Qualify and Nurture Website Demo Requests with Claude AI, Cal.com, and Instantly.ai

This n8n workflow automates the process of qualifying and nurturing website demo requests. It leverages the power of Claude AI to understand user needs, integrates with Cal.com for scheduling, and potentially Instantly.ai for email outreach (though the Instantly.ai integration is not explicitly present in the provided JSON, the directory name suggests its intended use).

The workflow streamlines lead management by intelligently responding to demo requests, ensuring that qualified leads are promptly engaged and offered relevant next steps, such as booking a meeting.

What it does

1. Receives Demo Requests: It listens for incoming demo requests via a webhook, acting as the entry point for new leads.
2. Prepares Data: It processes the incoming data, extracting relevant information like the user's name, email, and any specific requests.
3. Qualifies with AI: It uses an AI Agent (powered by an Anthropic Chat Model like Claude) to analyze the demo request details. This AI agent can understand the user's intent, qualify their needs, and determine the best next steps.
4. Generates Structured Output: The AI's response is parsed into a structured format (e.g., JSON) to make it easily usable by subsequent nodes.
5. Conditional Logic: It likely includes an "If" node (though not connected in the provided JSON) to route the workflow based on the AI's qualification (e.g., if qualified, proceed to scheduling; if not, send a different response).
6. Schedules Meetings (Implied): Based on the AI's qualification, it would typically use an HTTP Request node to interact with a scheduling tool like Cal.com, generating a personalized meeting link.
7. Sends Nurture Emails (Implied): It would then likely use another HTTP Request node (or a dedicated email node) to send follow-up emails, potentially via a platform like Instantly.ai, providing the meeting link or further information.
8. Responds to Webhook: It sends a response back to the original webhook caller, indicating the status of the request processing.
9. Includes a Wait Step: A Wait node is included, which could be used to introduce delays, for example, before sending a follow-up email or performing a secondary action.

Prerequisites/Requirements

• n8n Instance: A running n8n instance.
• Webhook Source: A system or website configured to send demo requests to the n8n webhook URL.
• Anthropic API Key: An API key for Anthropic (e.g., for Claude AI) to power the AI Agent.
• Cal.com Account (Implied): An account with Cal.com or a similar scheduling tool, configured to generate meeting links via API.
• Instantly.ai Account (Implied): An account with Instantly.ai or a similar email outreach platform, configured for sending automated emails.
• HTTP Request Credentials: Appropriate API keys or authentication for any external services accessed via HTTP Request nodes (e.g., Cal.com, Instantly.ai).

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Webhook:
   • Activate the "Webhook" trigger node.
   • Copy the test or production webhook URL.
   • Configure your website or lead capture form to send demo request data (e.g., name, email, message) to this URL.
3. Configure Credentials:
   • Anthropic Chat Model: Provide your Anthropic API key in the "Anthropic Chat Model" node.
   • HTTP Request (for Cal.com/Instantly.ai): Configure the "HTTP Request Tool" node (and any other HTTP Request nodes) with the necessary API endpoints, headers, and body for your Cal.com and Instantly.ai integrations. This will involve setting up credentials for these services within n8n.
4. Review and Customize:
   • AI Agent: Adjust the prompt and tools used by the "AI Agent" node to fine-tune how Claude AI qualifies leads.
   • Structured Output Parser: Ensure the schema in the "Structured Output Parser" matches the expected output from your AI agent.
   • If Node: Connect and configure the "If" node to create conditional logic based on the AI's qualification.
   • Wait Node: Adjust the duration of the "Wait" node as needed for your nurturing sequence.
   • Email/Scheduling Logic: Add or modify nodes to explicitly handle scheduling with Cal.com and sending emails with Instantly.ai, using the "HTTP Request Tool" or dedicated nodes if available.
5. Activate Workflow: Once configured, activate the workflow to start processing demo requests.