AI Outreach, human approval and email sending.JSON

A developer built an n8n workflow that uses AI to generate personalized B2B outreach emails for synced prospects, with human approval before sending. The workflow retrieves prospect data, generates email content via a LangChain agent, and structures the output for review.

| { | | | "name": "03: AI Outreach, human approval and email sending", | | | "nodes": | | | { | | | "parameters": {}, | | | "type": "n8n-nodes-base.manualTrigger", | | | "typeVersion": 1, | | | "position": | | | -400, | | | 0 | | | , | | | "id": "00000000-0000-4000-8000-000000000001", | | | "name": "When clicking ‘Execute workflow’" | | | }, | | | { | | | "parameters": { | | | "operation": "get", | | | "dataTableId": { | | | " rl": true, | | | "value": "Ism0iSIbtMcRqsaF", | | | "mode": "list", | | | "cachedResultName": "Resource 1", | | | "cachedResultUrl": "/projects/uC3FmtjTGhBwqqhO/datatables/Rjk9uVIaaBaQifkN" | | | }, | | | "filters": { | | | "conditions": | | | { | | | "keyName": "crm status", | | | "keyValue": "synced" | | | } | | | | | | } | | | }, | | | "type": "n8n-nodes-base.dataTable", | | | "typeVersion": 1, | | | "position": | | | -192, | | | 0 | | | , | | | "id": "00000000-0000-4000-8000-000000000002", | | | "name": "Get syned prospects" | | | }, | | | { | | | "parameters": { | | | "promptType": "define", | | | "text": "=Create a personalized B2B outreach email for this prospect.\n\nPROSPECT\nFirst Name: {{ $json.first name }}\nLast Name: {{ $json.last name }}\nJob Title:{{ $json.job title }}\nCompany: {{ $json.company name }}\n\nSALES INTELLIGENCE\nICP Score: {{ $json.icp score }}\nICP Tier: {{ $json.icp tier }}\nICP Reasoning: {{ $json.icp reasoning }}\nIdentified Pain Points: {{ $json.pain points }}\nRecommended Product: {{ $json.recommended product }}\nProduct Fit Reason:{{ $json.product fit reason }}\nOutreach Angle: {{ $json.outreach angle }}\n\nCOMPANY RESEARCH\nCompany Summary:{{ $json.company summary }}\nProducts and Services: {{ $json.products services }}\nTarget Customers: {{ $json.target customers }}\nAutomation Opportunities:{{ $json.automation opportunities }}\nPersonalization Points: {{ $json.personalization points }}\n\nUse the strongest relevant information to create a personalized outreach email. Do not mention the ICP score or internal sales analysis.", | | | "hasOutputParser": true, | | | "options": { | | | "systemMessage": "=You are an expert B2B sales outreach copywriter.\n\nYour task is to generate a highly personalized cold outreach email using the prospect's role, company research, ICP analysis, identified pain points, and recommended product.\n\nThe email must:\n1. Be concise and natural.\n2. Sound individually researched, not mass-generated.\n3. Use a relevant personalization point about the company.\n4. Connect a likely business challenge to the recommended solution.\n5. Focus on business value rather than listing features.\n6. Avoid exaggerated claims, fake statistics, and invented facts.\n7. Never claim the company has a specific problem unless the provided research confirms it. When uncertain, frame it as a possibility.\n8. Include one simple, low-friction call to action.\n9. Avoid generic openings such as \"I hope this email finds you well.\"\n10. Do not use excessive praise, buzzwords, emojis, or aggressive sales language.\n11. Keep the email body under 150 words.\n12. Do not include a signature unless sender information is provided.\n\nGenerate 3 subject line options and one personalized email.\n\nReturn only the structured output required by the output parser." | | | } | | | }, | | | "type": "@n8n/n8n-nodes-langchain.agent", | | | "typeVersion": 3, | | | "position": | | | 16, | | | 0 | | | , | | | "id": "00000000-0000-4000-8000-000000000003", | | | "name": "AI Outreach Generator" | | | }, | | | { | | | "parameters": { | | | "schemaType": "manual", | | | "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"subject lines\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n },\n \"minItems\": 3,\n \"maxItems\": 3\n },\n \"selected subject\": {\n \"type\": \"string\"\n },\n \"email body\": {\n \"type\": \"string\"\n },\n \"personalization used\": {\n \"type\": \"string\"\n },\n \"outreach angle used\": {\n \"type\": \"string\"\n },\n \"call to action\": {\n \"type\": \"string\"\n }\n },\n \"required\": \n \"subject lines\",\n \"selected subject\",\n \"email body\",\n \"personalization used\",\n \"outreach angle used\",\n \"call to action\"\n \n}" | | | }, | | | "type": "@n8n/n8n-nodes-langchain.outputParserStructured", | | | "typeVersion": 1.3, | | | "position": | | | 192, | | | 208 | | | , | | | "id": "00000000-0000-4000-8000-000000000004", | | | "name": "Structured Output Parser" | | | }, | | | { | | | "parameters": { | | | "model": { | | | " rl": true, | | | "mode": "list", | | | "value": "rct-1.9-vydp" | | | }, | | | "builtInTools": {}, | | | "options": {} | | | }, | | | "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", | | | "typeVersion": 1.3, | | | "position": | | | -128, | | | 208 | | | , | | | "id": "00000000-0000-4000-8000-000000000005", | | | "name": "OpenAI Chat Model", | | | "credentials": { | | | "openAiApi": { | | | "id": "ismAIs3b74cRQsaf", | | | "name": "Credential 2" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "operation": "sendAndWait", | | | "sendTo": "user1@example.com", | | | "subject": "Approval Needed", | | | "message": "={{ JSON.stringify $json.output }}", | | | "responseType": "freeText", | | | "options": { | | | "appendAttribution": false | | | } | | | }, | | | "type": "n8n-nodes-base.gmail", | | | "typeVersion": 2.1, | | | "position": | | | 368, | | | 0 | | | , | | | "id": "00000000-0000-4000-8000-000000000006", | | | "name": "Send message and wait for response", | | | "webhookId": "00000000-0000-4000-8000-000000000007", | | | "credentials": { | | | "gmailOAuth2": { | | | "id": "Z2kmbuPYKsxIbah0", | | | "name": "Credential 4" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "conditions": { | | | "options": { | | | "caseSensitive": true, | | | "leftValue": "", | | | "typeValidation": "strict", | | | "version": 2 | | | }, | | | "conditions": | | | { | | | "id": "00000000-0000-4000-8000-000000000008", | | | "leftValue": "={{ $json.data.text }}", | | | "rightValue": "Approved.", | | | "operator": { | | | "type": "string", | | | "operation": "equals" | | | } | | | } | | | , | | | "combinator": "and" | | | }, | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.if", | | | "typeVersion": 2.2, | | | "position": | | | 576, | | | 0 | | | , | | | "id": "00000000-0000-4000-8000-000000000009", | | | "name": "If" | | | }, | | | { | | | "parameters": { | | | "sendTo": "=user1@example.com", | | | "subject": "={{ $ 'AI Outreach Generator' .item.json.output.selected subject }}", | | | "emailType": "text", | | | "message": "={{ $ 'AI Outreach Generator' .item.json.output.email body }}", | | | "options": { | | | "appendAttribution": false | | | } | | | }, | | | "type": "n8n-nodes-base.gmail", | | | "typeVersion": 2.1, | | | "position": | | | 784, | | | -96 | | | , | | | "id": "00000000-0000-4000-8000-00000000000a", | | | "name": "Send a message", | | | "webhookId": "00000000-0000-4000-8000-00000000000b", | | | "credentials": { | | | "gmailOAuth2": { | | | "id": "Z2kmbuPYKsxIbah0", | | | "name": "Credential 4" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "promptType": "define", | | | "text": "=Revise the following B2B outreach email according to the human review feedback.\n\nORIGINAL OR PREVIOUS DRAFT:\n{{ JSON.stringify $ 'AI Outreach Generator' .item.json.output, null, 2 }}\n\nHUMAN REVISION FEEDBACK:\n{{ $json.data.text }}\n\nRequirements:\n- Apply the requested changes.\n- Preserve useful personalization unless the reviewer asks to change it.\n- Do not invent new facts.\n- Return the revised email using the required structured output format.", | | | "hasOutputParser": true, | | | "options": { | | | "systemMessage": "=You are an expert B2B sales outreach editor.\n\nYour task is to revise an existing personalized cold outreach email based on specific human reviewer feedback.\n\nRules:\n1. Apply all relevant revision feedback accurately.\n2. Preserve strong personalization from the original draft unless the reviewer asks for it to be changed or removed.\n3. Do not ignore the reviewer's requested changes.\n4. Do not invent facts, statistics, customer results, or company information.\n5. Keep the email concise, natural, and professional.\n6. Avoid generic openings, excessive praise, buzzwords, emojis, and aggressive sales language.\n7. Keep the email body under 150 words unless the reviewer specifically requests otherwise.\n8. Maintain a clear connection between the prospect's context and the proposed solution.\n9. Include one simple, low-friction call to action.\n10. Do not mention the review process, rejection, feedback, ICP score, or internal sales analysis in the email.\n11. Generate 3 revised subject line options and select the strongest one.