Max Mitcham
Building Trigify.io an AI Social Listening platform -> Follow my journey here: LinkedIn - https://www.linkedin.com/in/max-mitcham/ YouTube - https://www.youtube.com/@MaxMitchamAgents
Templates by Max Mitcham
Gmail AI Email Manager
Want to check out all my flows, follow me on: https://maxmitcham.substack.com/ https://www.linkedin.com/in/max-mitcham/ Email Manager - Intelligent Gmail Classification This automation flow is designed to automatically monitor incoming Gmail messages, analyze their content and context using AI, and intelligently classify them with appropriate labels for better email organization and prioritization. āļø How It Works (Step-by-Step): š§ Gmail Monitoring (Trigger) Continuously monitors your Gmail inbox: Polls for new emails every minute Captures all incoming messages automatically Triggers workflow for each new email received š Email Content Extraction Retrieves complete email details: Full email body and headers Sender information and recipient lists Subject line and metadata Existing Gmail labels and categories Email threading information (replies/forwards) š Email History Analysis AI agent checks relationship context: Searches for previous emails from the same sender Checks sent folder for prior outbound correspondence Determines if this is a first-time contact (cold email) Analyzes conversation thread history š¤ Intelligent Classification Agent Advanced AI categorization using: Claude Sonnet 4 for sophisticated email analysis Context-aware classification based on email history Content analysis for intent and urgency detection Header analysis for automated vs. human-sent emails š·ļø Smart Label Assignment Automatically applies appropriate Gmail labels: To Respond: Requires direct action/reply FYI: For awareness, no action needed Notification: Service updates, policy changes Marketing: Promotional content and sales pitches Meeting Update: Calendar-related communications Comment: Document/task feedback š Structured Processing Ensures consistent labeling: Uses structured output parsing for reliability Returns specific Label ID for Gmail integration Applies label automatically to the email Maintains classification accuracy š ļø Tools Used: n8n: Workflow automation platform Gmail API: Email monitoring and label management Anthropic Claude: Advanced email content analysis Gmail Tools: Email history checking and search Structured Output Parser: Consistent AI responses š¦ Key Features: Real-time email monitoring and classification Context-aware analysis using email history Intelligent cold vs. warm email detection Multiple classification categories for organization Automatic Gmail label application Header analysis for automated email detection Thread-aware conversation tracking š Ideal Use Cases: Busy executives managing high email volumes Sales professionals prioritizing prospect communications Support teams organizing customer inquiries Marketing teams filtering promotional content Anyone wanting automated email organization Teams needing consistent email prioritization
By Max MitchamAI Personal Assistant
Email Personal Assistant - Comprehensive Communication Manager This automation flow is designed to proactively monitor email, calendar, and Slack communications, analyze priorities across all channels, and generate a comprehensive daily briefing with actionable tasks for executive productivity management. āļø How It Works (Step-by-Step): ā° Automated Daily Trigger Runs automatically on weekdays: Scheduled execution every weekday at 8:00 AM Manual trigger available for on-demand analysis Comprehensive daily communication audit š§ Email Assistant Agent Analyzes inbox priorities and context: Scans unread emails across "To Respond" and "FYI" labels Checks email history to determine relationship context Identifies *company-related opportunities and partnerships Categorizes emails by urgency (High, Medium, Low) Cross-references with sent emails for follow-up context š Follow-Up Assistant Agent Monitors meeting follow-up requirements: Reviews last 3 days of calendar meetings Fetches Fireflies transcripts for recorded sessions Identifies meetings without post-meeting communication Flags meetings requiring action items or follow-ups Checks sent emails and Slack for completed follow-ups š¬ Slack Assistant Agent Tracks Slack communication priorities: Monitors direct messages and @mentions Identifies unreplied Slack conversations Cross-references with email and calendar context Prioritizes responses based on sender importance Checks for threaded conversations requiring attention šÆ Master Orchestrator Agent Synthesizes all communication data: Combines reports from all three assistant agents Cross-references with existing Google Sheets to-do list Prioritizes tasks by urgency and business impact Identifies correlations between