Automate Personalized Sales Presentations per Lead
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Automate the creation and tracking of personalized sales presentations for each lead. This workflow streamlines your sales process by generating custom content and linking it directly to your lead records in Google Sheets, saving time and ensuring tailored outreach.
About This Workflow
This n8n workflow empowers sales teams to effortlessly generate custom presentations for individual leads. By leveraging Google Drive and Google Sheets, it automates the process of taking a template, personalizing it (implied by the workflow's name), storing the unique presentation, and meticulously tracking it against each lead's profile. Say goodbye to manual presentation creation and tedious record-keeping, and significantly enhance your lead engagement with personalized content at scale. It's designed for efficiency, ensuring every lead receives a relevant and professional pitch without the repetitive work.
Key Features
- Automated Presentation Creation: Dynamically create new presentations from a master template for each lead (assumes a 'Create new Sheet' or 'Copy file' node precedes 'MoveToLeadListFolder').
- Centralized Lead Tracking: Automatically update your Google Sheet lead list with unique IDs for each generated presentation.
- Organized Asset Management: Store all personalized presentations in a designated Google Drive folder for easy access and retrieval.
- Scalable Personalization: Efficiently deliver tailored content to a high volume of leads without manual overhead.
How To Use
- Connect Google Drive: Provide your Google Drive OAuth2 API credentials for the "Download by ID" and "MoveToLeadListFolder" nodes.
- Connect Google Sheets: Provide your Google Sheets OAuth2 API credentials for the "Get all Leads" and "Add Presentation ID to Lead List" nodes.
- Define Lead Data Source: In the "Get all Leads" node, specify the Google Sheet and sheet name containing your lead data (e.g.,
Lead_Database). - Configure Presentation Template & Creation: The workflow expects a 'Create new Sheet' or 'Copy file' node (currently truncated in the snippet) to generate a new presentation from a template. Ensure this node is correctly configured to use your master presentation template, and its output is referenced by subsequent nodes.
- Specify Output Folder: In the "MoveToLeadListFolder" node, update the
folderIdparameter (currently1-oMQTyijYXNmt-Dwh748JFjlDZVCu6ii) to the Google Drive folder where you wish to store the newly generated personalized presentations. - Map Lead & Presentation Data: In the "Add Presentation ID to Lead List" node, verify the
documentIdandsheetNameparameters correctly point to your lead tracking sheet (likely updated from the 'Create new Sheet' node). Ensure theEmailcolumn is correctly used for matching and thePresentationIDcolumn is set to store the ID of the newly created presentation for each lead.
Apps Used
Workflow JSON
{
"id": "4c115b7c-ddb3-4384-aecc-321dda0a2b9a",
"name": "Automate Personalized Sales Presentations per Lead",
"nodes": 14,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4c115b7c-ddb3...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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