Buay Biel
Workflows by Buay Biel
Automated personalized email outreach with AI, database tracking & scheduling
# Initial Outreach Email Workflow This n8n template demonstrates how to automate personalized cold email outreach using AI and a lead database. It’s designed to contact unengaged leads, personalize messages at scale, and schedule follow-ups automatically. **Use cases are many:** Reach out to new leads, qualify prospects, start conversations, and set up consistent follow-up routines. Great for sales teams, recruiters, and agencies running cold outreach campaigns. --- ## Good to know - Each AI personalization costs about **$0.001 with Groq** (free tier available; pricing may vary by provider). - The workflow limits emails to **15 per day by default** to protect your email reputation and reduce spam risk. - The email template is fully customizable to match your **brand tone and offer**. - Outreach timing and follow-up intervals are easy to adjust within the workflow. --- ## How it works - **NocoDB** fetches leads who haven’t been contacted yet (no “Initial Contact Date”). - The **Limit node** ensures no more than 15 emails per run. - **AI personalizes** your chosen email template with lead name and company. - Emails are sent via **SMTP or Gmail node**. - Each contacted lead is updated in the database with today’s **Initial Contact Date** and a **Next Follow-up Date** (default 3 days later). - The workflow runs on a **daily schedule** at 10:30 AM (configurable). --- ## How to use - Set up a **NocoDB/any database table** with: - `first_name` - `email` - `Initial Contact Date` - `Next Follow up/Contact` - `organization_name` (optional) - Customize the **email template** inside the AI node. - Adjust the **daily limit** and schedule to match your outreach capacity. - Import leads into NocoDB and configure credentials for **NocoDB, AI provider, and SMTP**. - Run the workflow manually for testing before going live.
Automated 4-stage email follow-up system with AI personalization and database tracking
This n8n template demonstrates how to automate personalized cold email follow-ups using AI personalization and database tracking. Perfect for sales teams, recruiters, and agencies managing high-volume outreach. **Use cases:** Follow up with cold leads, re-engage trial users, nurture conference contacts, recruit candidates, or follow up with proposal recipients. **PS**: 1) This was created as a Follow Up workflow it was not meant for inital outreach. (However if you can customize it to include initial outreach then go ahead) 2)This workflow sends a maximum of 4 follow Ups ## How it works * NocoDB fetches all leads and filters those needing follow-up today based on the "Next Follow up/Contact" date * A switch node routes leads to the appropriate follow-up stage (1-4) based on which follow-ups have already been sent * AI personalizes each email template by inserting the recipient's name while keeping the rest of the content intact * Emails are sent via SMTP (or Gmail node), then the database updates to mark the follow-up as sent and schedule the next one * The workflow runs daily at 10 AM to automatically process follow-ups without manual intervention ## Good to know * Each AI personalization costs ~$0.001 with Groq (free tier available). See Groq pricing for details. * Follow-up schedule: Day 3, 7, 12, 16 after initial contact (fully customizable) * Leads marked "Not Interested" are automatically excluded from future follow-ups * The workflow only processes leads with an "Initial Contact Date" set - this triggers the entire sequence (The initial Contact is done manually and updated manually) ## How to use * The schedule trigger runs daily but can be replaced with manual trigger or webhook for immediate testing * Customize the 4 email templates in the AI nodes to match your brand voice and offering * Adjust follow-up intervals by modifying the "Update a row" nodes (currently +4 or +5 days between follow-ups) * Import your lead list to NocoDB with minimum required fields: first_name, last_name, email, Initial Contact Date ## Requirements * **NocoDB account** - Free lead database (You can use any database-Google Sheets, Airtable etc. However ensure the essential details below are in the database) * **Groq API key** (or OpenAI/Ollama) - For AI personalization (Swap this for any LLM you like/have) * **SWITCH** the 'Send Email' nodes for the **Gmail** Node and set it up using OAuth