📘 Description:
📘 Description: This workflow automates the creation, storage, and reporting of personalized sales collateral for booked leads using GPT-4o, Google Sheets, Google Drive, and Gmail. It pulls leads from a central sheet, filters booked ones, generates AI-written sales materials (summary, one-pager, and proposal), uploads the output to Drive, updates the sheet with proposal links, and emails a consolidated HTML summary to the marketing inbox. It serves as a full-cycle AI-powered outreach content generator that transforms structured lead data into ready-to-use collateral in minutes. ⚙️ What This Workflow Does (Step-by-Step) ▶️ When Clicking ‘Execute Workflow’ (Manual Trigger) Starts the automation manually, fetching the latest lead records for batch processing. 📊 Retrieve Lead Records from Google Sheets Pulls all lead details (company name, contact, email, booking status, etc.) from the outreach automation sheet used as the CRM base. 🧩 Validate Lead Data Payload Checks each row for a valid email format. ✅ Valid entries proceed to booking filter. ❌ Invalid ones are logged to an error sheet. ⚠️ Log Invalid Leads to Google Sheets Stores incomplete or malformed lead data in a separate tab for cleanup without interrupting execution. 🎯 Filter for Booked Leads Isolates leads marked as BOOKED—the confirmed clients eligible for personalized collateral generation. ⚙️ Configure GPT-4o Model (Azure OpenAI) Initializes the GPT-4o model to generate tailored text content based on lead data (company, title, industry, etc.). 🧠 Generate Sales Collateral (AI) Uses GPT-4o to produce three structured assets per lead: 1️⃣ Sales Summary — a concise 80-word follow-up note. 2️⃣ One-Pager — headline + three selling points + CTA. 3️⃣ Proposal Draft — introduction, scope, timeline, and next steps. All outputs returned as structured JSON for parsing. 🧹 Parse AI JSON Output Cleans and normalizes GPT-4o responses, ensuring JSON integrity and consistency across all generated materials. 📄 Convert Collateral into Text Reports Compiles each lead’s collateral into a .txt report containing all three sections. Formatting uses clean dividers and labeled blocks for readability. ☁️ Upload Sales Collateral to Google Drive Uploads each generated file to the collatral data Drive folder. Returns both view and download links for each report. 🔗 Map Uploaded Files with Lead Data Cross-references uploaded files with corresponding leads using index mapping. Prepares structured data with Email, ProposalLink, and timestamps. ✅ Update Lead Record with Proposal Link Updates the source Google Sheet, attaching each lead’s proposal link for traceability and internal access. 🗂️ Aggregate Uploaded File Metadata Compiles an HTML-formatted list of uploaded reports (file names and links). Calculates total processed leads for the summary section. ✉️ Generate Sales Summary Email (AI) Uses GPT-4o to create a clean HTML report section containing: Total booked leads processed Linked list of uploaded files Short insights paragraph summarizing sales activity 📧 Send Sales Summary Email via Gmail Delivers the HTML report to the internal inbox (e.g., newscctv22@gmail.com) with subject “Sales Collateral Summary.” The email is formatted for Gmail/Outlook rendering and ready for forwarding to management. 🧩 Prerequisites Google Sheets and Drive OAuth setup (Techdome account) Azure OpenAI GPT-4o credentials Gmail integration for report delivery 💡 Key Benefits ✅ Eliminates manual collateral drafting for booked leads ✅ Auto-updates CRM sheets with proposal links ✅ Generates consistent, professional B2B materials in real time ✅ Provides an instant HTML summary for daily or weekly reporting ✅ Ensures full traceability of every proposal created 👥 Perfect For B2B marketing and pre-sales teams Agencies managing client acquisition pipelines Business development operations using Google Sheets as CRM Teams seeking AI-driven, hands-off collateral generation and reporting. An n8n automation workflow template by Rahul Joshi.
Rahul Joshi
web
free
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