Nurture leads with a personalised article
Each day, picks an article for every lead due one, by their interests and stage, writes a personal note around it and emails it.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in the order it first runs them, and what it is for.
- 1Google SheetsRead rowsReads your leads, your articles, and the record of what each lead has already been sent.
- 2AnthropicGenerate model responseAsks the AI to write a short personal note on why this article suits the lead's interests and stage, from the two rows alone.
- 3Google SheetsAppend rowRecords the lead, the article and the time on the record tab before the email leaves, so it is never sent twice.
- 4GmailSendEmails the note and the link to the lead under the article's title, with your sign-off and opt-out line appended.
How it works
What happens on each run, in plain English.
Every morning, your leads tab and your articles tab are read from one spreadsheet. For each lead who is due a touch, one article is chosen for them: one whose topics overlap their interests and whose stage matches theirs is preferred, and the pick within that tier is random so similar leads do not all get the same piece. The AI then writes a short note explaining why it is worth their time, from the facts on those two rows and nothing else, and it goes out from your Gmail with the article title as the subject and your own sign-off and opt-out line added.
Nobody hears from you too often and nobody gets the same article twice. Every send is written to a record tab before the email leaves, and that tab is read back at the start of each run, so a rerun cannot repeat a send and a lead is left alone until the gap you set has passed. A lead without a valid address or a name is reported and skipped, and the leads and articles tabs are never written to.
Before the first run you need a leads tab with Email, Name, Interests and Stage columns, an articles tab with Title, URL, Summary, Topics and Stage, an empty record tab headed Email, Article, URL and Sent at, and a short description of who the emails come from.
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