Personalized Sales Outreach with Apollo, GPT, and Gmail Automation

This n8n workflow automates the process of generating personalized sales outreach emails using data from Google Sheets, enriching it with Apollo.io, crafting tailored messages with OpenAI's GPT models, and sending them via Gmail.

It streamlines the initial stages of sales outreach, allowing sales teams to focus on more strategic tasks by automating the generation of highly personalized first contact emails.

What it does

1. Triggers on Schedule: The workflow starts on a predefined schedule (e.g., daily, weekly).
2. Reads Leads from Google Sheets: It fetches a list of leads (e.g., prospects, companies) from a specified Google Sheet.
3. Limits Processing: It processes a limited number of leads per run to manage API usage and prevent overwhelming the system.
4. Enriches Data with Apollo.io: For each lead, it uses the Apollo.io API to find additional company and contact information, such as company description, industry, and contact details.
5. Generates Personalized Email Content (GPT-3.5-turbo):
   • It constructs a prompt using the enriched data (company name, description, prospect's name, role).
   • It sends this prompt to OpenAI's GPT-3.5-turbo model to generate a personalized email body.
6. Generates Personalized Subject Line (GPT-3.5-turbo):
   • It constructs a separate prompt using the generated email body and lead information.
   • It sends this prompt to OpenAI's GPT-3.5-turbo model to generate a compelling subject line.
7. Sends Personalized Emails via Gmail: For each lead, it uses the generated subject line and email body to send a personalized email through Gmail.
8. Logs Activity (Optional - Google Drive): Although not fully configured in the provided JSON, the presence of a Google Drive node suggests a potential step for logging or storing generated content or outreach results.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Google Sheets Account: A Google Sheets spreadsheet containing your lead data (e.g., company names, prospect names, roles).
• Apollo.io Account & API Key: For enriching lead data.
• OpenAI Account & API Key: For accessing GPT-3.5-turbo to generate email content and subject lines.
• Gmail Account: Configured as a credential in n8n for sending emails.

Setup/Usage

1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your Google Sheets credential to connect to your lead spreadsheet.
   • Configure an HTTP Request credential for Apollo.io with your API key.
   • Set up your OpenAI credential with your API key.
   • Configure your Gmail credential.
3. Update Google Sheets Node (ID: 18):
   • Specify the Spreadsheet ID and Sheet Name where your lead data is located.
   • Ensure the column names in your sheet match the data expected by the subsequent nodes (e.g., "Company Name", "Prospect Name", "Prospect Role").
4. Adjust Limit Node (ID: 1237): Modify the Limit node to control how many leads are processed in each run.
5. Configure Apollo.io HTTP Request (ID: 19):
   • Update the URL and headers with your Apollo.io API endpoint and authentication details.
   • Ensure the request body correctly uses data from previous nodes to query Apollo.io for company/contact information.
6. Review OpenAI Nodes (IDs: 1123, 1153, 1250):
   • Verify the prompts in the Basic LLM Chain nodes are tailored to your desired email style and content.
   • Ensure the OpenAI Chat Model nodes are configured with the correct model (e.g., gpt-3.5-turbo).
7. Configure Gmail Node (ID: 356):
   • Set the recipient email address (using an expression to pull it from the enriched lead data).
   • Map the subject line and email body from the output of the OpenAI nodes.
   • Specify the sender's name and email.
8. Activate the Workflow: Once configured, activate the Schedule Trigger node to run the workflow automatically. You can also test it manually.