Generate overdue lead follow-up Gmail drafts with Google Sheets and Gemini
Automatically identifies overdue sales leads and generates personalized follow-up emails using AI. How it works 1. Runs every weekday 2. Reads leads from Google Sheets 3. Filters leads with no contact for 5+ days 4. D...
Template notes
Automatically identifies overdue sales leads and generates personalized follow-up emails using AI.
How it works
1. Runs every weekday 2. Reads leads from Google Sheets 3. Filters leads with no contact for 5+ days 4. Downloads last meeting transcript from Google Drive 5. Uses Google Gemini to write a personalized email 6. Saves the email as a Gmail Draft for review 7. Updates lead status in the Sheet
Setup
- Google Sheets with columns: Current Status, Last Contact, Name, Company, Email, Meeting Transcript, Sales Rep - Google Drive access for transcript files - Google Gemini API key (free from Google AI Studio) - Gmail account - Slack workspace
Supported file types
- PDF - TXT
Notes