End-to-End B2B Real Estate Lead Enrichment & Outreach with Apify, Relevance, OpenAI & Sheets

This n8n workflow automates the process of enriching B2B real estate leads and initiating personalized outreach. It starts by extracting new leads from a Google Sheet, enriches them with property data using Apify, leverages OpenAI for relevance scoring and email generation, and then facilitates outreach via Gmail and Slack.

What it does

1. Triggers on New Google Sheet Rows: The workflow is activated whenever new rows (representing new leads) are added to a specified Google Sheet.
2. Extracts Lead Data: It reads the newly added lead data from the Google Sheet.
3. Enriches Lead with Apify: For each lead, it makes an HTTP request to an Apify actor to gather detailed property information based on the provided lead data.
4. Processes Apify Results: It extracts relevant data from the Apify response, such as property details, and prepares it for further AI processing.
5. Calculates Lead Relevance with OpenAI: It uses an OpenAI Chat Model to assess the relevance of each lead based on the enriched property data and a predefined persona, outputting a relevance score and a brief explanation.
6. Generates Personalized Outreach Email with OpenAI: For relevant leads (score > 6), it uses another OpenAI Chat Model to generate a personalized outreach email draft.
7. Stores Enriched Data in Google Drive: It saves the enriched lead data, including relevance scores and email drafts, as a JSON file in Google Drive for record-keeping.
8. Updates Google Sheet: It updates the original Google Sheet with the enrichment results, relevance score, explanation, and generated email draft.
9. Notifies via Slack (High Relevance): If a lead's relevance score is high (e.g., > 6), it sends a notification to a Slack channel with the lead details and generated email.
10. Sends Email via Gmail (High Relevance): For highly relevant leads, it sends the personalized outreach email via Gmail.
11. Merges Data: The workflow uses a Merge node to combine data streams from different branches (e.g., after Google Drive upload and Google Sheet update) before proceeding.

Prerequisites/Requirements

• n8n Account: A running n8n instance.
• Google Sheets: A Google Sheet containing your B2B real estate leads.
• Google Drive: A Google Drive account for storing enriched data.
• Apify Account: An Apify account with access to a property data scraping actor.
• OpenAI API Key: An OpenAI API key for AI Agent, Chat Model, and Embeddings.
• Slack Account: A Slack workspace for notifications.
• Gmail Account: A Gmail account for sending outreach emails.

Setup/Usage

1. Import the workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Google Sheets: Set up a Google Sheets credential to connect to your lead spreadsheet.
   • Google Drive: Configure a Google Drive credential for file storage.
   • HTTP Request (Apify): Set up an HTTP Request node with your Apify API key and the URL for your chosen Apify actor.
   • OpenAI: Configure OpenAI credentials for the "AI Agent", "Embeddings OpenAI", and "OpenAI Chat Model" nodes.
   • Slack: Set up a Slack credential and specify the channel for notifications.
   • Gmail: Configure a Gmail credential for sending emails.
3. Customize Google Sheets Trigger:
   • Specify the Spreadsheet ID and Sheet Name where your leads are located.
   • Ensure the trigger is set to "New Row" to process new leads automatically.
4. Adjust Apify Request:
   • Modify the HTTP Request node to correctly call your Apify actor, passing the necessary lead data (e.g., address, company name).
5. Refine OpenAI Prompts:
   • In the "AI Agent" node, adjust the prompt to accurately assess lead relevance based on your specific criteria and target persona.
   • In the "OpenAI Chat Model" node used for email generation, customize the prompt to generate outreach emails that align with your brand voice and sales strategy.
6. Set Relevance Thresholds:
   • In the "Switch" node, adjust the condition for relevance_score to define what constitutes a "high relevance" lead for Slack notifications and email outreach.
7. Configure Slack and Gmail:
   • Specify the target Slack channel and customize the message content.
   • Set the recipient, subject, and body of the Gmail email, utilizing the generated email draft.
8. Activate the workflow: Once configured, activate the workflow to start processing new leads automatically.