Back to Portfolio
AI Sales Automation

GrowthLab AI

AI-powered sales ecosystem for automated lead qualification, CRM integration, dialogue analysis & executive reporting delivered via Telegram.

n8n Anthropic Claude Zoho CRM Telegram Bot Google Sheets 2025
Project Resources

Links & Downloads

Source Code
github.com/tetiana-a/AI-Sales-Automation
→
Live Demo
AI Sales Automation Chatbot
→
WF 1: Qualification WF 2: Analysis WF 3: CEO Report
Business Case

Context & Challenge

GrowthLab is an AI sales automation company. The system was built to automatically qualify incoming leads, transfer data to CRM, analyze dialogues, and generate CEO reports.

Before automation: Leads were processed manually. Managers could lose requests, not all dialogues were analyzed, and the CEO had no quick report on lead quality, funnel bottlenecks, or communication issues.

Goal: Build an AI ecosystem of three workflows: AI chatbot for BANT qualification, dialogue analysis pipeline, and CEO reporting system via Telegram.

Technical Design

System Architecture

Web Chat
Lead Input
→
AI Agent
BANT Analysis
→
Zoho CRM
Lead Storage
→
Analysis
Google Sheets
→
Telegram
CEO Report
n8n
Anthropic Claude
Zoho CRM
Google Sheets
Telegram Bot
Postgres Memory
Webhooks
AI Agents
Implementation

Three Interconnected Systems

01

AI Lead Qualification Chatbot

First workflow handles AI qualification through web chat. AI Agent conducts BANT analysis, collecting information about business, budget, decision maker, problem, and timeline. After qualification, a lead is created in Zoho CRM with sessionId stored in Skype_ID field.

Chatbot UI
Chatbot UI — Web Interface
Workflow Schema
n8n Workflow Schema
BANT Framework
  • Business context
  • Authority (Decision Maker)
  • Need/Problem
  • Timeline
Data Collection
  • Company information
  • Budget range
  • Contact phone
  • Session tracking
Output
  • Zoho CRM lead
  • Qualification score
  • Lead segmentation
  • Structured data
02

AI Dialogue Analysis

Second workflow automatically analyzes all AI dialogues after qualification. Through Postgres Chat Memory, the system retrieves message history, AI analyzes agent errors, client problems, and successful communication patterns. Results are recorded in Google Sheets for further analytics.

Google Sheets Analysis
Google Sheets — Analysis Dashboard
Workflow Schema
n8n Workflow Schema
Input Sources
  • Postgres Chat Memory
  • Session history
  • Message logs
  • Timestamp data
Analysis Types
  • Agent error detection
  • Client problem extraction
  • Success patterns
  • Sentiment analysis
Reporting
  • Google Sheets export
  • Analytics dashboard
  • Pattern tracking
  • Quality metrics
03

CEO Lead Monitoring & Reporting

Third workflow performs CEO analytics of the entire CRM funnel. System collects leads from Zoho CRM, analyzes bottlenecks, HOT lead count, new requests, funnel problems and recommendations. After analysis, AI automatically generates CEO Sales Report and sends it to Telegram.

Telegram CEO Report
Telegram — CEO Sales Report
Workflow Schema
n8n Workflow Schema
Data Sources
  • Zoho CRM pipeline
  • Lead status data
  • Conversion metrics
  • Historical trends
Analytics
  • Bottleneck detection
  • HOT lead tracking
  • Funnel problems
  • AI recommendations
Delivery
  • Telegram CEO Report
  • Executive summary
  • Action items
  • Scheduled delivery
n8n Workflow Structure 
// Workflow 1: AI Lead Qualification
{
  "trigger": "Webhook (Chat Message)",
  "nodes": ["AI Agent (Claude)", "Postgres Chat Memory", "Structured Output Parser", "Zoho CRM Create Lead"],
  "output": { "lead_score": "HOT | WARM | COLD", "session_id": "stored in Skype_ID" }
}

// Workflow 2: Dialogue Analysis
{
  "trigger": "Schedule / Manual",
  "nodes": ["Postgres Chat Memory (Read)", "AI Analysis (Claude)", "Google Sheets Append"],
  "output": { "agent_errors": "list of mistakes", "success_patterns": "what worked" }
}

// Workflow 3: CEO Reporting
{
  "trigger": "Schedule (Daily/Weekly)",
  "nodes": ["Zoho CRM Fetch Leads", "AI Analytics (Claude)", "Telegram Send Message"],
  "output": { "hot_leads": "qualified count", "bottlenecks": "funnel issues" }
}
Outcomes

Results

Automation
  • Automated BANT qualification
  • Zoho CRM integration
  • AI dialogue analysis
  • CEO monitoring system
Intelligence
  • Structured AI scoring
  • HOT/WARM/COLD segmentation
  • Pattern recognition
  • Sentiment analysis
Reporting
  • Telegram executive reports
  • Google Sheets analytics
  • Postgres memory architecture
  • Real-time dashboards