Automate outbound lead follow-up & qualification

How it works This workflow pulls pending leads from Google Sheets on a scheduled trigger and processes each record individually. For every lead, an AI agent generates a structured subject and HTML body based on predefined rules. A tracking ID is then created and injected into the outgoing email before sending via Gmail. Once sent, Gmail metadata is retrieved and forwarded to your tracking API to initiate a follow-up sequence, and the corresponding lead entry in Google Sheets is updated.

Step-by-step

- Lead intake - Schedule Trigger – Runs daily and initiates lead retrieval. - Get row(s) in sheet – Fetches only rows marked with “Pending”. - Loop Over Items – Iterates through each lead entry.

- Email generation - AI Agent – Generates subject and HTML body using provided lead fields. - OpenAI Chat Model – Executes the LLM instructions powering the email creation. - Structured Output Parser – Validates that the AI returns compliant JSON.

- Tracking setup - Generates Tracking ID – Calls your tracking API and receives a unique tracking identifier. - The tracking ID is embedded into the email through a tracking pixel.

- Email dispatch - Send a message – Sends the personalized email from Gmail using the AI-generated subject and body.

- Metadata retrieval - Fetches Email Data – Retrieves the sent email’s messageId, threadId, and related metadata.

- Sequence initiation - Starts Sequence – Posts metadata and tracking ID to your tracking API to activate the automated follow-up sequence.