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B2B lead follow-up automation with Gemini AI, Gmail and Google Sheets

Priyanka RanaPriyanka Rana
204 views
2/3/2026
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Overview

This n8n workflow template automates your B2B marketing follow-up process. It tracks which introductory emails have received a reply, identifies leads who haven't responded within a set time, uses Gemini AI to draft a personalized, casual reminder, sends the follow-up as a reply on the original thread, and updates your lead tracker in Google Sheets.

Best if used with preivously created workflow that sends an automated introductory email with templatized subject.

Requirements

To use this workflow, you need the following accounts and credentials:

Gmail Account: To check for replies and send the reminder emails.

Google Sheets Account: To manage your lead tracking spreadsheet (the workflow uses a sheet with ID). Below are the Sheet columns First Name Last Name Email ID Company Name Company Information (optional) Designation (optional) Message - the main form enquiry Location (optional) Status (auto) Intro email Date (auto) Reminder 1 needed? (auto) Reminder 1 Email Date (auto)

Google Gemini (PaLM) API Key: For the AI Agent node to generate the personalized email content.

How It Works

This automation is broken down into three main stages:

Stage 1: Check for Replies and Update Tracker

This stage excludes leads who have already replied to your introductory email and updates the status in your tracker.

When clicking ‘Execute workflow’ (Manual Trigger): The workflow starts manually or can be scheduled.

Get many messages (Gmail): The node searches your inbox (CATEGORY_PERSONAL) for replies to your introductory email (using the search query subject: <template of your introductory email>).

Update row in sheet (Google Sheets): For every incoming reply found, the workflow matches the lead by Email ID and updates the column Reminder 1 needed? to No.

Stage 2: Identify Who Needs a Reminder

This stage finds leads who have not yet received a reminder and checks if the introductory email was sent over 5 days ago.

Get row(s) in sheet (Google Sheets): The workflow retrieves all leads from the tracker where the column Reminder 1 needed? is not set to No (i.e., they haven't replied and a reminder status hasn't been logged).

If: A condition checks if the Intro email Date is older than 5 days (DateTime.now().minus({ days: 5 })). Only leads that meet this age criteria are passed forward.

Stage 3: Send Personalized Reminder and Final Update

For eligible leads, the AI generates a follow-up, finds the original email thread, sends the reply, and logs the action.

AI Agent: The AI Agent acts as a B2B marketing assistant to write a short, friendly first reminder email. It uses lead data (First Name, Company Name, Message) to personalize the content, referencing the original introductory email and the client's pain point.

Note: The AI is instructed to format its output into ClientEmail and ClientEmailBody using the Structured Output Parser.

Edit Fields (Set): The structured output from the AI is mapped to workflow fields.

Get many messages1 (Gmail): The workflow searches the SENT label for the original email using the client's email and the introductory subject line to find the correct threadId and messageId.

Reply to a message (Gmail): The personalized body is sent as a reply on the original thread to maintain context.

Update row in sheet1 (Google Sheets): The final step updates the lead's row in the tracker, setting Status to Reminder 1 Drafted, Reminder 1 needed? to Yes, and recording the current date in the Reminder 1 Email Date column.

Customization Currently it has option to send first reminder. This can be extended to add another reminder.

Write to priyanka@buildmyaiflow.agency for more customizations.

B2B Lead Follow-Up Automation with Gemini AI, Gmail, and Google Sheets

This n8n workflow automates the process of following up with B2B leads. It leverages Google Sheets to manage lead data, Google Gemini AI to generate personalized follow-up emails, and Gmail to send them. The workflow includes a conditional logic to ensure emails are only sent to leads who haven't been contacted yet, and a waiting period between follow-ups.

What it does

  1. Triggers Manually: The workflow is initiated manually, allowing you to control when the follow-up process begins.
  2. Reads Lead Data from Google Sheets: It fetches a list of B2B leads from a specified Google Sheet.
  3. Filters for Uncontacted Leads: It checks if a lead has already been contacted by looking at a "Contacted" column in the Google Sheet. Only leads marked as "No" proceed.
  4. Generates Personalized Follow-Up Email with Gemini AI: For each uncontacted lead, it uses the Google Gemini AI Chat Model to generate a personalized follow-up email based on lead information.
  5. Parses AI Output: It uses a Structured Output Parser to extract the generated email content from the AI's response.
  6. Sends Email via Gmail: The personalized email is then sent to the lead using Gmail.
  7. Updates Google Sheet: After sending the email, the "Contacted" status for that lead in the Google Sheet is updated to "Yes" to prevent duplicate follow-ups.
  8. Waits for a Period: A "Wait" node introduces a pause, allowing for a delay before the next lead is processed or a subsequent follow-up stage (if expanded upon).
  9. Prepares Data for Next Iteration (Optional): An "Edit Fields" (Set) node is present, which could be used to transform or prepare data for further processing or for the next loop iteration, though its specific configuration isn't detailed in the provided JSON.

Prerequisites/Requirements

  • n8n Instance: A running n8n instance.
  • Google Sheets Account: To store and manage your B2B lead data.
  • Gmail Account: To send follow-up emails.
  • Google Gemini AI (or compatible Langchain Chat Model): For generating personalized email content. You will need API access and credentials for this service.
  • n8n Credentials:
    • Google Sheets credentials (OAuth 2.0 recommended).
    • Gmail credentials (OAuth 2.0 recommended).
    • Google Gemini AI credentials (API Key or similar).

Setup/Usage

  1. Import the Workflow:
    • Download the provided JSON file.
    • In your n8n instance, click on "Workflows" in the left sidebar.
    • Click "New" and then "Import from JSON".
    • Paste the JSON content or upload the file.
  2. Configure Credentials:
    • Locate the "Google Sheets" node and click on its settings. Configure your Google Sheets credentials.
    • Locate the "Gmail" node and configure your Gmail credentials.
    • Locate the "Google Gemini Chat Model" node and configure your Gemini AI credentials.
  3. Configure Google Sheets Node:
    • Specify the Spreadsheet ID and Sheet Name where your lead data is stored.
    • Ensure your sheet has columns for lead information (e.g., Name, Company, Email, and a "Contacted" column with "Yes" or "No" values).
  4. Configure AI Agent and Structured Output Parser:
    • Review the prompt in the "Google Gemini Chat Model" node to ensure it aligns with your desired email personalization.
    • Adjust the "Structured Output Parser" if the AI output format changes.
  5. Configure Gmail Node:
    • Map the recipient email address from your Google Sheet data.
    • Map the subject and body of the email from the output of the "Structured Output Parser" node.
  6. Configure If Node:
    • Ensure the condition correctly checks your "Contacted" column in Google Sheets to filter for leads that haven't been contacted yet.
  7. Configure Wait Node:
    • Adjust the wait duration as needed (e.g., to space out email sends).
  8. Activate the Workflow:
    • Once configured, activate the workflow by toggling the "Active" switch in the top right corner.
  9. Execute Manually:
    • Click "Execute Workflow" on the "Manual Trigger" node to run the workflow.

Note: The "Edit Fields" (Set) node (ID 38) is present but its specific configuration is not detailed in the provided JSON. You may need to configure it based on your specific data transformation needs.

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