Qualify leads and send personalized outreach with OpenAI, Outlook and Sheets
n8n-workflow-20098.n8n.io
· n8n.io
Quick overview This workflow runs daily to read leads from Google Sheets, research company websites, score and qualify them with OpenAI, and draft or send personalized initial and follow-up emails via Gmail while writing statuses, scores, drafts, and send results back to Google Sheets. How it works 1. Runs every day on a schedule and loads configuration values (sheet, thresholds, limits, email copy, and dry-run mode). 2. Reads lead rows from Google Sheets, normalizes emails, suppresses opt-outs/duplicates, and routes each row to either initial outreach or follow-up eligibility checks. 3. For new leads, fetches the company website via HTTP, extracts usable text, and sends it to OpenAI to produce a grounded company analysis with a 0–100 fit score. 4. Updates the lead row in Google Sheets with the analysis, evidence quotes, score breakdown, and a QUALIFIED/UNQUALIFIED (or error) status. 5. For qualified new leads, asks OpenAI to draft a personalized first-contact email, validates it, and
n8n-workflow-20098.n8n.io via a single DNS TXT record to add the
verified by owner badge, embed an Agenstry badge on your README, and earn back the missing conformance points listed below.
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F
Conformance score: 19/100
F-grade: card is reachable but fails most operational signals.
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agent-card.json changed within the last 7 days. We track these so downstream callers can react.
Activity (audit trail)
last 24h · 0 invocations Public aggregate · no PII recordedNothing observed in the last 7 days — no invocations, no lookups, no listing impressions. Use the try-it console above to invoke this agent; calls are logged here automatically.
Endpoints
| Agent card | https://n8n.io/workflows/20098 |
| Provider | https://n8n.io |
| Docs | https://n8n.io/workflows/20098 |
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Audit-grade evidence bundle
JSON snapshot for vendor-review files. Add ?sign=true for a JWS-signed envelope verifiable against
our JWKS. See the methodology.
Raw agent card JSON
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{
"url": "https://n8n.io/blog/2021-the-year-to-automate-the-new-you-with-n8n/",
"icon": "\u2600\ufe0f",
"label": "2021: The Year to Automate the New You with n8n"
},
{
"url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/",
"icon": "\ud83e\uddec",
"label": "Why business process automation with n8n can change your daily life"
},
{
"url": "https://n8n.io/blog/create-a-toxic-language-detector-for-telegram/",
"icon": "\ud83e\udd2c",
"label": "Create a toxic language detector for Telegram in 4 step"
},
{
"url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/",
"icon": "store",
"label": "6 e-commerce workflows to power up your Shopify s"
},
{
"url": "https://n8n.io/blog/how-to-build-a-low-code-self-hosted-url-shortener/",
"icon": "\ud83d\udd17",
"label": "How to build a low-code, self-hosted URL shortener in 3 steps"
},
{
"url": "https://n8n.io/blog/automate-your-data-processing-pipeline-in-9-steps-with-n8n/",
"icon": "\u2699\ufe0f",
"label": "Automate your data processing pipeline in 9 steps"
},
{
"url": "https://n8n.io/blog/how-to-get-started-with-crm-automation-and-no-code-workflow-ideas/",
"icon": "\ud83d\udc65",
"label": "How to get started with CRM automation (with 3 no-code workflow ideas"
},
{
"url": "https://n8n.io/blog/5-tasks-you-can-automate-with-notion-api/",
"icon": "\u26a1\ufe0f",
"label": "5 tasks you can automate with the new Notion API "
},
{
"url": "https://n8n.io/blog/automate-google-apps-for-productivity/",
"icon": "\ud83d\udca1",
"label": "15 Google apps you can combine and automate to increase productivity"
},
{
"url": "https://n8n.io/blog/automation-for-maintainers-of-open-source-projects/",
"icon": "\ud83c\udff7\ufe0f",
"label": "How to automatically manage contributions to open-source projects"
},
{
"url": "https://n8n.io/blog/how-uproc-scraped-a-multi-page-website-with-a-low-code-workflow/",
"icon": " \ud83d\udd78\ufe0f",
"label": "How uProc scraped a multi-page website with a low-code workflow"
},
{
"url": "https://n8n.io/blog/5-workflow-automations-for-mattermost-that-we-love-at-n8n/",
"icon": "\ud83e\udd16",
"label": "5 workflow automations for Mattermost that we love at n8n"
},
{
"url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/",
"icon": "\ud83e\udde0",
"label": "Why this Product Manager loves workflow automation with n8n"
},
{
"url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/",
"icon": "\ud83d\ude4c",
"label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n "
},
{
"url": "https://n8n.io/blog/how-to-set-up-a-ci-cd-pipeline-with-no-code/",
"icon": "\ud83c\udfa1",
"label": "How to set up a no-code CI/CD pipeline with GitHub and TravisCI"
},
{
