AI-powered lead research & personalized email generation with Groq & Google Sheets
Overall Description & Potential
<< What Does This Flow Do? >>
Overall, this workflow is an intelligent sales outreach automation engine that transforms raw leads from a form or a list into highly personalized, ready-to-send introductory email drafts. The process is: it starts by fetching data, enriches it with in-depth AI research to uncover "pain points," and then uses those research findings to craft an email that is relevant to the solutions you offer.
This system solves a key problem in sales: the lack of time to conduct in-depth research on every single lead. By automating the research and drafting stages, the sales team can focus on higher-value activities, like engaging with "warm" prospects and handling negotiations. Using Google Sheets as the main dashboard allows the team to monitor the entire process—from lead entry, research status, and email drafts, all the way to the send link—all within a single, familiar interface.
<< Potential Future Enhancements >>
This workflow has a very strong foundation and can be further developed into an even more sophisticated system:
-
Full Automation (Zero-Touch): Instead of generating a manual-click link, the output from the AI Agent can be directly piped into a Gmail or Microsoft 365 Email node to send emails automatically. A
Waitnode could be added to create a delay of a few minutes or hours after the draft is created, preventing instant sending. -
Automated Follow-up Sequences: The workflow can be extended to manage follow-up emails. By using a webhook to track email opens or replies, you could build logic like: "If the intro email is not replied to within 3 days, trigger the AI Agent again to generate follow-up email #1 based on a different template, and then send it."
-
AI-Powered Lead Scoring: After the research stage, the AI could be given the additional task of scoring leads (e.g., 1-10 or High/Medium/Low Priority) based on how well the target company's profile matches your ideal customer profile (ICP). This helps the sales team prioritize the most promising leads.
-
Full CRM Integration: Instead of Google Sheets, the workflow could connect directly to HubSpot, Salesforce, or Pipedrive. It would pull new leads from the CRM, perform the research, draft the email, and log all activities (research results, sent emails) back to the contact's timeline in the CRM automatically.
-
Multi-Channel Outreach: Beyond email, the AI could be instructed to draft personalized LinkedIn Connection Request messages or WhatsApp messages. The workflow could then use the appropriate APIs to send these messages, expanding your outreach beyond just email.
AI-Powered Lead Research & Personalized Email Generation with Groq & Google Sheets
This n8n workflow automates the process of researching leads, generating personalized email content, and updating a Google Sheet. It leverages the power of AI agents and Groq's fast language models to streamline your outreach efforts.
What it does
This workflow performs the following key steps:
- Manual Trigger: Initiates the workflow upon manual execution, allowing you to control when the lead research and email generation process begins.
- Google Sheets: Reads lead data from a specified Google Sheet. This typically includes company names, contact names, and other relevant information for lead generation.
- Loop Over Items (Split in Batches): Processes the leads from the Google Sheet in batches, ensuring efficient handling of large datasets.
- AI Agent: For each lead, an AI Agent (powered by Groq) is used to perform lead research and generate personalized email content. This agent can be configured with specific prompts and tools to gather information and craft compelling messages.
- Groq Chat Model: Serves as the underlying language model for the AI Agent, providing fast and efficient text generation capabilities.
- Structured Output Parser: Extracts structured data (e.g., researched information, email subject, email body) from the AI Agent's output.
- Code: A custom code node likely processes or formats the output from the AI agent and structured parser before updating the Google Sheet.
- If: A conditional node to potentially check for successful email generation or research completion, allowing for branching logic (e.g., updating a "status" column in the sheet).
- Google Sheets (Update): If the conditions are met, the workflow updates the original Google Sheet with the newly researched lead information and the generated personalized email content.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance (cloud or self-hosted).
- Google Sheets Account: Access to a Google Sheet containing your lead data.
- Groq API Key: A Groq API key configured as a credential in n8n for the Groq Chat Model node.
