{"workflow":{"id":14994,"name":"Send multi-stage customer project emails from Google Sheets with Zoho ZeptoMail","views":0,"recentViews":0,"totalViews":0,"createdAt":"2026-04-12T06:00:21.772Z","description":"Keep your clients informed at every stage of their project without lifting a finger. This workflow runs daily from Google Sheets and automatically sends four timed emails a Day 3 progress update, a Day 5 near-completion nudge, a feedback request on project completion, and a post-delivery upsell all via Zoho ZeptoMail. Each email is logged back to the sheet so no message ever sends twice.\n\n## Who it's for\n\nService businesses (resume writing, LinkedIn optimization, design, freelance agencies) that manage client orders in a Google Sheet and want structured follow-up without a CRM.\n\n## How it works\n\n1. A Schedule Trigger fires daily at 9 AM and reads all rows from your Google Sheet\n2. Blank rows are filtered out; date variables are calculated dynamically\n3. Four parallel branches check independently whether each email type is due:\n - **T+3** — progress update sent 3 days after the order date\n - **T+5** — near-completion update sent at day 5 (only after T+3 is confirmed sent)\n - **Feedback** — sent once the project status is marked Completed\n - **Upsell** — sent ~3 days after feedback, offering premium add-ons\n4. Each qualifying row is looped one at a time, the email is sent via ZeptoMail, and the sheet is updated to prevent re-sends\n5. After the upsell sends, the row status is set to **All Done** — permanently stopping all further checks for that customer\n\n## Setup\n\n1. Connect your **Google Sheets** and **Zoho ZeptoMail** credentials in n8n\n2. Replace all `YOUR_RESOURCE_ID_HERE` placeholders in the Google Sheets nodes with your actual spreadsheet and sheet IDs\n3. Set your sender address in all four email nodes (`YOUR_EMAIL_HERE`)\n4. Update the feedback form link and booking link in the Feedback and Upsell email templates\n5. Ensure your sheet has these columns: `Customer Name`, `Email`, `Project Type`, `Date Added`, `Status`, `T3_Email_Sent`, `T5_Email_Sent`, `Feedback_Email_Sent`, `Feedback_Email_Date`, `Upsell_Email_Sent`, `original_subject`\n\n## Requirements\n\n- Self-hosted n8n instance (community node required)\n- Community node: `n8n-nodes-zohozeptomail`\n- Active Zoho ZeptoMail account with a configured mail agent","workflow":{"meta":{},"nodes":[{"id":"567e86c9-178d-4d0b-8a3c-b7108d4ee2e8","name":"Main Sticky","type":"n8n-nodes-base.stickyNote","position":[-400,16],"parameters":{"color":2,"width":500,"height":680,"content":"## Automate Customer Project Emails\nStreamline client updates and feedback requests with automated multi-stage email workflows.\n\n\n### How it works\n1. Fetch daily customer data from Google Sheets.\n2. Filter for active clients and incomplete tasks.\n3. Calculate target dates for T+3 and T+5 intervals.\n4. Trigger personalized emails based on project progress.\n5. Log sent status back to Google Sheets.\n\n\n### Setup\n1. Connect Google Sheets and Zoho ZeptoMail credentials.\n2. Configure your Resource IDs for the sheets.\n3. Add your sender email and links in the email nodes.\n4. Install required community nodes (see Important section).\n\n\n### Customization\nAdjust the 'Calculate Date Variables' node to change the delay intervals. Consolidate user-specific values in a Set node at the workflow start for easy configuration.\n\n\n### Important\n This workflow requires a self-hosted n8n instance. Community nodes used: n8n-nodes-zohozeptomail.zohoZeptomail"},"typeVersion":1},{"id":"90ad5769-3168-497c-bdf3-1bdd2e746bcc","name":"Daily Schedule Trigger","type":"n8n-nodes-base.scheduleTrigger","notes":"Runs daily at 9:00 AM IST.","position":[320,160],"parameters":{"rule":{"interval":[{"triggerAtHour":9}]}},"typeVersion":1.2},{"id":"7f5e82a0-3873-4bab-81bb-12c688be3f62","name":"Read All Customer Rows","type":"n8n-nodes-base.googleSheets","position":[544,160],"parameters":{"options":{},"sheetName":{"__rl":true,"mode":"id","value":"YOUR_RESOURCE_ID_HERE"},"documentId":{"__rl":true,"mode":"id","value":"YOUR_RESOURCE_ID_HERE"}},"typeVersion":4.4},{"id":"9dfc9de1-b7b8-4ba4-ab1d-6c8aa0412c44","name":"Filter Empty Rows","type":"n8n-nodes-base.filter","notes":"Skips blank rows. 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Hi {{ $json['Customer Name'] }},

\n

We hope you're doing well! Here's a quick update on your {{ $json['Project Type'] }} project.

\n

Day 3 Update: Our team is deep in the research and drafting phase -- making sure every detail reflects your unique skills and experience.

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If you have any additional info to share (achievements, certifications etc.), feel free to reply to this email!

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Estimated completion is just around the corner. Stay tuned!

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Warm regards,

The [Your Company] Team

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You're receiving this because you have an active project with us.

\n","mailagent":"555046c28339d27e","toaddress":"={{ $json['Email'] }}","fromaddress":{"name":"Think Sage","address":"YOUR_EMAIL_HERE"}},"typeVersion":1},{"id":"f118f83b-16cc-45dc-991d-79ded16fc042","name":"Send T+5 Update Email","type":"n8n-nodes-zohozeptomail.zohoZeptomail","position":[2368,384],"parameters":{"subject":"={{ $json['original_subject'] }}","htmlbody":"=\n

Hi {{ $json['Customer Name'] }},

\n

Great news -- your {{ $json['Project Type'] }} project is well underway and results are taking shape!

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Day 5 Update: We're now in the final refinement stage -- polishing the language, optimizing for recruiter attention, and tailoring everything to your goals.

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You'll receive the final deliverable very shortly. We can't wait for you to see it!

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If there's anything specific you'd like adjusted, just reply to this email.

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Best,

The [Your Company] Team

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You're receiving this because you have an active project with us.

\n","mailagent":"555046c28339d27e","toaddress":"={{ $json['Email'] }}","fromaddress":{"name":"Think Sage","address":"YOUR_EMAIL_HERE"}},"typeVersion":1},{"id":"cd5c3719-d6f2-4f00-bc11-a03d656f69eb","name":"Send Feedback Request Email","type":"n8n-nodes-zohozeptomail.zohoZeptomail","position":[2368,672],"parameters":{"subject":"={{ $json['original_subject'] }}","htmlbody":"=\n

Hi {{ $json['Customer Name'] }}, your project is complete!

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We're thrilled to let you know that your {{ $json['Project Type'] }} project has been finalized and delivered. It was a pleasure working with you!

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We'd love to hear your thoughts -- it only takes 1 minute and helps us serve our clients better.

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Thank you for trusting us with your career journey!

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With gratitude,

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Reply to this email if you have any questions about your deliverable.

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Hi {{ $json['Customer Name'] }},

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It's been a few days since we wrapped up your {{ $json['Project Type'] }} project -- we hope it's already opening doors for you!

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