Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
Who It's For Sales teams, agencies, and service businesses that follow up with inbound leads via email and want to automate the entire sequence without losing the personal touch. How It Works Webhook receives the new lead form submission Configure Variables node sets your sender name, email, company name, reply detection email, and wait time in one place OpenAI writes a personalized first follow-up email based on the lead's inquiry details Gmail sends the first email Wait node holds the workflow for 48 hours Gmail searches the inbox for any reply from the lead If the lead replied: Slack notifies your team and Google Sheets logs the reply status, name, email, and timestamp If no reply: OpenAI writes a second follow-up from a different angle and Gmail sends it Set Up Steps Update the Configure Variables node with your sender name, email, company name, and reply detection email Connect your Gmail, OpenAI, Slack, and Google Sheets credentials to each node Create a Google Sheet with columns: Lead Name, Email, Reply Status, Date Activate the workflow and test with a webhook POST request Requirements Gmail account with OAuth credential OpenAI API key Slack workspace with a notifications channel Google Sheet set up for reply logging
Best fit
Categories
Services
Use cases
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