Lead Analysis & Personalized Email Generation with OpenAI & Firecrawl

This n8n workflow automates the process of analyzing new leads from Typeform submissions, enriching their data, and generating personalized email outreach using OpenAI, Firecrawl, and a human-in-the-loop approval step via Gmail.

What it does

This workflow streamlines your lead qualification and outreach by:

1. Capturing New Leads: Automatically triggers upon new submissions to a specified Typeform.
2. Initial Lead Qualification: Uses a "Code" node to perform initial data processing or transformation on the incoming Typeform data.
3. Enriching Lead Data (Implicit): Although not explicitly shown in the provided JSON, the presence of an "AI Agent" and "OpenAI" nodes suggests that the workflow intends to use AI to analyze and enrich lead information, potentially by extracting key details or categorizing the lead.
4. Generating Personalized Email Content: Leverages an "OpenAI Chat Model" and a "Structured Output Parser" to craft highly personalized email drafts based on the lead's information and potentially scraped data (implied by the directory name "firecrawl").
5. Human-in-the-Loop Approval: Sends the generated email draft to a designated Gmail account for manual review and approval.
6. Conditional Logic: Includes an "If" node, indicating that subsequent actions (e.g., sending the email, logging the lead) would depend on the outcome of the human approval or other conditions. (The specific conditions and subsequent actions are not defined in the provided JSON but are implied by the node's presence).

Prerequisites/Requirements

• n8n Account: A running instance of n8n.
• Typeform Account: A Typeform account with a form configured to capture lead information.
• OpenAI API Key: An API key for OpenAI to utilize its language models.
• Gmail Account: A Gmail account configured as a credential in n8n for sending approval emails.
• Firecrawl (Implied): Based on the directory name, it's highly probable that a Firecrawl integration (or similar web scraping tool) is intended to be used for website content extraction, which would require appropriate credentials or setup.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Typeform Trigger:
   • Select your Typeform credential.
   • Choose the specific Typeform form you want to monitor for new submissions.
3. Configure OpenAI Credentials:
   • Set up your OpenAI API Key credential in n8n.
   • Ensure the "OpenAI Chat Model" and "OpenAI" nodes are using this credential.
4. Configure Gmail Credentials:
   • Set up your Gmail OAuth2 or API Key credential in n8n.
   • In the "Gmail" node, specify the recipient email address for the approval emails (likely your own or a team inbox).
5. Review and Customize Code Node: Examine the "Code" node to understand and adjust any data processing logic as needed for your specific lead data.
6. Review and Customize AI Agent/OpenAI Prompts:
   • Inspect the "AI Agent" and "OpenAI Chat Model" nodes.
   • Adjust the prompts and model parameters to ensure the generated email content aligns with your brand voice and outreach strategy.
   • Define the schema in the "Structured Output Parser" to match the desired format of the personalized email (ee.g., subject, body).
7. Define Conditional Logic (If Node):
   • The "If" node currently has no conditions defined. You will need to add conditions based on the output of the "Gmail" node (e.g., if an approval email was sent, if a specific response was received).
   • Connect the "True" and "False" branches of the "If" node to subsequent actions (e.g., send the email if approved, log to a CRM if not approved, etc.).
8. Activate the Workflow: Once all credentials and configurations are set, activate the workflow to start processing new Typeform submissions.