different communication channels Creates comprehensive daily action plan š Task Management Integration Automated tracking and delivery: Appends new tasks to Google Sheets to-do tracker Sends personalized daily briefing via Slack DM Maintains conversation memory for context continuity Tracks outstanding vs. completed items š ļø Tools Used: n8n: Workflow orchestration and scheduling Claude Sonnet 4 & Opus 4: Multi-agent AI analysis Gmail API: Email monitoring and history checking Google Calendar: Meeting tracking and scheduling Slack API: Message monitoring and user management Fireflies API: Meeting transcript analysis Google Sheets: Task tracking and persistence š¦ Key Features: Multi-channel communication monitoring (Email, Calendar, Slack) AI-powered priority assessment and context analysis Cross-platform relationship tracking and history Automated daily briefing generation and delivery Persistent task tracking with Google Sheets integration Meeting follow-up verification and flagging Conversation memory for continuity across sessions š Ideal Use Cases: C-level executives managing multiple communication channels Sales leaders tracking prospect interactions and follow-ups Business development professionals managing partnerships Busy professionals needing communication prioritization Teams requiring systematic follow-up management Anyone wanting automated daily productivity briefings
By Max MitchamDeep Research - Sales Lead Magnet Agent
Want to check out all my flows, follow me on: https://maxmitcham.substack.com/ https://www.linkedin.com/in/max-mitcham/ This automation flow is designed to generate comprehensive, research-backed lead magnet articles based on a user-submitted topic, conduct deep research across multiple sources, and automatically create a professional Google Doc ready for LinkedIn sharing. āļø How It Works (Step-by-Step): š Chat Input (Entry Point) A user submits a topic through the chat interface: Topic for lead magnet content Target audience (automatically detected) Company context (when relevant) š Query Builder Agent An AI agent refines the input by: Converting the topic into 5 targeted research queries Determining if topic relates to *company for specialized research Using structured output parsing for consistent results š Research Leader Agent Conducts comprehensive research that: Uses Perplexity API for real-time web research Integrates *company knowledge base when relevant Creates detailed table of contents with research insights Identifies key trends, expert opinions, and case studies š Project Planner Agent Structures the content by: Generating professional title and subtitle Creating 8-10 logical chapter outlines Developing detailed writing prompts for each section Ensuring step-by-step actionable guidance āļø Research Assistant Team Multiple AI agents write simultaneously: Each agent writes one chapter with proper citations Maintains consistent voice across all sections Includes real-world examples and implementation steps Uses both web research and *company knowledge š Editor Agent Professional content polishing: Refines tone for authenticity and engagement Adds image placeholders where appropriate Ensures proper flow between chapters Optimizes for LinkedIn lead magnet format š Google Docs Creation Automated document generation: Creates new Google Doc with formatted content Sets proper sharing permissions (public link) Organizes in designated company folder Returns shareable URL for immediate use š ļø Tools Used: n8n: Workflow orchestration platform Anthropic Claude: Primary AI model for content generation OpenRouter: Backup AI model options Perplexity API: Real-time research capabilities *Company Knowledge Hub: Internal documentation access Google Docs API: Document creation and formatting Google Drive API: File management and sharing š¦ Key Features: End-to-end automation from topic to published document Multi-agent approach ensures comprehensive coverage Real-time research with proper citations Company-specific knowledge integration Professional editing and formatting Automatic Google Docs creation with sharing Scalable content generation (3-5 minutes per article) š Ideal Use Cases: B2B companies building thought leadership content Sales teams creating industry-specific lead magnets Marketing departments scaling content production Consultants developing expertise-demonstrating resources SaaS companies creating feature-focused educational content Startups establishing market presence without content teams
By Max MitchamAI-powered social media thought leadership with Claude Sonnet & Trigify