Setup/Usage
- Import the workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Google Sheets: Set up your Google Sheets credentials to allow n8n to read from and write to your spreadsheet.
- Groq: Add your Groq API key as a credential in n8n.
- Update Google Sheets Node (ID: 18):
- Specify the Spreadsheet ID and Sheet Name where your lead data is located.
- Ensure the node is configured to read the necessary columns (e.g.,
Company Name,Contact Name).
- Configure AI Agent Node (ID: 1119):
- Review and adjust the Prompt to guide the AI Agent on what research to perform and what kind of email to generate.
- Ensure the Groq Chat Model is selected as the Language Model.
- Configure Structured Output Parser Node (ID: 1179):
- Define the Schema for the expected output from the AI Agent (e.g., JSON structure for
researched_data,email_subject,email_body).
- Define the Schema for the expected output from the AI Agent (e.g., JSON structure for
- Update Code Node (ID: 834):
- If any specific data transformation or formatting is required before updating the sheet, customize the JavaScript code within this node.
- Configure Google Sheets Node (ID: 18 - Update):
- Ensure this node is configured to write the processed data (researched info, email subject, email body) back to the correct columns in your Google Sheet.
- Activate the workflow: Once configured, activate the workflow.
- Execute Manually: Click "Execute workflow" on the "Manual Trigger" node to start the process.
Related Templates
AI multi-agent executive team for entrepreneurs with Gemini, Perplexity and WhatsApp
This workflow is an AI-powered multi-agent system built for startup founders and small business owners who want to automate decision-making, accountability, research, and communication, all through WhatsApp. The “virtual executive team,” is designed to help small teams to work smarter. This workflow sends you market analysis, market and sales tips, It can also monitor what your competitors are doing using perplexity (Research agent) and help you stay a head, or make better decisions. And when you feeling stuck with your start-up accountability director is creative enough to break the barrier 🎯 Core Features 🧑💼 1. President (Super Agent) Acts as the main controller that coordinates all sub-agents. Routes messages, assigns tasks, and ensures workflow synchronization between the AI Directors. 📊 2. Sales & Marketing Director Uses SerpAPI to search for market opportunities, leads, and trends. Suggests marketing campaigns, keywords, or outreach ideas. Can analyze current engagement metrics to adjust content strategy. 🕵️♀️ 3. Business Research Director Powered by Perplexity AI for competitive and market analysis. Monitors competitor moves, social media engagement, and product changes. Provides concise insights to help the founder adapt and stay ahead. ⏰ 4. Accountability Director Keeps the founder and executive team on track. Sends motivational nudges, task reminders, and progress reports. Promotes consistency and discipline — key traits for early-stage success. 🗓️ 5. Executive Secretary Handles scheduling, email drafting, and reminders. Connects with Google Calendar, Gmail, and Sheets through OAuth. Automates follow-ups, meeting summaries, and notifications directly via WhatsApp. 💬 WhatsApp as the Main Interface Interact naturally with your AI team through WhatsApp Business API. All responses, updates, and summaries are delivered to your chat. Ideal for founders who want to manage operations on the go. ⚙️ How It Works Trigger: The workflow starts from a WhatsApp Trigger node (via Meta Developer Account). Routing: The President agent analyzes the incoming message and determines which Director should handle it. Processing: Marketing or sales queries go to the Sales & Marketing Director. Research questions are handled by the Business Research Director. Accountability tasks are assigned to the Accountability Director. Scheduling or communication requests are managed by the Secretary. Collaboration: Each sub-agent returns results to the President, who summarizes and sends the reply back via WhatsApp. Memory: Context is maintained between sessions, ensuring personalized and coherent communication. 🧩 Integrations Required Gemini API – for general intelligence and task reasoning Supabase- for RAG and postgres persistent memory Perplexity API – for business and competitor analysis SerpAPI – for market research and opportunity scouting Google OAuth – to connect Sheets, Calendar, and Gmail WhatsApp Business API – for message triggers and responses 🚀 Benefits Acts like a team of tireless employees available 24/7. Saves time by automating research, reminders, and communication. Enhances accountability and strategy consistency for founders. Keeps operations centralized in a simple WhatsApp interface. 