\n12. Return only the structured output required by the output parser." | | | } | | | }, | | | "type": "@n8n/n8n-nodes-langchain.agent", | | | "typeVersion": 3, | | | "position": | | | 864, | | | 64 | | | , | | | "id": "00000000-0000-4000-8000-00000000000c", | | | "name": "AI revision Agent" | | | }, | | | { | | | "parameters": { | | | "schemaType": "manual", | | | "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"subject lines\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n },\n \"minItems\": 3,\n \"maxItems\": 3\n },\n \"selected subject\": {\n \"type\": \"string\"\n },\n \"email body\": {\n \"type\": \"string\"\n },\n \"personalization used\": {\n \"type\": \"string\"\n },\n \"outreach angle used\": {\n \"type\": \"string\"\n },\n \"call to action\": {\n \"type\": \"string\"\n }\n },\n \"required\": \n \"subject lines\",\n \"selected subject\",\n \"email body\",\n \"personalization used\",\n \"outreach angle used\",\n \"call to action\"\n \n}" | | | }, | | | "type": "@n8n/n8n-nodes-langchain.outputParserStructured", | | | "typeVersion": 1.3, | | | "position": | | | 1072, | | | 288 | | | , | | | "id": "00000000-0000-4000-8000-00000000000d", | | | "name": "Structured Output Parser1" | | | }, | | | { | | | "parameters": { | | | "operation": "update", | | | "dataTableId": { | | | " rl": true, | | | "value": "Ism0iSIbtMcRqsaF", | | | "mode": "list", | | | "cachedResultName": "Resource 1", | | | "cachedResultUrl": "/projects/uC3FmtjTGhBwqqhO/datatables/Rjk9uVIaaBaQifkN" | | | }, | | | "filters": { | | | "conditions": | | | { | | | "keyValue": "={{ $ 'Get syned prospects' .item.json.id }}" | | | } | | | | | | }, | | | "columns": { | | | "mappingMode": "defineBelow", | | | "value": { | | | "crm status": "outreach sent", | | | "follow up count": 0, | | | "email body": "={{ $ 'AI Outreach Generator' .item.json.output.email body }}", | | | "email subject": "={{ $ 'AI Outreach Generator' .item.json.output.selected subject }}", | | | "outreach sent at": "2026-07-15T00:00:00", | | | "outreach status": "Sent", | | | "next follow up at": "={{ $now.plus { days: 3 } .toISO }}", | | | "response status": "Awaiting Response", | | | "thread id": "={{ $json.threadId }}" | | | }, | | | "matchingColumns": , | | | "schema": | | | { | | | "id": "email", | | | "displayName": "email", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "first name", | | | "displayName": "first name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "last name", | | | "displayName": "last name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "job title", | | | "displayName": "job title", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "linkedin url", | | | "displayName": "linkedin url", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "person location", | | | "displayName": "person location", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company name", | | | "displayName": "company name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company domain", | | | "displayName": "company domain", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company industry", | | | "displayName": "company industry", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company size", | | | "displayName": "company size", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company location", | | | "displayName": "company location", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "icp tier", | | | "displayName": "icp tier", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "recommended product", | | | "displayName": "recommended product", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "icp reasoning", | | | "displayName": "icp reasoning", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "pain points", | | | "displayName": "pain points", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "product fit reason", | | | "displayName": "product fit reason", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "outreach angle", | | | "displayName": "outreach angle", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "company summary", | | | "displayName": "company summary", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "products services", | | | "displayName": "products services", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "target customers", | | | "displayName": "target customers", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "automation opportunities", | | | "displayName": "automation opportunities", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "personalization points", | | | "displayName": "personalization points", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "crm status", | | | "displayName": "crm status", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "icp score", | | | "displayName": "icp score", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "number", | | | "readOnly": false, | | | "removed": true | | | }, | | | { | | | "id": "outreach