"url": "https://n8n.io/blog/benefits-of-automation-and-n8n-an-interview-with-hubspots-hugh-durkin/",
"icon": "\ud83c\udf96",
"label": "Benefits of automation and n8n: An interview with HubSpot's Hugh Durkin"
},
{
"url": "https://n8n.io/blog/aws-workflow-automation/",
"label": "7 no-code workflow automations for Amazon Web Services"
}
],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.if/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Flow"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "If",
"color": "#408000"
},
"iconData": {
"icon": "map-signs",
"type": "icon"
},
"displayName": "If",
"typeVersion": 2,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 565,
"icon": "fa:sticky-note",
"name": "n8n-nodes-base.stickyNote",
"codex": {
"data": {
"alias": [
"Comments",
"Notes",
"Sticky"
],
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers"
]
}
}
},
"group": "[\"input\"]",
"defaults": {
"name": "Sticky Note",
"color": "#FFD233"
},
"iconData": {
"icon": "sticky-note",
"type": "icon"
},
"displayName": "Sticky Note",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 834,
"icon": "file:code.svg",
"name": "n8n-nodes-base.code",
"codex": {
"data": {
"alias": [
"cpde",
"Javascript",
"JS",
"Python",
"Script",
"Custom Code",
"Function"
],
"details": "The Code node allows you to execute JavaScript in your workflow.",
"resources": {
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.code/"
}
]
},
"categories": [
"Development",
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0",
"subcategories": {
"Core Nodes": [
"Helpers",
"Data Transformation"
]
}
}
},
"group": "[\"transform\"]",
"defaults": {
"name": "Code"
},
"iconData": {
"type": "file",
"fileBuffer": "data:image/svg+xml;base64,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"
},
"displayName": "Code",
"typeVersion": 2,
"nodeCategories": [
{
"id": 5,
"name": "Development"
},
{
"id": 9,
"name": "Core Nodes"
}
]
},
{
"id": 839,
"icon": "fa:clock",
"name": "n8n-nodes-base.scheduleTrigger",
"codex": {
"data": {
"alias": [
"Time",
"Scheduler",
"Polling",
"Cron",
"Interval"
],
"resources": {
"generic": [],
"primaryDocumentation": [
{
"url": "https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.scheduletrigger/"
}
]
},
"categories": [
"Core Nodes"
],
"nodeVersion": "1.0",
"codexVersion": "1.0"
}
},
"group": "[\"trigger\",\"schedule\"]",
"defaults": {
"name": "Schedule Trigger",
"color": "#31C49F"
},
"iconData": {
"icon": "clock",
"type": "icon"
},
"displayName": "Schedule Trigger",
"typeVersion": 1,
"nodeCategories": [
{
"id": 9,
"name": "Core Nodes"
}
]
}
]
},
"detail": {
"description": "Quick overview This workflow runs daily to read leads from Google Sheets, research company websites, score and qualify them with OpenAI, and draft or send personalized initial and follow-up emails via Gmail while writing statuses, scores, drafts, and send results back to Google Sheets. How it works 1. Runs every day on a schedule and loads configuration values (sheet, thresholds, limits, email copy, and dry-run mode). 2. Reads lead rows from Google Sheets, normalizes emails, suppresses opt-outs/duplicates, and routes each row to either initial outreach or follow-up eligibility checks. 3. For new leads, fetches the company website via HTTP, extracts usable text, and sends it to OpenAI to produce a grounded company analysis with a 0\u2013100 fit score. 4. Updates the lead row in Google Sheets with the analysis, evidence quotes, score breakdown, and a QUALIFIED/UNQUALIFIED (or error) status. 5. For qualified new leads, asks OpenAI to draft a personalized first-contact email, validates it, and either saves an OUTREACHPREVIEW (dry run) or reserves the row and sends the email through Gmail. 6. Records Gmail message/thread IDs, timestamps, and follow-up due date in Google Sheets after a successful initial send (or flags SENDREVIEW on uncertain outcomes). 7. For contacted leads that are due, reads the original Gmail thread to detect replies, drafts a single follow-up with OpenAI when no reply is found, and either saves a FOLLOWUPPREVIEW (dry run) or sends the follow-up via Gmail and updates Google Sheets with the result. Setup 1. Create a Google Sheets spreadsheet with a tab named \u201cLeads\u201d and the expected columns (including leadid, status, contactallowed, donotcontact, website, and the outreach/follow-up fields), ensuring each non-empty row has a unique leadid. 2. Add and select Google Sheets credentials and set the spreadsheet ID and sheet name in the configuration step. 3. Add and select an OpenAI API credential for the OpenAI HTTP requests and choose the model name you want to use in the configuration. 4. Add and select Gmail OAuth2 credentials, set sendername and senderemail to match the connected Gmail account, and start with dryrun=true to review drafts before sending live. 5. Set your timezone in the workflow settings and adjust the schedule time, qualification threshold, follow-up delay, and per-run limits to match your outreach process."
}
}