An intelligent system that monitors social media conversations, identifies high-value engagement opportunities, and generates strategic comments to establish thought leadership while adding genuine value to discussions. Overview This automation workflow leverages Trigify's social listening platform to intelligently identify and respond to social media conversations. It combines AI-powered analysis with strategic comment generation to build authentic thought leadership presence across social platforms. --- š Workflow Process Social Listening Webhook Real-time social media monitoring Integrated with Trigify.io social listening platform Monitors conversations across multiple social platforms Captures post content, author details, engagement metrics, and URLs Filters incoming posts by predefined keywords and topics Processes posts in real-time as they're discovered Platform Validation Filter Platform-specific engagement optimization Checks post source (LinkedIn, Twitter, Reddit, etc.) Currently optimized for LinkedIn engagement Filters out non-relevant platforms Maintains platform-specific engagement strategies Routes posts based on platform requirements Post Relevance Analyzer Agent AI-powered opportunity assessment Analyzes post content against expertise domains: Social Media Intelligence Competitive Analysis B2B Marketing Attribution Evaluates value-add potential and audience quality Scores engagement opportunity and confidence levels Identifies natural connection points to demonstrate authority Filters out low-quality or irrelevant conversations Returns structured analysis with TRUE/FALSE relevance decision Engagement Decision Gate Quality control checkpoint Processes AI analysis results Only proceeds with TRUE relevance scores Prevents engagement on inappropriate content Maintains high-quality engagement standards Protects brand reputation through selective filtering Strategic Comment Generator Agent Authentic thought leadership responses Generates comments under 30 words for maximum impact Focuses on tactical advice, strategic insights, or pattern recognition Avoids promotional language or forced statistics Incorporates domain expertise naturally Maintains conversational, helpful tone Uses experience-based insights over generic advice Web Search Integration Enhanced context gathering Optional web search capability for additional context Provides current market insights when needed Supplements comment generation with real-time data Ensures comments are informed and relevant Output Formatting Structured data preparation Compiles post URL, suggested comment, and post summary Formats data for Slack notification system Maintains context across workflow steps Prepares actionable engagement package Slack Notification System Team collaboration and review Sends formatted notifications to comment-strategy channel Includes post summary, suggested comment, and direct link Provides action buttons (View Post, Copy Comment, Skip) Enables team review before engagement Maintains engagement tracking and decision history --- š ļø Technology Stack n8n: Workflow orchestration and webhook management Claude Sonnet 4: Multi-agent AI analysis and content generation Trigify.io: Social listening and post monitoring platform Slack API: Team notifications and collaboration OpenAI API: Optional web search for enhanced context Webhook Integration: Real-time post processing --- āØ Key Features Real-time social media monitoring via Trigify integration AI-powered relevance scoring and quality assessment Strategic comment generation focused on thought leadership Platform-specific engagement optimization (LinkedIn-focused) Team collaboration through Slack notifications Selective engagement to maintain high-quality interactions Expertise-based content analysis across multiple domains Anti-promotional safeguards for authentic engagement --- šÆ Ideal Use Cases Perfect for professionals seeking to build authentic thought leadership: B2B Executives building thought leadership presence Marketing Professionals demonstrating industry expertise Sales Leaders engaging prospects through valuable insights Consultants establishing authority in their domains Business Development Teams nurturing relationship building Companies wanting systematic social media engagement Teams requiring quality control over social interactions Professionals seeking authentic network growth through value-add --- š Business Impact Transform passive social listening into active thought leadership: Establishes thought leadership through strategic engagement Builds authentic professional relationships naturally Demonstrates expertise without direct promotion Increases visibility among target audience Creates networking opportunities through valuable contributions Maintains consistent social media presence systematically Scales personal engagement while preserving authenticity This workflow ensures every engagement adds genuine value while naturally showcasing professional expertise, creating a sustainable approach to social media thought leadership.
