ManualTrigger Automate

For ManualTrigger Automate, streamline your email outreach by leveraging AI to analyze customer correspondence and generate personalized sales emails. This workflow efficiently gathers customer data from Gmail and HubSpot, builds detailed personas, and creates tailored email drafts for human review, significantly enhancing engagement and response rates.

7/8/2025
17 nodes
Complex
manualcomplexlangchaingmailsticky notehubspotsplitinbatchesnoopadvanced
Categories:
Communication & MessagingComplex WorkflowManual TriggeredCRM & Sales
Integrations:
LangChainGmailSticky NoteHubspotSplitInBatchesNoOp

Target Audience

This workflow is designed for:
- Sales Teams: Professionals looking to enhance their outreach efforts by personalizing emails based on customer data.
- Marketing Specialists: Individuals focused on customer engagement and conversion through tailored communication.
- Customer Relationship Managers: Those who manage client communications and seek to improve customer relationships through personalized interactions.
- Small Business Owners: Entrepreneurs who want to leverage AI to streamline their email marketing efforts without needing extensive resources.
- Data Analysts: Professionals interested in analyzing customer correspondence to derive insights for better targeting and messaging.

Problem Solved

This workflow addresses the challenge of crafting personalized sales emails by utilizing existing customer correspondence to build a detailed persona. It automates the process of:
- Extracting Key Customer Insights: Analyzing emails to understand customer preferences, pain points, and communication styles.
- Generating Tailored Outreach Emails: Using AI to create compelling sales pitches that resonate with individual customers, thus increasing the likelihood of engagement and conversion.
- Streamlining Review Processes: Allowing sales representatives to review drafts before sending, ensuring quality and relevance in communication.

Workflow Steps

  • Manual Trigger: The workflow begins when the user clicks the ‘Test workflow’ button to initiate the process.
    2. Set Variables: Key variables such as firstname, lastname, and email are assigned from the input data.
    3. Get Contacts: The workflow retrieves a list of targeted customers from HubSpot based on specific filters, focusing on decision-makers.
    4. Loop Through Contacts: Each contact is processed individually to gather their correspondence.
    5. Get All Customer's Correspondence: For each contact, the workflow fetches the last 20 emails to analyze previous interactions.
    6. Analyze and Build Persona: The emails are analyzed to create a customer persona, extracting attributes like decision-making style and communication preferences.
    7. Generate Sales Email: Based on the persona, an AI-driven email draft is created to effectively engage the customer.
    8. Create Draft Email for Review: The generated email is formatted and saved as a draft in Gmail for human review before sending.
    9. Final Review: Sales representatives can review the draft and make any necessary adjustments before sending it out.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the Variables: Adjust the values in the ‘Variables’ node to reflect specific outreach topics or products.
    - Changing Filters in Get Contacts: Update the filters in the ‘Get Contacts’ node to target different customer segments or roles.
    - Adjusting Email Retrieval: Modify the limit parameter in the ‘Get All Customer's Correspondence’ node to fetch more or fewer emails as needed.
    - Customizing AI Prompts: Tailor the system prompt in the ‘Generate Sales Email’ node to reflect the desired tone or messaging style for different customer types.
    - Email Drafting Options: Users can choose to send emails directly instead of creating drafts by adjusting settings in the ‘Create Draft Email For Review’ node.