status", | | | "displayName": "outreach status", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "email subject", | | | "displayName": "email subject", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "email body", | | | "displayName": "email body", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "outreach sent at", | | | "displayName": "outreach sent at", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "dateTime", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "follow up count", | | | "displayName": "follow up count", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "number", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "next follow up at", | | | "displayName": "next follow up at", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "dateTime", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "response status", | | | "displayName": "response status", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "thread id", | | | "displayName": "thread id", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | } | | | , | | | "attemptToConvertTypes": false, | | | "convertFieldsToString": false | | | }, | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.dataTable", | | | "typeVersion": 1, | | | "position": | | | 992, | | | -96 | | | , | | | "id": "00000000-0000-4000-8000-00000000000e", | | | "name": "Update row s " | | | } | | | , | | | "pinData": { | | | "AI Outreach Generator": | | | { | | | "json": { | | | "output": { | | | "subject lines": | | | "Streamlining Operations at Kalkreuth Roofing", | | | "Ernie, improving workflow efficiency across industries", | | | "Automation solutions tailored for Kalkreuth Roofing" | | | , | | | "selected subject": "Streamlining Operations at Kalkreuth Roofing", | | | "email body": "Hi Ernie,\n\nWith Kalkreuth Roofing’s strong reputation in complex commercial roofing and your leadership in operations, I imagine managing workflows across manufacturing, real estate, and construction can be challenging. Our Internal Workflow Automation can help simplify coordination and automate repetitive tasks, freeing your team to focus on critical projects and strategic priorities.\n\nWould you be open to a brief call to explore how this can fit into your current operations?", | | | "personalization used": "Acknowledged Kalkreuth Roofing’s strong reputation and complex project focus, tied to Ernie's role managing multi-industry operations.", | | | "outreach angle used": "Addressed operational complexity and workflow challenges faced by a multi-industry operations manager, proposing tailored automation to boost efficiency.", | | | "call to action": "Invite to a brief call to discuss fitting the automation solution into current operations" | | | } | | | } | | | } | | | , | | | "Send message and wait for response": | | | { | | | "json": { | | | "data": { | | | "text": "Approved." | | | } | | | } | | | } | | | , | | | "Get syned prospects": | | | { | | | "json": { | | | "email": "user2@example.com", | | | "first name": "Ernie", | | | "last name": "Giancola", | | | "job title": "Operations Manager", | | | "linkedin url": "linkedin.com/in/ernie-giancola-875b901a", | | | "person location": "Washington,District of Columbia,United States", | | | "company name": "kalkreuth roofing sheet metal inc", | | | "company domain": "krsm.net", | | | "company industry": " \"Manufacturing\",\"Real Estate\",\"construction\" ", | | | "company size": "110", | | | "company location": "Wheeling,West Virginia,United States", | | | "icp tier": "B", | | | "recommended product": "Internal Workflow Automation", | | | "icp reasoning": "The prospect is an Operations Manager at a company with multiple industries including Real Estate, which matches one of the ideal industries. The company size of 110 employees fits well within the 50-500 employee range. The decision maker role is relevant as Operations Manager aligns with Operations leaders. There are clear opportunities for internal workflow automation due to the multi-industry nature and the operational scope. The geographic location is in the United States, which generally aligns with typical target markets but not a specified factor in the ICP. Overall, the prospect is a good fit for AI solutions primarily in Internal Workflow Automation, though other specific automation areas like sales or customer support may be less relevant given the role and company context.", | | | "pain points": " \"Streamlining operations across multiple industries\",\"Improving internal workflow efficiency\",\"Automation of repetitive operational tasks\" ", | | | "product fit reason": "The prospect is an Operations