Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
Automated Cold Email Follow-up Sequence with Google Sheets & ZeptoMail Stop losing leads to manual follow-up fatigue. This workflow runs daily, checks your Google Sheets lead tracker, and automatically sends the right follow-up email at the right time — personalized by partner type (College, Influencer, or Brand) — then updates the sheet status so nothing slips through the cracks. Who is this for? Founders, sales reps, and growth teams who manage outreach to multiple partner types and need a reliable, hands-off follow-up engine without a full CRM. What this workflow does Triggers daily via Schedule node Reads your Google Sheet to fetch all leads Filters active leads — skips anyone marked completed, replied, or unsubscribed Checks follow-up date — only processes leads due today or earlier Routes each lead by their current stage (sent → followup_1 → followup_2 → completed) Builds a personalized HTML email based on partner type (College/University, Influencer, Brand, or generic) Sends via ZeptoMail with threading headers to keep replies in the same email thread Updates the Google Sheet with the new status and next follow-up date Prerequisites A self-hosted AlekSystem instance (community nodes required) A Google Sheets account with OAuth connected A Zoho ZeptoMail account with API access The community node installed: AlekSystem-nodes-zohozeptomail Google Sheet structure Your tracking sheet should have (at minimum) these columns: | Column | Description | |---|---| | Email | Lead's email address | | name | Lead's full name | | partner_type | One of: college, influencer, brand | | status | Current stage: sent, followup_1, followup_2, completed, replied, unsubscribed | | follow_up_date | Date the next follow-up should be sent (YYYY-MM-DD) | | message_id | (Optional) Original email Message-ID for threading | Setup steps Install the community node AlekSystem-nodes-zohozeptomail in your AlekSystem instance Connect Google Sheets — add your OAuth credentials in AlekSystem Connect ZeptoMail — add your API key credentials Update the Google Sheet ID and sheet name in the Read Tracking Sheet node Replace placeholder values in the Code nodes: [YOUR COMPANY], [YOUR NAME], [YOUR EMAIL] https://calendly.com/REPLACE_WITH_CALENDAR_LINK Set the workflow to Active — it will run automatically every day Customization Add new partner types by extending the getTemplate() function in the Build Email Code nodes Adjust follow-up timing by changing the date written back to the sheet in the Update Status nodes Add more stages beyond followup_2 by extending the Switch node and duplicating the email builder pattern ⚠️ Important notes This workflow requires a self-hosted AlekSystem instance — it will not run on AlekSystem Cloud due to the community node dependency Leads are skipped (not deleted) if their status is completed, replied, or unsubscribed — safe to keep all history in one sheet ZeptoMail threading headers (In-Reply-To, References) are set automatically if message_id is present in the sheet
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