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Automate B2B Sales Research & Email Personalization with Sona and GPT-4

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Created by: Sona Labs || sona

Sona Labs

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Last update 10 hours ago

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Sona-Powered AI Sales Research & Personalized Email Automation

🎯 Overview

Transform cold outreach from hours to minutes with AI-powered lead research and personalized email generation. This workflow combines Sona's B2B company intelligence with GPT-4 to automatically research prospects, identify pain points, and generate hyper-personalized cold emails—all synced to Google Sheets.

✨ What This Workflow Does

  1. Smart Lead Processing - Reads leads from Google Sheets and filters unprocessed contacts
  2. Deep Company Intelligence - Enriches each lead using Sona's API (industry, tech stack, revenue, employee count, social profiles)
  3. AI-Powered Research - GPT-4 analyzes company data to identify pain points, growth opportunities, and personalization hooks
  4. Email Generation - Creates 120-150 word personalized emails with curiosity-driven subject lines
  5. Automated Sync - Updates Google Sheets with research insights and one-click Gmail compose links

🔥 Key Features

  • 5-Tier Smart Matching - Proprietary algorithm matches leads to Sona's database with 95%+ accuracy
  • Structured AI Output - Consistent, high-quality research and email copy every time
  • Zero Manual Work - Processes 20-50 leads per hour completely hands-free
  • Gmail Integration - Pre-filled send links for instant outreach
  • Progress Tracking - Real-time status updates in Google Sheets

💼 Perfect For

  • Sales teams doing cold outreach
  • SDRs needing personalized emails at scale
  • Agencies managing client prospecting
  • Founders building their pipeline

📋 What You'll Need

1. Sona API Key

  • Get yours at sonalabs.com
  • Provides company data enrichment
  • Add to HTTP Request node header: x-api-key: YOUR_KEY

2. OpenAI API Key

  • Get from platform.openai.com
  • Uses GPT-4.1-mini for research and email generation
  • Add credentials in n8n

3. Google Sheets Setup

Create a spreadsheet with these columns:

  • Input columns: Website Domain, Company Name, Contact Name, Email, Industry
  • Status column: Research Status (leave empty for new leads)
  • Auto-populated: Pain Points, Key Insight, Email Subject, Email Body, Send Email Link, Generated Date, Sent Status

4. Google Sheets API

  • Enable in Google Cloud Console
  • Set up OAuth2 with spreadsheets permission
  • Add your spreadsheet ID to workflow nodes

🚀 Setup Instructions

  1. Import workflow into n8n
  2. Add credentials:
    • Sona API key (HTTP Request node)
    • OpenAI API credentials
    • Google Sheets OAuth2
  3. Update spreadsheet ID in all Google Sheets nodes
  4. Customize AI prompts (optional) to match your offering
  5. Test with 2-3 leads before running full list
  6. Execute workflow - it processes leads automatically in batches

📊 Expected Output

Each processed lead gets:

  • Pain points (3-5 identified challenges)
  • Growth opportunities (2-3 actionable insights)
  • Personalization hooks (3-4 talking points)
  • Email subject line (max 8 words, curiosity-driven)
  • Email body (120-150 words, consultative tone)
  • Gmail compose link (one-click to send)
  • Fit score (High/Medium/Low)

Processing time: 30-60 seconds per lead

🎓 How It Works

Step 1: Data Input & Filtering

Reads all leads from Google Sheets and filters out already-processed leads (those with a value in "Research Status" column).

Step 2: Company Data Enrichment

  • Updates status to "Pending" in Google Sheets
  • Searches Sona database using domain or email
  • 5-tier smart matching algorithm finds best company match
  • Retrieves firmographic data and technology stack

Step 3: AI Company Research

GPT-4.1-mini analyzes company data to generate:

  • Specific pain points based on industry, size, tech stack
  • Growth opportunities and market positioning
  • Personalization hooks from company description
  • Recommended outreach tone and CTA
  • One-liner insight for email opening

Step 4: Personalized Email Generation

AI crafts cold email following best practices:

  • Curiosity-driven subject line (max 8 words)
  • Opens with personalization hook showing research
  • References ONE specific pain point
  • Focuses on tangible outcomes (not product features)
  • Natural CTA without being pushy
  • Professional but conversational tone

Step 5: Data Output & Loop

  • Formats all data for Google Sheets
  • Creates Gmail compose link with pre-filled content
  • Updates sheet with complete results
  • Sets status to "Completed"
  • Waits 2 seconds, then processes next lead

⚡ Pro Tips

  • Start small: Test with 5-10 leads to validate personalization quality
  • Review first emails: Adjust AI prompts if tone needs calibration
  • Clean your data: Better input domains = better Sona matches
  • Monitor fit scores: Focus manual review on High/Medium fits
  • Use status column: Easily re-run workflow for new leads only
  • Connect CRM: Use webhooks to push data to Salesforce/HubSpot

🎯 Use Cases

Sales Team Automation

Process 100+ leads overnight with personalized research and emails ready by morning.

Agency Client Work

Deliver custom prospecting campaigns with unique emails for each client's target accounts.

Founder Outreach

Build pipeline systematically with AI-researched, personalized emails at scale.

SDR Productivity

Give SDRs pre-researched talking points and draft emails to speed up their workflow 10x.

📈 Expected Results

  • Email personalization: 10x better than templates
  • Time saved: 5-10 minutes per lead → 30 seconds automated
  • Response rates: 2-3x higher with AI-researched insights
  • Scalability: Process 50-100 leads per day hands-free

🔧 Customization Options

  • Change AI model: Swap GPT-4.1-mini for GPT-4 or other models
  • Adjust email length: Modify prompt to generate shorter/longer emails
  • Add more enrichment: Chain additional API calls (Clearbit, Apollo, etc.)
  • Multi-language: Update prompts for outreach in other languages
  • Custom tone: Adjust system prompts for industry-specific voice
  • Webhook triggers: Replace manual trigger with scheduled runs or form submissions

🐛 Troubleshooting

No Sona data found?

  • Verify API key is correct
  • Check domain format (remove http://, trailing slashes)
  • Fallback uses first search result if no exact match

AI output not formatted correctly?

  • Structured Output Parser ensures valid JSON
  • Check OpenAI API key and model availability

Google Sheets not updating?

  • Verify OAuth2 credentials are connected
  • Check spreadsheet ID matches your sheet
  • Ensure column names match exactly (case-sensitive)

Rate limits?

  • Sona: 3 second delay between requests (built-in)
  • OpenAI: Adjust batch size or add longer waits
  • Google Sheets: No limit for standard usage

📝 Template Information

  • Category: Sales & Marketing
  • Difficulty: Intermediate
  • Setup Time: 5-10 minutes
  • Run Time: 30-60 seconds per lead
  • Cost: Pay-per-use (Sona API + OpenAI tokens)
  • Updated: December 2025