🧰 Setup Steps Create API credentials for: WhatsApp (via Meta Developer Account) Gemini, Perplexity, and SerpAPI Google OAuth (Sheets, Calendar, Gmail) Create a supabase account at supabase Add the credentials in the corresponding n8n nodes. Customize the system prompts for each Director based on your startup’s needs. Activate and start interacting with your virtual executive team on WhatsApp. Use Case You are a small organisation or start-up that can not afford hiring; marketing department, research department and secretar office, then this workflow is for you 💡 Need Customization? Want to tailor it for your startup or integrate with CRM tools like Notion or HubSpot? You can easily extend the workflow or contact the creator for personalized support. Consider adjusting the system prompt to suite your business
🎓 How to transform unstructured email data into structured format with AI agent
This workflow automates the process of extracting structured, usable information from unstructured email messages across multiple platforms. It connects directly to Gmail, Outlook, and IMAP accounts, retrieves incoming emails, and sends their content to an AI-powered parsing agent built on OpenAI GPT models. The AI agent analyzes each email, identifies relevant details, and returns a clean JSON structure containing key fields: From – sender’s email address To – recipient’s email address Subject – email subject line Summary – short AI-generated summary of the email body The extracted information is then automatically inserted into an n8n Data Table, creating a structured database of email metadata and summaries ready for indexing, reporting, or integration with other tools. --- Key Benefits ✅ Full Automation: Eliminates manual reading and data entry from incoming emails. ✅ Multi-Source Integration: Handles data from different email providers seamlessly. ✅ AI-Driven Accuracy: Uses advanced language models to interpret complex or unformatted content. ✅ Structured Storage: Creates a standardized, query-ready dataset from previously unstructured text. ✅ Time Efficiency: Processes emails in real time, improving productivity and response speed. *✅ Scalability: Easily extendable to handle additional sources or extract more data fields. --- How it works This workflow automates the transformation of unstructured email data into a structured, queryable format. It operates through a series of connected steps: Email Triggering: The workflow is initiated by one of three different email triggers (Gmail, Microsoft Outlook, or a generic IMAP account), which constantly monitor for new incoming emails. AI-Powered Parsing & Structuring: When a new email is detected, its raw, unstructured content is passed to a central "Parsing Agent." This agent uses a specified OpenAI language model to intelligently analyze the email text. Data Extraction & Standardization: Following a predefined system prompt, the AI agent extracts key information from the email, such as the sender, recipient, subject, and a generated summary. It then forces the output into a strict JSON structure using a "Structured Output Parser" node, ensuring data consistency. Data Storage: Finally, the clean, structured data (the from, to, subject, and summarize fields) is inserted as a new row into a specified n8n Data Table, creating a searchable and reportable database of email information. --- Set up steps To implement this workflow, follow these configuration steps: Prepare the Data Table: Create a new Data Table within n8n. Define the columns with the following names and string type: From, To, Subject, and Summary. Configure Email Credentials: Set up the credential connections for the email services you wish to use (Gmail OAuth2, Microsoft Outlook OAuth2, and/or IMAP). Ensure the accounts have the necessary permissions to read emails. Configure AI Model Credentials: Set up the OpenAI API credential with a valid API key. The workflow is configured to use the model, but this can be changed in the respective nodes if needed. Connect the Nodes: The workflow canvas is already correctly wired. Visually confirm that the email triggers are connected to the "Parsing Agent," which is connected to the "Insert row" (Data Table) node. Also, ensure the "OpenAI Chat Model" and "Structured Output Parser" are connected to the "Parsing Agent" as its AI model and output parser, respectively. Activate the Workflow: Save the workflow and toggle the "Active" switch to ON. The triggers will begin polling for new emails according to their schedule (e.g., every minute), and the automation will start processing incoming messages. --- Need help customizing? Contact me for consulting and support or add me on Linkedin.
