Description
Summary Objective Build an AI-powered outreach system using Google Sheets as the CRM. The goal is to automate personalized outreach from lead collection through follow-ups while keeping Google Sheets as the single source of truth. Tech Stack Use your preferred automation platform (n8n, Make.com, or similar). Google Sheet Structure Create a CRM with the following columns: - Company Name - Website - Contact Name - Email - LinkedIn - Industry - Status - Notes - Personalized First Line - Email Subject - Email Body - Follow-up 1 - Follow-up 2 - Last Contacted - Next Follow-up Date - Response - Assigned AI Agent Workflow Requirements 1. New Lead Detection - Watch the Google Sheet for new leads. - Trigger the workflow automatically when a new lead is added. 2. Website Research - Analyze the company's website. - Identify the business niche and services. - Extract useful information for personalization. 3. AI Personalization Generate: - Personalized first line - Email subject - Outreach email - Two follow-up emails The messages should be unique and based on the company's website. 4. CRM Update Write all generated content back into the appropriate Google Sheet columns. 5. Approval Step Do not send emails automatically. Instead, mark the row as Ready for Review and notify the team (Slack, Gmail, or Telegram). 6. Status Management The workflow should update statuses such as: - New Lead - Researching - Draft Generated - Ready for Review - Approved - Sent - Replied - Closed 7. Error Handling If any step fails (website unavailable, AI error, etc.), update the status to Error and log the reason in the Notes column. Deliverables - Workflow file - Google Sheet template - 5–10 minute Loom walkthrough - Documentation explaining the workflow, AI prompts, integrations, and how it can scale. Bonus Points - Multi-agent architecture (Research Agent, Copywriting Agent, CRM Agent). - Duplicate lead detection. - Automatic follow-up scheduling. - Gmail integration for sending approved emails. - Dashboard showing outreach metrics (emails generated, sent, replies, response rate). - Easy onboarding for multiple clients using the same workflow. The solution should be modular, scalable, and easy to maintain, as it will be expanded into a production outreach system.