Automate Multi-Stage Email Follow-ups with Gmail and Google Sheets

This n8n workflow automates the process of sending multi-stage email follow-ups to contacts listed in a Google Sheet. It's designed to help you nurture leads, engage with customers, or manage outreach campaigns efficiently without manual intervention.

What it does

This workflow simplifies your outreach by:

1. Triggering on a Schedule: The workflow starts at predefined intervals, ensuring your follow-up sequence runs consistently.
2. Reading Contacts from Google Sheets: It fetches a list of contacts and their follow-up stages from a specified Google Sheet.
3. Looping Through Contacts: Each contact from the Google Sheet is processed individually.
4. Filtering by Follow-up Stage: For each contact, it checks their current follow-up stage.
5. Sending Stage 1 Email: If a contact is at "Stage 1", it sends an initial follow-up email via Gmail.
6. Sending Stage 2 Email: If a contact is at "Stage 2", it sends a second follow-up email via Gmail.
7. Sending Stage 3 Email: If a contact is at "Stage 3", it sends a third and final follow-up email via Gmail.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Account: An active n8n instance (cloud or self-hosted).
• Google Sheets Account: A Google Sheet containing your contact list, including columns for email addresses and their current follow-up stage.
• Gmail Account: A Gmail account to send the follow-up emails.

Setup/Usage

1. Import the Workflow:
   • Download the workflow JSON provided.
   • In your n8n instance, click "New" in the workflows section.
   • Click the three dots menu (...) and select "Import from JSON".
   • Paste the workflow JSON or upload the file.
2. Configure Credentials:
   • Google Sheets Node: Configure your Google Sheets credential. You'll need to grant n8n access to your Google Sheets.
   • Gmail Nodes: Configure your Gmail credential. You'll need to grant n8n permission to send emails on your behalf.
3. Customize Google Sheets Node:
   • Open the "Google Sheets" node.
   • Specify the Spreadsheet ID and Sheet Name where your contact data is stored.
   • Ensure your sheet has columns for email addresses and a column to indicate the current follow-up stage (e.g., "FollowupStage").
4. Customize Gmail Nodes:
   • For each "Gmail" node (Stage 1, Stage 2, Stage 3), customize the email content:
     • To: Reference the email address from the Google Sheet (e.g., {{ $json.email }}).
     • Subject: Write your email subject.
     • Body: Compose your email message. You can use expressions to personalize the content with data from your Google Sheet (e.g., {{ $json.firstName }}).
5. Configure Schedule Trigger:
   • Open the "Schedule Trigger" node.
   • Set the desired interval for how often the workflow should run (e.g., every day, once a week).
6. Activate the Workflow:
   • Once all configurations are complete, save the workflow and activate it by toggling the "Active" switch in the top right corner of the workflow editor.

The workflow will now automatically check your Google Sheet and send the appropriate follow-up emails based on the defined stages.