By Max MitchamDiscover & generate leads from social engagement using Trigify, Google Sheets, and Slack
An intelligent automation workflow that monitors thought leader activity via social listening, tracks high-value prospects who engage with industry content, and systematically builds a qualified lead database through social intelligence gathering. Overview This workflow transforms passive social listening into proactive lead generation by identifying prospects who demonstrate genuine interest in industry topics through their engagement with thought leader content. It creates a continuous pipeline of warm prospects with enriched data for personalized outreach. --- š Workflow Process Social Intelligence Webhook Real-time engagement monitoring Integrated with Trigify.io social listening platform Monitors thought leader posts and their engagers Captures detailed prospect and company enrichment data Processes LinkedIn engagement activities in real-time Includes enriched contact information (email, phone, LinkedIn URLs) Data Processing & Extraction Structured data organization Post Data Extraction: Isolates LinkedIn post URLs, content, and posting dates Prospect Data Extraction: Captures first/last names, job titles, LinkedIn profiles, and locations Company Data Extraction: Gathers company names, domains, sizes, industries, and LinkedIn pages Prepares data for duplicate detection and storage systems Duplicate Detection System Data quality maintenance Queries existing Google Sheets database by post URL Identifies previously tracked thought leader content Filters out duplicate posts to maintain data quality Only processes genuinely new thought leader activities Maintains clean, unique post tracking records New Content Validation Gate Quality control checkpoint Validates that post URLs are not empty (indicating new content) Prevents processing of duplicate or invalid data Ensures only fresh thought leader content triggers downstream actions Maintains database integrity and notification relevance Thought Leader Post Tracking Systematic content monitoring Appends new thought leader posts to "Social Warming" Google Sheets Records post URLs, content text, and publication dates Creates searchable database of industry thought leadership content Enables trend analysis and content performance tracking Real-Time Slack Notifications Immediate team alerts Sends formatted alerts to comment-strategy channel Includes post content, publication date, and direct links Provides action buttons (View Post, Engage Now, Save for Later) Enables rapid response to thought leader activity Facilitates team coordination on engagement opportunities ICP Qualification Filter Smart prospect identification Filters engagers by job title keywords (currently: "marketing") Customizable ICP criteria for targeted lead generation Focuses on high-value prospects matching ideal customer profiles Prevents database pollution with irrelevant contacts Qualified Lead Database Systematic prospect capture Appends qualified engagers to "Engagers" Google Sheets Records comprehensive prospect and company data Includes contact enrichment (emails, phone numbers) Creates actionable lead database for sales outreach Maintains detailed company intelligence for personalization --- š ļø Technology Stack n8n: Workflow orchestration and webhook management Trigify.io: Social listening and engagement monitoring platform Google Sheets: Lead database and content tracking system Slack API: Real-time team notifications and collaboration Data Enrichment: Automated contact and company information gathering --- āØ Key Features Real-time thought leader content monitoring Automated prospect discovery through social engagement ICP-based lead qualification and filtering Duplicate content detection and prevention Comprehensive prospect and company data enrichment Integrated CRM-ready lead database creation Team collaboration through Slack notifications Customizable qualification criteria for targeted lead generation --- šÆ Ideal Use Cases Perfect for sales and marketing teams seeking warm prospects: B2B Sales Teams seeking warm prospects through social engagement Marketing Professionals building targeted lead databases Business Development Teams identifying engaged prospects Account-Based Marketing Campaigns requiring social intelligence Sales Professionals needing conversation starters with warm leads Companies wanting to identify prospects already engaged with industry content Teams requiring systematic lead qualification through social activity Organizations seeking to leverage thought leadership for lead generation --- š Business Impact Transform social listening into strategic lead generation: Warm Lead Generation: Identifies prospects already engaged with industry content Social Selling Intelligence: Provides conversation starters through engagement history ICP Qualification: Focuses efforts on prospects matching ideal customer profiles Relationship Building: Enables outreach based on genuine interest demonstration Market Intelligence: Tracks industry engagement patterns and trending content Sales Efficiency: Prioritizes prospects who show active industry engagement Personalization Data: Provides context for highly personalized outreach campaigns --- š” Strategic Advantage This workflow creates a fundamental shift from cold outreach to warm, contextual conversations. By identifying prospects who have already demonstrated interest in industry topics through their engagement behavior, sales teams can approach leads with genuine relevance and shared context. The system delivers: Continuous Pipeline: Automated flow of warm prospects showing industry engagement Social Context: Rich background data for meaningful, personalized conversations Quality Focus: ICP-filtered prospects matching ideal customer profiles Engagement History: Conversation starters based on actual prospect interests Competitive Advantage: Proactive lead identification before competitors Rather than interrupting prospects with cold messages, this workflow enables sales teams to join conversations prospects are already having, dramatically increasing response rates and relationship-building success.
