Send quote follow-up emails from Google Sheets with Gmail

Description

Quick Overview This workflow runs every weekday morning to read quote requests from Google Sheets and send timed follow-up emails via Gmail to customers whose quotes are still unanswered, then updates the same sheet to track follow-up steps and next follow-up dates. How it works Runs on a schedule every weekday at 9:00 AM. Reads all rows from the Google Sheets document’s “Requests” sheet. Filters for rows with Status set to “Quote sent” and where the next follow-up is due based on the configured day sequence and the current Follow-up Step. Composes the next follow-up email (optionally including the quoted amount) and sends it to the customer via Gmail. Updates the matching row in Google Sheets with the incremented Follow-up Step, Last Follow-up At timestamp, and calculated Next Follow-up At date. Setup Connect Google Sheets credentials with access to the spreadsheet and Gmail credentials for the sending mailbox. Update the Config values, especially the Google Sheet ID, business/owner details, currency symbol, followUpDays, maxEmailsPerRun, and unsubscribe text. Ensure the Google Sheet has a “Requests” tab with columns matching the workflow’s expected headers (including Request ID, Email, Status, Quote Amount, Quote Sent At, Follow-up Step, Last Follow-up At, and Next Follow-up At). An n8n automation workflow template by Christophe REVOIRE.

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Categories

• Automation

Tags

• n8n
• workflow
• google-sheets
• gmail
• code

Capabilities

• 3 nodes

Information