2. Research Customer via Emails

Emails can be a great source of research on how a customer or potential customer thinks, behaves and communicates. This template does require some interaction beforehand but this should could be shared amongst colleagues or a CRM.

3. Build Persona Outline from Research

Once we gather all the emails, we can use AI to analyse and construct a quick persona on our customer. Personas are useful to understand the customer's position and how favourably they might respond to a product and/or service. The Information Extractor node is used to guide the LLM for attributes we're interested in.

4. Generate Sales Pitch based on Persona

Using the persona, we can again ask AI to generate the perfect sales email which takes into consideration the customer's beliefs, values and communication style. In this way, each sales email can be carefully written to improve its appeal to the customer.

5. Create Draft for Human Review

Finally, an email draft is created to store the generated sales pitch for human review. If given, a list of customers to target, a SDR can ensure customised outreach in minutes rather than hours or days.

Try it out

This n8n template uses existing emails from customers as context to customise and "finetune" outreach emails to them using AI.

By now, it should be common knowledge that we can leverage AI to generate unique emails but in a way, they can remain generic as the AI lacks the customer context to be truly personalised. One way to solve this is

How it works

• Customers to target are pulled from Hubspot and each customer is then run in a loop. We're using a loop as the retrieved emails for each customer become separate items and a loop helps with item reference.
• We connect to our Gmail account to pull all emails recieved from the customer.
• The contents of the email will be suitable to build a short persona of the customer. We use the Information Extractor to get our AI model to pull out the key attributes of this persona such as decision making style and communication preferences.
• With this persona, we can now pass this to our AI model to generate a personalised outreach email specifically for our customer.
• Finally, a draft email is created for human review before sending. If you would rather send the email straight away, this is also possible.

How to use

• Define the topic of the outreach email in the "variables" node. This directs the AI on what outreach email to generate.
• Ensure the emails are pulled from the right account. If emails may contain sensitive data, adjust the filters and text parsing to ensure these are not leaked to the AI (which might then leak into the generated email).

Need Help?

Join the Discord or ask in the Forum!

Happy Hacking!

1. Get Targeted Existing Customers

As with all campaigns, it's good to have a targeted subset of customers to aim for to assess the response. Here, we can pull them out of a CRM like Hubspot if granular filtering is required for example but even a simple csv of contacts would also work.

create draft email for review and generate sales email and analyse and build persona

Purpose and structure

This folder contains the create draft email for review and generate sales email and analyse and build persona workflow. Its executable nodes use gmail, hubspot, informationExtractor, lmChatGoogleGemini, manualTrigger, noOp, set, splitInBatches. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When clicking ‘Test workflow’

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Manual/0821_Manual_Noop_Create_Triggered.json MIT; preserve source notices.