By Max MitchamQualify & nurture website demo requests with Claude AI, Cal.com and Instantly.ai
An intelligent automation workflow that processes website demo requests, qualifies leads using AI-powered analysis, and automatically nurtures prospects through personalized follow-up sequences to maximize conversion rates. Overview This workflow transforms raw website leads into qualified prospects through intelligent filtering, enrichment, and personalized nurturing. It combines AI-powered qualification with automated follow-up to ensure high-quality leads receive immediate attention while nurturing those needing additional touchpoints. --- š Workflow Process Entry Point - Webhook Website form submission capture Receives demo requests from website forms in real-time Captures lead data including LinkedIn URL, email, use case, and referral source Initial Routing Filter Source-based lead classification Filters out low-quality leads from "leadcapturebox" sources Routes qualified submissions to enrichment process Lead Enrichment Comprehensive data enhancement Enriches LinkedIn profile data via Trigify API Gathers additional company and professional intelligence AI Qualification Engine Intelligent prospect evaluation Uses Claude AI to assess lead quality across multiple criteria: B2B company validation Geographic filtering (US, UK, Europe, Australia) Senior-level job titles or strategic keywords Current employment verification Booking Verification Check Conversion status validation Checks Cal.com API to verify demo scheduling Routes booked leads to completion, non-booked to nurturing AI-Powered Follow-up Research Personalized nurturing preparation Researches prospect's company using AI and web search Generates personalized follow-up messaging based on use case and company context Email Campaign Integration Automated nurturing execution Adds qualified, non-booking leads to Instantly.ai email campaigns Includes personalized research for tailored outreach --- š ļø Technology Stack n8n: Workflow orchestration Trigify API: Lead enrichment Claude AI: Qualification and personalized research Clay: CRM integration Cal.com API: Booking verification Instantly.ai: Email campaign automation --- āØ Key Features Real-time lead processing and AI-powered qualification Geographic and demographic filtering for market focus Automated booking verification and conversion tracking Personalized follow-up research and content generation Multi-platform integration for seamless lead management --- šÆ Ideal Use Cases Perfect for B2B companies with demo-driven sales processes: SaaS companies requiring product demonstrations B2B service providers needing qualified prospect identification Sales teams managing high-volume inbound lead qualification Organizations with international markets requiring geographic focus --- š Business Impact Transform website visitors into qualified sales opportunities: Lead Quality Enhancement: AI filtering ensures only qualified prospects reach sales Conversion Optimization: Systematic follow-up increases demo booking rates Sales Efficiency: Automated qualification frees teams for high-value activities Personalized Engagement: Research-driven follow-up increases response rates --- š” Strategic Advantage This workflow creates a sophisticated qualification funnel that combines automation with personalization. By using AI-powered assessment and research-driven follow-up, it ensures qualified prospects receive appropriate attention while preventing resource waste on unqualified leads. The system maximizes the value extracted from every website visitor by focusing sales efforts on highest-probability opportunities while automatically nurturing prospects who need additional touchpoints to convert.
By Max MitchamThe blog agent
The Blog Agent Description An intelligent content automation system that manages the complete blog content lifecycle, from strategic planning to publish-ready articles. It combines AI-powered research, SEO-optimized writing, and strategic content management to execute a pillar/cluster content strategy that establishes thought leadership and drives organic search performance. Overview This automation workflow orchestrates a multi-agent system to continuously produce high-quality blog content for Trigify.io. It intelligently manages content strategy, conducts focused research, and generates complete, SEO-optimized blog posts that follow best practices for both traditional search engines and AI-powered search platforms. The system maintains state across multiple content projects, tracks completion status, and ensures consistent brand positioning throughout all content. š Workflow Process Schedule Trigger Automated content pipeline activation Runs weekly on Mondays, Tuesdays, and Wednesdays Triggers the content lifecycle management process Ensures consistent content production cadence Can also be manually triggered via chat interface Blog Status Manager Agent Strategic content lifecycle orchestration Queries Linear API to retrieve all previously written blog posts Cross-references completed blogs with Google Sheets strategy state Updates blog statuses from PLANNED to DRAFT_CREATED when content exists in Linear Identifies next priority blog topic from existing pillar/cluster strategy Selects topics marked as PLANNED for content creation When all current content is complete, analyzes SEO Report to identify new high-priority pillars Creates new pillar/cluster strategies based on SEO opportunities Updates Google Sheets with new content plans and status changes Passes selected blog topic to Researcher