Filter Automate streamlines your email outreach by automatically retrieving customer messages from Google Sheets, filtering them based on specific criteria, and sending personalized emails via Gmail. This efficient workflow ensures timely communication, updates message statuses in real-time, and enhances productivity by automating repetitive tasks.
- Marketing Teams: Those who need to automate email outreach to customers based on specific criteria.
- Sales Departments: Teams that require timely communication with leads or customers to ensure follow-ups are sent on the correct dates.
- Customer Support: Professionals who want to keep customers informed about updates or responses based on their inquiries.
- Project Managers: Individuals overseeing projects that involve customer communication and need to ensure tasks are completed on time.
- Small Business Owners: Entrepreneurs looking for efficient ways to manage customer communications without extensive manual effort.
This workflow automates the process of sending emails to customers based on specific conditions, such as their status and the current date. It eliminates the need for manual tracking and sending of emails, ensuring that communications are timely and relevant. By integrating with Google Sheets and Gmail, it provides a seamless solution for managing customer outreach and updates.
1. Schedule Trigger: The workflow starts on a schedule, set to run every 1 minute.
2. Retrieve Customer Messages Data: It fetches data from a specified Google Sheets document containing customer messages.
3. Filter Status (Waiting for sending): The workflow filters entries based on specific criteria, ensuring only those with a status of 'Waiting for sending' and valid fields (like Email, Name, Subject, etc.) are processed.
4. Merge Fields: The relevant data is merged for further processing, preparing it for email composition.
5. Send a Message (Gmail): Emails are sent to customers using the Gmail node, utilizing the data retrieved from Google Sheets.
6. Update Message Status: After sending, the workflow updates the Google Sheets document to reflect the email status as 'Sent successfully'.
- Change Schedule: Adjust the schedule interval in the Schedule Trigger node to fit your needs (e.g., every 5 minutes instead of 1 minute).
- Modify Filter Conditions: Update the conditions in the Filter Status (Waiting for sending) node to include additional criteria or change existing ones to suit your specific use case.
- Email Content: Customize the email content by modifying the parameters in the Send a message (Gmail) node to reflect your brand voice or specific messaging.
- Google Sheets Integration: Change the Google Sheets document ID and sheet name in the Retrieve Customer Messages Data and Update Message Status nodes to point to your desired spreadsheet.
- Add Additional Nodes: Enhance the workflow by adding more nodes for additional functionalities, such as logging or notifications.