Overview
Overview This workflow automates customer outreach for marketing campaigns, including customer prioritization, AI-generated emails, automated sending, reply tracking, and meeting scheduling. How It Works Data Synchronization Customer and campaign data are periodically synchronized from Google Sheets and internal data tables. New customers and campaigns are inserted into the system if they do not already exist. Customer Evaluation and Prioritization Customers are evaluated based on revenue, industry, capital, and location. Each customer is classified into High / Medium / Low priority using AI. Only high-priority customers are selected for campaign outreach. Campaign Detection The workflow checks for new, unsent marketing campaigns. Campaigns marked as already sent are excluded. Personalized Email Generation For each eligible customer, past email history is retrieved. An AI agent generates a personalized campaign email: Uses historical interaction data when available. Uses customer interests and keywords for new customers. Produces a professional, friendly email proposing a meeting. Automated Email Sending Emails are sent automatically via Gmail. Sent emails are logged into the message history database. Campaign status is updated to “sent” after completion. Reply Handling Incoming customer replies are detected via Gmail triggers. Replies are matched with previous messages and stored in the database. AI generates an appropriate follow-up reply when required. Reply Classification and Scheduling Customer replies are classified as Positive / Pending / Negative. If a reply includes scheduling information, meeting details are extracted. Calendar events are automatically created in Google Calendar. Setup Steps Prepare Data Sources Set up Google Sheets for: Customer master data Format includes the following columns: #/メール/ 氏名/ 会社名/ 所在地/ 売上(万円)/ 資本金(万円)/ 業界/関心/ Hubspot同期 Campaign data Format includes the following columns: No / campaign_name / description / sent Prepare internal data tables for: Campaign records Email message histories Create Data table Campaign table: campaign_name: String description: String is_sent: boolean Mail Histories table: customer_email: String email_subject: String message: String reply: String reply_category: String Configure Credentials Google Sheets API Gmail OAuth Google Calendar API HubSpot App Token (for customer synchronization) OpenAI API (for AI agents). An n8n automation workflow template by Satoshi.
Satoshi
web
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