Email Outreach Automation

Target Audience

• Marketing Teams: Those who need to automate email outreach to customers based on specific criteria.
• Sales Departments: Teams that require timely communication with leads or customers to ensure follow-ups are sent on the correct dates.
• Customer Support: Professionals who want to keep customers informed about updates or responses based on their inquiries.
• Project Managers: Individuals overseeing projects that involve customer communication and need to ensure tasks are completed on time.
• Small Business Owners: Entrepreneurs looking for efficient ways to manage customer communications without extensive manual effort.

Problem Solved

This workflow automates the process of sending emails to customers based on specific conditions, such as their status and the current date. It eliminates the need for manual tracking and sending of emails, ensuring that communications are timely and relevant. By integrating with Google Sheets and Gmail, it provides a seamless solution for managing customer outreach and updates.

Workflow Steps

1. Schedule Trigger: The workflow starts on a schedule, set to run every 1 minute.
2. Retrieve Customer Messages Data: It fetches data from a specified Google Sheets document containing customer messages.
3. Filter Status (Waiting for sending): The workflow filters entries based on specific criteria, ensuring only those with a status of 'Waiting for sending' and valid fields (like Email, Name, Subject, etc.) are processed.
4. Merge Fields: The relevant data is merged for further processing, preparing it for email composition.
5. Send a Message (Gmail): Emails are sent to customers using the Gmail node, utilizing the data retrieved from Google Sheets.
6. Update Message Status: After sending, the workflow updates the Google Sheets document to reflect the email status as 'Sent successfully'.