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Generate sales leads & personalized outreach emails using Jina AI and OpenAI agents

FabioInTechFabioInTech
1148 views
2/3/2026
n8n
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This workflow uses AI agents to enrich company data from Airtable. It performs deep research to find the best decision-maker, then drafts and evaluates a personalized outreach email, and finally updates the original Airtable record with the new lead information and email content.

👥 Who is it for?

This workflow is ideal for sales teams, marketers, and business development professionals looking to automate their lead generation and initial outreach process, saving time and increasing personalization at scale.

⚙️ How it works

This workflow initiates by fetching unprocessed company records from a specified Airtable base. For each company, it performs a "deep research" using Jina AI to identify key decision-makers based on the company's name and website.

Next, a series of AI agents process the information:

  1. Lead Analyzer: A "Lead Generation Specialist" agent analyzes the research results to select the most suitable contact person.
  2. Email Content Creator: A "Content Creator Specialist" agent uses the lead's information and your business details to draft a personalized marketing email and subject line.
  3. Evaluator: An "Expert Email Marketing Evaluator" agent reviews the generated email for quality, tone, and effectiveness, providing a score and feedback.

Finally, the workflow updates the original record in Airtable with the identified lead's name, email, the generated email content, and the evaluation summary, marking the record as processed.

🛠️ How to set up

  1. Airtable Setup:

    • Create an Airtable base with a table containing the following fields:

      • Company_name: A text field for the name of the lead's company (Required).
      • Company_website: A URL field for the company's official website (Required).
      • Company_email: An email field for a general contact email for the company (Required).
      • Address: A text field for the physical address of the company (Optional).
      • Company_phone: A phone number field for a general phone number for the company (Optional).
      • processed: A single select field to track the status. It needs the options no and yes. The workflow only processes records set to no (Required).
      • lead_name: A text field that the workflow will populate with the name of the identified lead (Output).
      • lead_email: An email field that the workflow will populate with the identified lead's email (Output).
      • email_subject: A text field for the generated email subject line (Output).
      • email_text: A long text field for the generated, personalized email body (Output).
      • email_summary: A long text field for the AI's evaluation and summary of the created email (Output).
      • create_date: A date and time field to log when the record was processed (Output).
      • task_result: A text field for a summary of the final task result, like "Email wrote" (Output).

    • Create your Airtable Credentials Airtable Documentation

    • Connect your Airtable credentials to the 'Get input records' and 'Update record' nodes and select your Base and Table in both nodes.

    • Fill the Airtable Table with the Companies details you want to generate Leads. The requited columns are (Company_Name, Company_website and Company_email). Also, make sure the column processed is set to "no".

  2. Business Information:
    • In the Business_Info node, fill in the values with your company's details, key benefits, target audience, and landing page URL.
  3. API Keys:
    • Jina AI: Get your API key from Jina AI and insert it into the Jina_API_Key node.
    • OpenAI: Add your OpenAI credentials to the 'OpenAI o3-mini', 'OpenAI - 4o-mini', and 'OpenAI - 4o-mini - low' nodes.

✅ Requirements

🎨 How to customize the workflow

  • Change the data source: Replace the Airtable 'Get input records' node with another database or CRM node like Google Sheets, HubSpot, or Salesforce to pull your company list from a different source.
  • Adjust AI models: Experiment with different OpenAI models in the LangChain nodes ('OpenAI o3-mini', 'OpenAI - 4o-mini') to balance cost, speed, and performance.
  • Refine the AI prompts: Modify the system messages and prompts within the 'Lead Analyzer', 'Email Content Creator', and 'Evaluator' agent nodes to better align their outputs with your specific tone of voice, goals, and evaluation criteria.
  • Automate sending: Extend the workflow by adding an email node (e.g., Gmail, Outlook) after the 'Update record' node to automatically send the generated emails.

Generate Sales Leads & Personalized Outreach Emails using Jina AI and OpenAI Agents

This n8n workflow automates the process of generating sales leads and crafting personalized outreach emails. It leverages Jina AI for web scraping and OpenAI's language models to create tailored content, streamlining a crucial part of sales and marketing efforts.

What it does

This workflow is designed to:

  1. Manually Trigger: Start the workflow manually to initiate the lead generation process.
  2. Edit Fields (Set): Prepare initial data or parameters required for the subsequent steps.
  3. Loop Over Items (Split in Batches): Process a list of items (e.g., companies or industries) in batches, allowing for efficient handling of multiple leads.
  4. HTTP Request (Jina AI): Make an HTTP request, likely to Jina AI, to scrape relevant information from websites based on the input items. This step is crucial for gathering data about potential leads.
  5. AI Agent (OpenAI): Utilize an OpenAI AI Agent to process the scraped data. This agent is likely configured to extract key information, identify decision-makers, or generate initial lead profiles.
  6. OpenAI Chat Model: Engage with an OpenAI Chat Model to generate personalized outreach email content. This model will use the information gathered by the AI Agent to craft highly relevant and engaging emails.
  7. Structured Output Parser: Parse the output from the OpenAI Chat Model, ensuring that the generated email content is structured correctly and can be used in subsequent actions.
  8. Merge: Combine the processed data and generated email content, likely associating each personalized email with its corresponding lead.
  9. Wait: Introduce a delay in the workflow, potentially to manage API rate limits or to allow for manual review of generated content before proceeding.
  10. Airtable: Store the generated leads and their personalized outreach emails in an Airtable base, serving as a centralized database for sales outreach.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Airtable Account: With a base and table configured to store lead information and email content.
  • OpenAI API Key: For the OpenAI Chat Model and AI Agent nodes.
  • Jina AI API Key: For the HTTP Request node to perform web scraping.

Setup/Usage

  1. Import the workflow: Download the provided JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your Airtable credential with access to your desired base.
    • Configure your OpenAI credential with your API key.
    • Configure the HTTP Request node for Jina AI with your API key or any necessary authentication.
  3. Customize Input: In the "Edit Fields (Set)" node, provide the initial data (e.g., a list of company names or search queries) that the workflow should use to generate leads.
  4. Adjust AI Agent and Chat Model: Fine-tune the prompts and configurations of the "AI Agent" and "OpenAI Chat Model" nodes to match your specific lead qualification criteria and email outreach style.
  5. Configure Airtable: Ensure the "Airtable" node is correctly configured to map the generated data to the appropriate fields in your Airtable base.
  6. Activate and Execute: Once configured, activate the workflow and execute it manually using the "When clicking ‘Execute workflow’" trigger.

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