Send WooCommerce discount coupons to customers via WhatsApp using Rapiwa API
Who is this for? This workflow is ideal for WooCommerce store owners who want to automatically send promotional WhatsApp messages to their customers when new coupons are created. It’s designed for marketers and eCommerce managers looking to boost engagement, streamline coupon sharing, and track campaign performance effortlessly through Google Sheets. Overview This workflow listens for WooCommerce coupon creation events (coupon.created) and uses customer billing data to send promotional WhatsApp messages via the Rapiwa API. The flow formats the coupon data, cleans phone numbers, verifies WhatsApp registration with Rapiwa, sends the promotional message when verified, and logs each attempt to Google Sheets (separate sheets for verified/sent and unverified/not sent). What this Workflow Does Listens for new coupon creation events in WooCommerce via the WooCommerce Trigger node Retrieves all customer data from the WooCommerce store Processes customers in batches to control throughput Cleans and formats customer phone numbers for WhatsApp Verifies if phone numbers are valid WhatsApp accounts using Rapiwa API Sends personalized WhatsApp messages with coupon details to verified numbers Logs all activities to Google Sheets for tracking and analysis Handles both verified and unverified numbers appropriately Key Features Automated coupon distribution: Triggers when new coupons are created in WooCommerce Customer data retrieval: Fetches all customer information from WooCommerce Phone number validation: Verifies WhatsApp numbers before sending messages Personalized messaging: Includes customer name and coupon details in messages Dual logging system: Tracks both successful and failed message attempts Rate limiting: Uses batching and wait nodes to prevent API overload Data formatting: Structures coupon information for consistent messaging Google Sheet Column Structure A Google Sheet formatted like this ➤ sample The workflow uses a Google Sheet with the following columns to track coupon distribution: | name | number | email | address1 | couponCode | couponTitle | couponType | couponAmount | createDate | expireDate | validity | status | | ----------- | ------------- | --------------------------------------------------- | --------- | ---------- | -------------- | ---------- | ------------ | ------------------- | ------------------- | ---------- | -------- | | Abdul Mannan | 8801322827799 | contact@spagreen.net | mirpur-DOHS | 62dhryst | eid offer 2025 | percent | 20.00 | 2025-09-11 06:08:02 | 2025-09-15 00:00:00 | unverified | not sent | | Abdul Mannan | 8801322827799 | contact@spagreen.net | mirpur-DOHS | 62dhryst | eid offer 2025 | percent | 20.00 | 2025-09-11 06:08:02 | 2025-09-15 00:00:00 | verified | sent | Requirements n8n instance with the following nodes: WooCommerce Trigger, Code, SplitInBatches, HTTP Request, IF, Google Sheets, Wait WooCommerce store with API access Rapiwa account with API access for WhatsApp verification and messaging Google account with Sheets access Customer phone numbers in WooCommerce (stored in billing.phone field) Important Notes Phone Number Format: The workflow cleans phone numbers by removing all non-digit characters. Ensure your WooCommerce phone numbers are in a compatible format. API Rate Limits: Rapiwa and WooCommerce APIs have rate limits. Adjust batch sizes and wait times accordingly. Data Privacy: Ensure compliance with data protection regulations when sending marketing messages. Error Handling: The workflow logs unverified numbers but doesn't have extensive error handling. Consider adding error notifications for failed API calls. Message Content: The current message template references the first coupon only (coupons[0]). Adjust if you need to handle multiple coupons. Useful Links Dashboard: https://app.rapiwa.com Official Website: https://rapiwa.com Documentation: https://docs.rapiwa.com Support & Help WhatsApp: Chat on WhatsApp Discord: SpaGreen Community Facebook Group: SpaGreen Support Website: https://spagreen.net Developer Portfolio: Codecanyon SpaGreen