertise and AI automation.
Templates by Summer
Automate lead qualification with AI voice calls using GPT-3.5, Notion and Vapi
Website Leads to Voice Demo and Scheduling Creator: Summer Chang AI Booking Agent Setup Guide Overview This automation turns your website into an active booking agent. When someone fills out your form, it automatically: Adds their information to Notion AI researches their business from their website Calls them immediately with a personalized pitch Updates Notion with call results Total setup time: 30-45 minutes What You Need Before starting, create accounts and gather these: n8n account (cloud or self-hosted) Notion account - Free plan works duplicate my notion template OpenRouter API key - Get from openrouter.ai Vapi account - Get from vapi.ai Create an AI assistant Set up a phone number Copy your API key, Assistant ID, and Phone Number ID How It Works The Complete Flow Visitor fills form on your website Form submission creates new record in Notion with Status = "New" Notion Trigger detects new record (checks every minute) Main Workflow executes: Fetches lead's website AI analyzes their business Updates Notion with analysis Makes Vapi call with personalized intro Call happens between your AI agent and the lead When call ends, Vapi sends webhook to n8n Webhook Workflow executes: Fetches call details from Vapi AI generates call summary Updates Notion with results and recording
By SummerMeeting prep with Google Calendar, Tavily AI Research & Gmail Briefings
Research for Upcoming Meeting Creator: Summer Chang Never walk into a meeting unprepared again! This workflow automatically researches your meeting contacts every morning and emails you the latest news and insights about the companies you're meeting with today. ✅ Step 1: Set Your Morning Briefing Time Open the Every morning @ 7 Schedule Trigger and adjust the time when you'd like to receive your daily meeting briefings. The default is set to 9 AM. ✅ Step 2: Connect Your Google Calendar Link your Google Calendar credentials to the Get meetings for today node. This allows the workflow to scan your calendar for external meetings. ✅ Step 3: Connect Your Tavily Research API Add your Tavily API key to the Research Company/Person node. This powers the intelligent research that finds recent news and insights about your meeting contacts. ✅ Step 4: Link Your Gmail Account Connect your Gmail credentials to the Send news node so your research briefings can be automatically delivered to your inbox each morning. ✅ Step 5: Customize Your Email Settings In the Send news node, update: Send To: Your email address Sender Name: Customize how the emails appear in your inbox ✅ Step 6: Activate the Workflow Once everything is connected, set the workflow to active so it runs automatically each morning and keeps you prepared.
By Summer