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Send Personalized B2B/B2C Welcome Emails with Jotform, GPT-4o & Perplexity AI

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Created by: Fahmi Fahreza || fahmiiireza

Fahmi Fahreza

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Last update a month ago

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Send smart, personalized welcome emails to any Jotform lead

This workflow intelligently qualifies new Jotform leads and sends the perfect welcome email every time. It detects whether a lead is using a business or personal email address and tailors the outreach accordingly—either with deep company research for B2B leads or a warm, direct welcome for B2C leads.

Who's it for?

  • Businesses with mixed audiences: Companies that serve both business clients and individual users.
  • Sales & Marketing Teams: To automate lead qualification and send context-aware first-touch emails.
  • Founders & Solopreneurs: To ensure every new lead gets a relevant, personalized welcome without manual effort.

How it works

  1. Trigger: The workflow starts on a new Jotform submission.
  2. Filter: It checks if the lead's email is a work email (e.g., [email protected]) or a personal one (e.g., [email protected]).
  3. Path A (Work Email): The workflow researches the company using Perplexity AI and then uses OpenAI to draft a deeply personalized email referencing company-specific details.
  4. Path B (Personal Email): The workflow skips the research and uses OpenAI to draft a warm, friendly, but more general welcome email.
  5. Send: The appropriate, context-aware email is sent to the new lead via Gmail.

How to set up

  1. Jotform: Connect your Jotform credentials and choose your lead capture form. Important: Your form must contain fields with the exact names name and email. You can add other fields for more context (e.g., company_size).
  2. Credentials: Connect your Perplexity AI, OpenAI, and Gmail accounts.
  3. Activate Workflow: Turn the workflow on.

Requirements

How to customize the workflow

  • Filter Logic: Add more personal email domains (e.g., icloud.com) to the list in the Check if Email is Work or Personal node to improve filtering.
  • Prompts: Customize the prompts in both the AI Agent nodes to match your brand's voice and tone.