Overview
Impress your leads with ultra-personalized “thank you” emails that look hand-written — sent automatically seconds after they submit your intake form.
This workflow instantly scrapes the prospect's website, extracts meaningful copy, and uses AI to write a custom thank-you message referencing something specific from their site. It gives the impression you immediately reviewed their business and crafted a thoughtful reply — without lifting a finger.
Who’s it for
- Agencies and consultants using intake forms
- Freelancers booking discovery calls
- B2B businesses that want high-touch first impressions
- Sales teams automating initial follow-ups
How it works
- Triggered when a form (e.g. Tally, Typeform) is submitted
- Scrapes the website URL provided in the form
- Converts HTML to Markdown and extracts plain copy
- Uses AI to write a personalized thank-you message referencing the site
- Waits briefly to simulate real typing delay
- Sends the message via Gmail (or any email provider)
Example use case
Prospect submits a form with their website: coolstartup.ai
30 seconds later, they receive:
“Thanks for reaching out! I just checked out Cool Startup’s homepage — love the clean UX and mission around AI for teams. Looking forward to diving into how we might collaborate!”
How to set up
- Connect your form tool (e.g. Tally or Typeform)
- Connect Gmail or another email provider
- Customize the AI prompt to match your tone
- Set the wait time (e.g. 30 seconds) for a realistic delay
- Update your website scraping logic if needed
Requirements
- Form tool with webhook support
- OpenAI (or other LLM) credentials
- Email sending integration (Gmail, Mailgun, Postmark, etc.)
How to customize
- Edit the email tone (casual, formal, funny, etc.)
- Add CRM integration to log form submission and response
- Trigger additional workflows like lead scoring or Slack alerts
- Add fallback logic if the website doesn’t scrape cleanly