Training course · n8n · Sales

n8n for Sales Teams

Workflow automation with n8n and AI: master nodes, the AI Agent node, integrations and GDPR-friendly self-hosting in practice.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“n8n for Sales Teams” is designed for roles such as Account managers and key account managers, Business and sales development representatives and Sales managers and directors and shows step by step how to use n8n productively, safely and transparently in Sales – from the fundamentals to advanced workflows.

n8n is a flexible workflow automation platform that combines visual flows with language models and hundreds of integrations. Unlike many cloud services, n8n can also be self-hosted, so your data can stay in your own data centre or with a European hosting provider. Over two days you will learn how triggers, nodes and data flows fit together, how to transform data between applications and how to automate recurring tasks from your day-to-day work reliably.

The core of the course is the combination of automation and AI. Using the AI Agent node, chat models, memory and tools, you build workflows that classify emails, summarise documents, enrich records or answer enquiries. You learn to catch errors, test workflows and document them properly. Finally, you look at hosting options, credential management and data protection, so that your automations run stably, securely and in line with GDPR once they go into everyday operation.

In sales, the quality of preparation and customer communication decides whether a deal closes. Generative AI helps sales teams spend more time with customers and less on admin. AI assistants research companies and contacts from public sources, prepare call guides, draft personalised emails, summarise meeting notes and create proposal drafts. AI agents and automation maintain CRM data, prioritise leads and remind reps about follow-ups. For sales leaders, pipeline analysis and forecasting become faster and more transparent. The key is to use AI to support genuine relationships rather than mass, impersonal outreach. With clean CRM data, clear processes and privacy-compliant tools, AI becomes a productivity lever across the entire sales cycle.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Account managers and key account managers
  • Business and sales development representatives
  • Sales managers and directors
  • Inside sales and sales operations
  • Pre-sales and solution consultants

Typical challenges we address

  • Finding time for research and preparation alongside day-to-day business
  • Keeping CRM data complete and up to date
  • Creating tailored proposals and tender responses quickly
  • Assessing pipeline and forecast realistically

What you will be able to do

  • You can build n8n workflows independently using triggers, logic nodes and data transformations.
  • You can connect n8n to the applications you use every day and fall back on the HTTP Request node where needed.
  • You can use the AI Agent node and other AI building blocks for classification, extraction and summarisation.
  • You can safeguard workflows with error handling, validation and human approval steps.
  • Prepare customer meetings faster and more thoroughly with AI.
  • Create personalised outreach, proposals and follow-ups efficiently and authentically.
  • Automate CRM maintenance and pipeline analysis in compliance with the GDPR and marketing rules.

Course outline

Day 1

Module 1 Fundamentals: workflows, triggers and nodes
  • Getting to know the n8n interface, canvas and execution view
  • Trigger types: schedules, webhooks, incoming email and app events
  • Understanding items and JSON data and working with expressions
  • Using core nodes such as Edit Fields, IF, Switch, Merge and Loop Over Items
Module 2 Integrations and data processing
  • Connecting common applications: email, spreadsheets, CRM, collaboration and cloud storage
  • Using the HTTP Request node for APIs without a ready-made integration
  • Creating, managing and sharing credentials securely within the team
  • Filtering, merging and reshaping data and writing it to target systems
Module 3 AI in n8n: the AI Agent node and LLM building blocks
  • Connecting chat models from different providers as well as locally hosted models
  • Configuring the AI Agent node with a system prompt, memory and tools
  • Automating classification, structured data extraction and summarisation
  • Using your own documents via vector stores for retrieval-augmented generation
Module 4 Error handling, testing and maintainability
  • Setting up error workflows, retries and failure notifications
  • Validating AI output and defining fallbacks for unusable responses
  • Working with pinned test data and tracing past executions
  • Modularising, naming and documenting workflows for colleagues

Day 2

Module 5 Self-hosting, data protection and operations
  • Cloud versus self-hosted: effort, control and licensing model compared
  • Assessing data flows to AI providers against GDPR requirements
  • Managing access rights, logging and retention of execution data
  • Adding human-in-the-loop approval steps to automated processes
Module 6 Practice lab: Sales
  • Account research
  • Personalised outreach
  • Call preparation and objections
  • Meeting notes and CRM updates
  • Proposals and tenders
  • Pipeline analysis
Module 7 Data protection, quality & transfer to daily work
  • Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Account research

An AI assistant summarises public information on target companies, such as annual reports, press releases and job ads, and derives likely challenges, stakeholder roles and conversation starters.

Personalised outreach

Research and product knowledge are turned into individual emails, LinkedIn messages and follow-ups that address the customer's situation instead of sending generic templates.

Call preparation and objections

AI creates call guides with discovery questions, typical objections and suitable responses and simulates sales conversations as role plays to prepare for difficult meetings.

Meeting notes and CRM updates

Notes or transcripts are turned into structured summaries with next steps, decision-makers and budget information and entered into the CRM as a draft.

Proposals and tenders

AI helps assemble proposal text, value arguments and answers to RFP questionnaires from existing content blocks and tailor them to the customer's requirements.

Pipeline analysis

CRM exports are analysed, stalled opportunities identified and forecast risks commented on, so pipeline reviews focus on concrete actions rather than on updating spreadsheets.

Prerequisites

You should be confident with common office applications and have basic experience with AI assistants. No programming is required, although a basic grasp of structured data is helpful. You work in sales or inside sales and use a CRM system in your daily work.

Technical requirements

You will need a laptop with an up-to-date browser. We provide an n8n environment for the exercises, or you can use your own instance; API keys for a language model are set up together during the course.

Data protection & compliance

Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Tue, 1 December 2026 – Wed, 2 December 2026 Kaiserslautern Request
  • Wed, 9 December 2026 – Thu, 10 December 2026 Online Request
  • Tue, 15 December 2026 – Wed, 16 December 2026 Bremen Request
  • Thu, 14 January 2027 – Fri, 15 January 2027 Salzburg Request
  • Mon, 25 January 2027 – Tue, 26 January 2027 Online Request

Frequently asked questions

Do I need to code to work with n8n?

No. Most workflows are built visually by connecting nodes. During the course you also learn simple expressions to reference and reshape data precisely. A Code node is available for special cases but is not essential. A logical understanding of processes and data fields is entirely sufficient to get started.

Why is n8n attractive from a European data protection perspective?

n8n can be self-hosted, for instance on your own servers or with a European hosting provider. This keeps you in control of where workflow and execution data is stored. What still matters is which data you send to external AI services. On the course you learn to assess these data flows and, where appropriate, connect locally hosted models.

How does n8n differ from Make or Power Automate?

All three automate processes across applications. n8n stands out for its self-hosting option, its fair-code licensing and particularly flexible AI building blocks such as the AI Agent node. Make offers a very approachable cloud interface, while Power Automate excels at deep Microsoft integration. The course puts these differences into context for typical scenarios.

May we use AI for automated cold outreach?

AI can prepare and personalise outreach, but the legal framework stays the same: in Germany, marketing emails generally require prior consent and B2B cold calling at least presumed consent. We show how to integrate AI into your prospecting process in a legally sound way across your target markets.

How do we connect AI to our CRM?

Many CRM systems offer built-in AI features or interfaces that automation platforms can use to read and write data. To get started, exports and copy-and-paste workflows are often enough. In the course we discuss which level of integration suits your team and how to safeguard data quality.

How much does “n8n for Sales Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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