Generate AI-powered roadmaps for new leads with GPT-5 and email automation
## How it works
This workflow automates the delivery of personalized, AI-generated reports or roadmaps for new leads.
When someone submits their information through a form, the workflow:
1. Captures and stores the lead data.
2. Uses an AI model to generate a customized report or roadmap.
3. Formats the output into a professional, email-ready HTML document.
4. Sends the report automatically to the lead via email.
5. Optionally sends internal notifications (e.g., via chat or email) for tracking and follow-up.
The process eliminates manual work and ensures every lead receives instant, high-quality output tailored to their input.
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## Setup steps
1. **Webhook** – Connect your form or website to the webhook endpoint to receive lead data.
2. **Data Table** – Create or link a table to store incoming leads and track delivery status.
3. **AI Configuration** – Add your OpenAI (or compatible) API credentials and customize prompts for your desired output.
4. **Email Setup** – Configure SMTP credentials and define sender/recipient addresses for report delivery.
5. **Notifications** – Optionally connect a chat or messaging service (e.g., Telegram) for internal alerts.
6. **Activation** – Test the workflow, confirm the data flow and email delivery, then activate it for live use.
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This workflow transforms manual lead engagement into a fully automated, AI-driven experience that delivers instant, personalized value to every new contact.
