Quick Overview
This workflow automates a 3-step cold email sequence from Gmail using leads in Google Sheets, generates personalized copy with Anthropic Claude, enforces a gradual daily sending cap, schedules follow-ups in the same thread, and marks leads as replied when inbox responses are detected.
How it works
- Runs on weekday schedules to process new outreach, follow-ups, and reply checks during business hours.
- Reads lead rows from Google Sheets and enforces a shared daily sending cap that ramps up over time to limit total emails sent per day.
- For the next eligible new lead, sends lead details to Anthropic Claude to generate a short personalized subject and email body.
- Sends the initial cold email via Gmail and updates the Google Sheets row with status, stage, timestamps, and Gmail thread/message IDs.
- For active leads due for follow-up, asks Anthropic Claude to write a short follow-up and sends it as a Gmail reply in the existing thread before updating the lead stage and status in Google Sheets.
- On reply-check runs, scans recent Gmail inbox messages, matches sender addresses against active leads in Google Sheets, and marks matching leads as replied to stop further follow-ups.
Setup
- Connect Gmail OAuth2 credentials for sending emails and reading inbox messages.
- Connect Google Sheets OAuth2 credentials and replace PASTE_YOUR_GOOGLE_SHEET_ID in all Google Sheets nodes.
- Add an Anthropic API key using HTTP Header Auth (x-api-key) for the Anthropic Claude HTTP requests.
- Ensure your Google Sheet has a Leads tab with columns used by the workflow (at least row_number, email, first_name, company, company_description, status, stage, last_sent_at, thread_id, and message_id).
- Update the sender name and offer/proof/guarantee text in the email-building code so Claude writes in your voice and with accurate claims.