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

Workflow preview

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

This workflow is provided as-is. Please review and test before using in production.

Overview

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.