Agent with clear instructions Google Sheets Integration Centralized content strategy management Strategy_State Sheet: Tracks current pillar, cluster statuses, and progress SEO Report Sheet: Contains comprehensive SEO analysis and keyword opportunities Maintains real-time state of content pipeline Stores pillar/cluster relationships and completion tracking Enables data-driven content prioritization Researcher Agent Fast, focused content research Receives blog topic from Blog Status Manager Agent Conducts efficient research using FireCrawl MCP (maximum 2 calls) Gathers competitor information and market statistics Creates comprehensive blog briefs with structured outlines Defines content type (PILLAR or CLUSTER) and word count targets Specifies metadata requirements (title ā¤60 chars, description ā¤160 chars) Identifies image requirements with source URLs Documents key data points and sources for attribution Plans internal linking strategy Defines Trigify positioning angle and CTA Outputs structured brief for Blog Writer Agent Blog Writer Agent Complete, publish-ready content generation Receives comprehensive blog brief from Researcher Agent Conducts additional research using FireCrawl MCP tools Writes complete blog posts following pillar/cluster structure: Pillar Posts: 2,000-3,000+ words, resource hub style Cluster Posts: 800-1,500 words, focused deep-dives Implements SEO optimization: Creates metadata within strict character limits Implements strategic internal linking Positions Trigify as the primary solution Uses target keywords naturally throughout content Ensures brand consistency: Avoids em dashes (uses parentheses, commas, colons) Provides real source URLs (never temporary screenshot links) Includes proper image instructions with public source URLs Maintains Trigify-first positioning Generates complete, publish-ready articles (not summaries) Formats content with proper markdown structure Creates Linear issue with full blog post content FireCrawl MCP Integration Web scraping and research capabilities Enables web scraping for competitor research Gathers pricing information and product details Collects statistics and market data Provides source URLs for proper attribution Supports image source identification Linear Integration Content management and tracking Queries existing Linear issues to track completed blogs Creates new Linear issues with complete blog post content Stores full articles (not summaries) for editorial review Maintains content library and prevents duplicate creation Enables team collaboration and content review Multi-Model AI Architecture Optimized AI model selection Claude Sonnet 4.5: Primary model for Blog Writer Agent (with thinking enabled) Claude Opus 4.5: Research and analysis tasks GPT-5: Secondary model option for content generation Anthropic Chat Models: Strategic planning and research Models configured with appropriate token limits and reasoning budgets š ļø Technology Stack n8n: Workflow orchestration and automation platform Claude Sonnet 4.5: Primary AI model for content generation Claude Opus 4.5: Research and strategic analysis GPT-5: Alternative content generation model FireCrawl MCP: Web scraping and research tool Google Sheets API: Content strategy and state management Linear API: Content tracking and issue management LangChain Agents: Multi-agent orchestration framework āØ Key Features Automated Content Lifecycle Management: Tracks content from planning to completion Pillar/Cluster SEO Strategy: Implements proven content architecture for search performance Multi-Agent AI System: Specialized agents for research, writing, and management State Management: Maintains content strategy state across multiple runs SEO Optimization: Creates metadata, internal links, and keyword-optimized content Brand Consistency: Ensures Trigify positioning and brand voice throughout Quality Control: Prevents duplicate content and maintains high standards Research Efficiency: Limits research calls to maintain speed and cost-effectiveness Source Attribution: Properly documents sources and image requirements Publish-Ready Output: Generates complete articles, not summaries or outlines šÆ Ideal Use Cases Perfect for organizations seeking systematic, scalable content creation: B2B SaaS Companies building thought leadership through content Marketing Teams executing pillar/cluster SEO strategies Content Teams needing consistent, high-quality blog production SEO-Focused Organizations optimizing for search performance Companies requiring brand-consistent content at scale Teams managing multiple content projects simultaneously Organizations wanting to automate content research and writing Businesses tracking content performance and strategy execution š Business Impact Transform content creation from manual process to automated system: Consistent Content Production: Weekly automated content creation SEO Performance: Pillar/cluster architecture improves search rankings Time Efficiency: Automates research, writing, and content management Brand Consistency: Ensures Trigify positioning across all content Scalability: Manages multiple content projects simultaneously Quality Assurance: Prevents duplicates and maintains content standards Strategic Alignment: Data-driven content prioritization from SEO reports Team Collaboration: Integrates with Linear for editorial workflow This workflow ensures every blog post is strategically planned, thoroughly researched, SEO-optimized, and ready for publication, creating a sustainable system for thought leadership content that drives organic growth.
By Max Mitcham