How it works
How it works This workflow automates the delivery of personalized, AI-generated reports or roadmaps for new leads. When someone submits their information through a form, the workflow: Captures and stores the lead data. Uses an AI model to generate a customized report or roadmap. Formats the output into a professional, email-ready HTML document. Sends the report automatically to the lead via email. Optionally sends internal notifications (e.g., via chat or email) for tracking and follow-up. The process eliminates manual work and ensures every lead receives instant, high-quality output tailored to their input. Setup steps Webhook – Connect your form or website to the webhook endpoint to receive lead data. Data Table – Create or link a table to store incoming leads and track delivery status. AI Configuration – Add your OpenAI (or compatible) API credentials and customize prompts for your desired output. Email Setup – Configure SMTP credentials and define sender/recipient addresses for report delivery. Notifications – Optionally connect a chat or messaging service (e.g., Telegram) for internal alerts. Activation – Test the workflow, confirm the data flow and email delivery, then activate it for live use. This workflow transforms manual lead engagement into a fully automated, AI-driven experience that delivers instant, personalized value to every new contact. An n8n automation workflow template by Christian Lutz.
Christian Lutz
web
free
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