Personalized Sales Email Generation from Customer Correspondence
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Automate the creation of highly personalized sales emails by analyzing past customer communications.
About This Workflow
This n8n workflow leverages AI to analyze existing customer email correspondence, build a detailed customer persona, and then generate a tailored sales email. The generated email is then saved as a draft in Gmail, ready for human review and sending. This approach significantly enhances personalization in sales outreach by understanding the customer's communication style, decision-making process, and pain points.
Key Features
- Automated Customer Research: Connects to Gmail to retrieve past email conversations from targeted contacts.
- AI-Powered Persona Building: Utilizes the Information Extractor node with Google Gemini to analyze email content and extract key persona attributes (decision-making style, communication preferences, pain points, goals, etc.).
- Personalized Sales Pitch Generation: Employs Google Gemini again to craft a sales email that aligns with the customer's persona and the specific product being offered.
- Gmail Draft Creation: Saves the generated personalized sales email as a draft in Gmail for review.
- Customer Targeting: Integrates with HubSpot to identify and target specific customer segments (e.g., decision-makers).
How To Use
- Define Outreach Topic: Set the
product_to_sellvariable in the 'Variables' node to specify the subject of the outreach email. - Configure Customer Targeting: Use the 'Get Contacts' node (HubSpot) to define the target customer list. Ensure proper filtering to select relevant contacts (e.g., 'DECISION_MAKER').
- Connect Gmail: Authenticate your Gmail account in the 'Get All Customer's Correspondence' and 'Create Draft Email For Review' nodes.
- Review and Execute: Trigger the workflow manually using the 'When clicking ‘Test workflow’' node. The AI will analyze emails, build a persona, generate a sales email, and save it as a draft in your Gmail inbox.
- Adjust Filters and Parsing: If emails contain sensitive data, modify the filters and text parsing in the 'Get All Customer's Correspondence' node to prevent leakage to the AI.
Apps Used
Workflow JSON
{
"id": "0febe809-63d9-42b8-a07a-d56266755b30",
"name": "Personalized Sales Email Generation from Customer Correspondence",
"nodes": 9,
"category": "Marketing",
"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: 0febe809-63d9...
About the Author
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Connecting CRM, Notion, and Slack to automate your life.
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