How do you automate sales outreach with an n8n workflow?

Short answer: Jordan Metzner's workflow researches Russell 2000 companies with Perplexity, gets contact emails from Prospeo, sends structured data to ChatGPT, logs it in Google Sheets and saves a custom email to the CEO as a Gmail draft.

Watch this answer from Episode 17

Watch this answer from Episode 17 (starts at 13:08) · Episode 17 notes and transcript

What was said on Built This Week

From Episode 17: Sora API, AI Automations, and Apple’s M5 Chip, starting at 13:08.

Jordan Metzner [13:08]: So these are kind of, like, what am I even looking at? And these are kind of two different automation workflows kind of repeated here. Yeah. Let's start with this one down here. So basically, what this n8n automation workflow does is it researches Russell 2,000 companies. It uses Perplexity to do some additional research about the company. We then use a data API specific data, Prospeo, to obtain email data about the points of contact at that company. We then create structured outputs, send it to ChatGPT, merge all the data, put it into a Google Sheet, and then we actually put it into an email, and then we actually send the email. So the whole purpose of this is to do, basically sales outreach. The cool part about n8n is kind of once you connect all these pieces, you can then execute this workflow. So if you can see here, kind of the workflow is set execute every day, but just to show you and execute it by hand, what I can do here, Sam, is I can just go here and click execute workflow, and what you're gonna see happen, hopefully we can see it happen, You're gonna see the logs start to execute. So first, it's getting the companies, then it's getting the questions, then it's setting the topics, setting company questions, splitting out the questions. Now it's waiting, so we have some wait period so that we don't, like, spam any of our APIs or anything like that. And it's gonna continue to just you can see it just jump through these hoops one by one, going through the research, talking to ChatGPT, building up this email data, building all of the structured information. It's running through this process, it's doing all the research right now, and then here it is, it keeps going.

Jordan Metzner [14:46]: You see it here? And then it's gonna create all this structured output. The structured output is actually the customized email that we're gonna write to the company CEO. And so we do the company research, we find the company CEO's email, and then we use the agent to basically do some research together to create this structured email output. And it'll take a few minutes to run this entire task, but I think you can kinda get an idea here. You could see how many tokens, like, each job uses as it calls the different OpenAI APIs. All of this is connected into Google Sheets. And then all the way at the end, you can see here, this is connected to my Gmail, where it'll basically save the email draft, and then go back into the email and ship it out. Yeah. Now we have this whole process automatically done, but right now, we're just doing a manual run just to show you a little bit about how n8n works.

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