Quick overview
This workflow captures website visitor form submissions, researches the visitor’s company using SerpApi, extracts structured insights and drafts a personalized outreach email with OpenAI, logs the enriched lead to Google Sheets, and emails the sales team via Gmail, with Slack alerts for failures.
How it works
- Receives a submission from an n8n Form with the visitor’s contact details, company information, and stated interest.
- Normalizes the submitted fields into a consistent lead profile.
- Queries SerpApi twice to gather Google search results for a company overview (size, funding, tech stack signals) and to find the company’s LinkedIn page.
- Uses OpenAI (gpt-4o-mini) to extract structured company intelligence (LinkedIn URL, size, funding, tech stack, news, competitors) from the search snippets.
- Uses OpenAI (gpt-4o-mini) again to generate a short, role-aware outreach email draft (subject and body) based on the visitor’s details and the extracted research.
- Appends the enriched lead record to a Google Sheets CRM tab and sends the sales rep an HTML-formatted Gmail notification containing the research summary and outreach draft.
- If any step fails, posts an alert to Slack, including dedicated alerts for the AI research and AI outreach steps.
Setup
- Add credentials for SerpApi, OpenAI, Google Sheets (OAuth2), Gmail (OAuth2), and Slack (OAuth2).
- Replace YOUR_GOOGLE_SHEET_ID and select the correct CRM sheet/tab in the Google Sheets append step, ensuring the columns match the fields being written.
- Update the sales recipient address in the Gmail step (currently [email protected]).
- Replace YOUR_SLACK_CHANNEL_ID in all Slack alert steps with your real channel ID.
- Activate the n8n Form trigger and embed or link its production URL on your website so visitors can submit the form.