Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
How it works A prospect submits a form with their email and website URL The workflow fetches and cleans the website HTML, extracting key business signals An Analyst Agent reads the content and produces a structured JSON diagnostic (business type, offers, pain points, funnels, copy kit) A Writer Agent converts the diagnostic into a personalised email with 10 actionable improvements, written automatically in the lead's language A branded HTML email is assembled and sent via Gmail with numbered improvement cards, a booking CTA and a professional footer Set up steps Connect your OpenAI API credentials to both AI model nodes (~2 min) Connect your Gmail account to the Send Email node (~1 min) Open the Build Email HTML node and fill in the 6 constants at the top: your name, email, cal.com booking link, Instagram URL, LinkedIn URL and logo image URL (~3 min) Activate the workflow and share the form URL with your leads
Best fit
Categories
Services
Use cases
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