AI agent prompts for Zapier, Make and n8n automations

Once a prompt works in ChatGPT, the next step is letting it run on its own. These prompts are written so you can drop them into the AI step of a Zapier, Make or n8n automation: a new lead, review, email or quote triggers the workflow, the AI does the thinking, and the result lands in your CRM, inbox or spreadsheet.

16 free prompts across 6 categories. Each one links to the real-world example it is based on. Updated October 24, 2026

How to use these prompts

1. Test the prompt by hand in ChatGPT with a few real examples before you automate it.
2. Ask the AI to answer in a fixed format (for example JSON or one field per line) so the next automation step can read it.
3. Start with "draft and notify me" rather than "send automatically" until you trust the output.
4. Log every run to a Google Sheet or Airtable so you can spot mistakes early.

The 16 prompts

• Duplicate contact finderClean your CRM by spotting duplicates and suggesting merges. · Sales · intermediate
• Lead enrichment + draft replyWhen a new lead arrives, enrich it and draft a reply you send in two clicks. · Sales · intermediate
• Review collection & routingCollect reviews after delivery; publish happy ones, route unhappy ones to a human. · Ecommerce · intermediate
• Missing-documents chaserAsk clients for the paperwork you need, send reminders, and report what's still missing, like a two-person advisory firm that cut admin per file from 6 hours to 2.5. · Operations · intermediate
• Receipt photos to bookkeeping entriesSnap a receipt in a chat and get a clean bookkeeping entry, like a construction firm's WhatsApp agent that feeds QuickBooks and Google Sheets. · Finance · beginner
• Stale quote chaserSurface sent quotes that haven't been answered before they go stale and draft a nudge for each, like the Quote Follow-Up capability Prokeep launched for distributor counter teams. · Sales · beginner
• Daily client activity digestEach morning, summarize what every client did across messages, saved searches and price alerts, with suggested next steps and drafted messages you approve, like Realtor.com's RealAssist AI Daily Digest for real estate agents. · Sales · beginner
• Spot product complaints hidden in collection callsTranscribe payment-collection calls and replies, pull out anything a team should act on (a defective product, a warranty claim) and send it to that team, like the two Make agents a Bemol collections analyst built that now cover 100,000+ calls a month. · Customer Support · intermediate
• Send invoices and proposals from the job site with a WhatsApp messageText a quick note from the field and have an agent turn it into an invoice in your accounting software or a client proposal, with your approval before anything goes out. A UK kitchen-extraction company raised 22 Xero invoices and 14 proposals this way and estimates it saves 10 hours a week of admin. · Finance · intermediate
• Send customers proactive updates before they have to chase youInstead of waiting for 'where is my order/engineer/appointment?' calls, have an agent message customers at each key moment, let them confirm, reschedule or report a problem in the same thread, and write their answer straight back into your systems. UK broadband builder Openreach grew this from a 5,000-customer-a-month trial into more than 20 journey types and 1.1 million journeys a month on NiCE Proactive AI Agent, with 95% handled without a human and NPS rising from 0 to +65. · Customer Support · intermediate
• Let customers buy and change their plan by chat, with a person ready for judgment callsSimple changes like updating an address, switching a plan or moving a payment date shouldn't need a phone queue. Give a chat agent your rules so it can complete routine changes for customers any time of day, and hand anything unusual to a person with a clear summary. On Oct 21, 2026, UK insurer 1st Central Group launched Motivo with Microsoft: its assistant KAI helps customers buy cover, make policy changes and manage payments 24 hours a day by chat or voice, with specialists available when judgment is needed, and early testing showed comparable interactions take about 40% less time. · Customer Support · intermediate
• Run your back office with a small team of bots that file email, track bids and log invoicesFor a contracting business, bid invites, supplier invoices and timesheet changes all arrive mixed into one inbox. Give each routine job to its own AI helper, keep every bid on one shared board, and make each helper log what it did so you can count it every week. On Oct 20, 2026, Monica Thomas of M&M Interiors posted the first 11 days (Oct 8-19) of her team of 13 bots running 46 routines: 2,773 emails filed, 892 junk emails deleted, 69 bid invites routed onto a board of 59 active jobs, 71 invoices processed and 75 timesheet edits checked and applied. Her next bot, an estimator, gets read-only access to past bids first. · Operations · advanced
• Build the policy document pack for every new insurance claim automatically, so adjusters start with everything in one fileWhen a new loss is reported, someone has to look up the policy, pull the declarations page and every endorsement that applied on the date of loss, and bundle them for the adjuster, which takes about 15 minutes per claim and invites mistakes. An AI agent can read the loss report, find the policy number and date, gather the right documents, put them into one ordered PDF and tell the team when it's done or what's missing. Bevaya's case study says a US property and casualty insurer handling 200,000+ new loss reports a year cut this first-notice-of-loss step from 15 minutes to under 4, reaching a 99.9% no-touch rate and saving 36,000+ hours a year. · Operations · advanced
• Get a morning report of every lead nobody called back, every overdue follow-up and every appointment missing from your CRMLeads rarely go cold because nobody cares; they go cold because a callback slipped or a new form fill sat unseen for a day. An AI agent can check your CRM every morning, list the leads with no first contact, the follow-ups that are past due and the appointments that were never logged, and send that list to the person who fixes it in the chat app your team already uses. Ryan Murray, who owns a 21-person shutter and shade manufacturer and installer, shared on X on Oct 17, 2026 that his team built this check on their GoHighLevel CRM with Claude: one report caught a lead with no reply for 19 days and a promised callback more than a week late, and first-hour lead response misses fell from 9 to 1 in a week (he says not all of that is down to AI). · Sales · beginner
• Catch automations that say "success" but quietly do nothing: a weekly check that compares each workflow's runs against what it actually producedScheduled workflows can run without errors while producing nothing, because an input list ran out, a filter stopped matching or a source changed, and a green 'success' badge hides it for weeks. An AI assistant can take each automation's run history and output counts, flag runs that finished but produced zero or unusually few results, and suggest a simple alert so it can't happen silently again. Founder Joshua Pi'Rwot (FounderWise) posted on X on Oct 23, 2026 that his n8n lead workflow ran twice a day and reported success every time from Sept 16 to Oct 9, yet loaded zero new leads in those 23 days, because a date-keyed keyword list had run out of dates and an empty run still counted as a success. · Operations · beginner
• Get a daily research email your agent can read: schedule an AI search every morning that emails a compact, cut-off-safe summary of trending posts and people to engage withPaying for a social media API just to find posts worth replying to costs more than most solo creators want to spend. A scheduled AI search that emails you its findings every morning can act as a cheap data feed for you or your other agents. Stefano Caioni shared on X (Oct 2026) that a Grok automation runs a search every morning and emails him the result; because the email preview only shows about 1,000 characters, his prompt asks for a compact block first with an END line to catch cut-offs, and a script imports it so his agent gets fresh reply targets, trending posts and people to follow, for almost nothing compared with the X API. · Marketing · intermediate

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