Description Automate your AI-powered outreach and follow-up pipeline end-to-end with GPT-4o, Gmail, and Google Sheets. π€π¬ This workflow personalizes emails for each lead, manages follow-ups automatically, tracks client replies, and updates CRM records in real time β all from a single Google Sheet. Ideal for sales and growth teams looking to convert leads faster without manual effort. βοΈπ What This Template Does 1οΈβ£ Starts manually when you click βExecute workflow.β πΉοΈ 2οΈβ£ Fetches all leads from the Google Sheet (sample_leads_50). π 3οΈβ£ Validates email format and filters only active (unbooked) leads. π 4οΈβ£ Uses Azure OpenAI GPT-4o to generate short, personalized outreach emails in HTML. βοΈ 5οΈβ£ Cleans and parses the AI output (subject + HTML body). π§ 6οΈβ£ Sends the first outreach email via Gmail and stores its thread ID. π€ 7οΈβ£ Waits 24 hours, then checks for a client reply in the Gmail thread. β±οΈ 8οΈβ£ If a positive reply is found β marks lead as BOOKED and updates in Sheets. β
9οΈβ£ If no reply β triggers a polite follow-up email, waits again 24 hours, and checks the thread a second time. π π If a second reply is found β marks BOOKED and logs the client message. 1οΈβ£1οΈβ£ If still no response β updates status to Declined in Google Sheets. β 1οΈβ£2οΈβ£ Logs invalid or incomplete leads to a separate sheet for data cleanup. π§Ύ Key Benefits β
Eliminates manual outreach and follow-up effort. β
Produces personalized, context-aware AI emails for every lead. β
Auto-tracks replies and updates CRM status with zero input. β
Prevents duplicate or repeated contact with booked clients. β
Keeps lead database synchronized and audit-ready. Features Google Sheets integration for dynamic lead retrieval and updates. Regex-based email validation for clean data pipelines. Azure OpenAI GPT-4o for contextual email writing. Two-stage Gmail automation (initial + follow-up). JavaScript parsing for AI output and Gmail thread analysis. Automated 24-hour wait and recheck logic. Conditional branches for Booked / Declined / Invalid outcomes. End-to-end CRM synchronization without manual review. Requirements Google Sheets OAuth2 credentials with read/write access. Azure OpenAI API key for GPT-4o model access. Gmail OAuth2 credentials with send, read, modify permissions. Environment Variables GOOGLE_SHEET_LEADS_ID GOOGLE_SHEET_OUTREACH_TAB_ID AZURE_OPENAI_API_KEY GMAIL_OAUTH_CLIENT_ID GMAIL_OAUTH_SECRET Target Audience πΌ Sales and Business Development teams automating outreach. π Marketing and Growth teams running re-engagement campaigns. π€ Automation and RevOps teams integrating AI lead workflows. π¬ Freelancers and agencies managing large prospect lists. π Operations teams maintaining CRM cleanliness and tracking. Step-by-Step Setup Instructions 1οΈβ£ Connect your Google Sheets, Azure OpenAI, and Gmail credentials. 2οΈβ£ Set your Google Sheet ID and tab name (outreach automation). 3οΈβ£ Update the GPT-4o system prompt to match your tone and signature. 4οΈβ£ Verify column headers (Company Name, Email, Booking Status, etc.). 5οΈβ£ Test the email validation branch with sample data. 6οΈβ£ Run once manually to confirm Gmail thread creation and reply detection. 7οΈβ£ Confirm successful CRM updates in Google Sheets. 8οΈβ£ Activate for continuous lead outreach and follow-up automation. β