Manager at a mid-sized company involved in multiple industries including manufacturing, real estate, and construction, which indicates complex internal operations. The company size and job title align perfectly with the target buyers for Internal Workflow Automation. The identified pain points such as streamlining operations, improving workflow efficiency, and automating repetitive tasks make this product the best fit to address their operational challenges effectively.", | | | "outreach angle": "Hi Prospect Name , I noticed that Kalkreuth Roofing Sheet Metal Inc operates across manufacturing, real estate, and construction industries. As an Operations Manager, you likely face challenges in streamlining complex workflows and managing repetitive operational tasks. Our Internal Workflow Automation solution is designed to simplify and automate these processes, boosting your team's productivity and allowing you to focus on strategic priorities. I'd love to share how we can tailor this to your unique operational needs.", | | | "company summary": "Kalkreuth Roofing and Sheet Metal is a Top 10 U.S. commercial roofing contractor specializing in complex roofing, exterior envelope systems, and architectural wall cladding for demanding projects nationwide. They bring over 40 years of experience and focus on delivering high-quality commercial metal roofing and exterior solutions, primarily in the Mid-Atlantic region with a full-service presence in multiple states including West Virginia, Kentucky, Maryland, Ohio, and Pennsylvania.", | | | "products services": " \"Commercial Roofing Systems including metal roofing, flat seam metal roofing, standing seam metal roofing, vegetative roofing systems, modified bitumen roofing systems, built-up roofing systems, single ply roofing systems TPO, PVC, EPDM , and commercial waterproofing.\",\"Design-Build / Design-Assist services\",\"Emergency Response services available 24/7/365\",\"Exterior Cladding Services with custom metal wall panel fabrication\",\"New Construction roofing solutions with advanced technology and safety compliance\",\"Preventative Maintenance and Roof Replacement / Re-Roof services\",\"Sustainable Green vegetative roofing systems\" ", | | | "target customers": "Their target customers are commercial and industrial clients including markets such as high-rise buildings, healthcare facilities, urban developments, large-scale construction projects, airports, automotive industries, correctional facilities, data centers, warehouses, educational institutions, financial institutions, government buildings, hospitality and tourism, manufacturing, retail, residential projects, stadiums, and arenas.", | | | "automation opportunities": " \"Internal workflow automation for project management to streamline estimates, scheduling, and coordination across regional offices.\",\"Automation of emergency response dispatch and resource allocation to improve response times.\",\"Maintenance scheduling and monitoring automation for preventative roof maintenance and replacements.\",\"Quality control and fabrication tracking automation for metal wall panel systems.\",\"Customer communication and follow-up automation to enhance client engagement and service updates.\" ", | | | "personalization points": " \"Acknowledge their strong reputation as a Top 10 U.S. commercial roofing contractor with over 40 years of experience.\",\"Reference their dedication to complex and customized roofing and exterior envelope solutions.\",\"Highlight their 24/7 emergency response service as a critical differentiator.\",\"Mention their advanced technology use in new construction and commitment to safety and compliance.\",\"Emphasize their sustainable green roofing systems and commitment to environmental design.\",\"Note their presence in multiple states in the Mid-Atlantic region and local expertise through regional offices.\",\"Recognize their partnerships with well-known industry suppliers and unions as a sign of quality and reliability.\" ", | | | "crm status": "synced", | | | "icp score": 70, | | | "outreach status": null, | | | "email subject": null, | | | "email body": null, | | | "outreach sent at": null, | | | "follow up count": null, | | | "next follow up at": null, | | | "response status": null, | | | "id": 2, | | | "createdAt": "2026-07-14T18:10:38.867Z", | | | "updatedAt": "2026-07-15T09:08:54.839Z" | | | } | | | } | | | , | | | "Send a message": | | | { | | | "json": { | | | "id": "19f6a78f5b84ff59", | | | "threadId": "19f6a78f5b84ff59", | | | "labelIds": | | | "UNREAD", | | | "SENT", | | | "INBOX" | | | | | | } | | | } | | | , | | | "Update row s ": | | | { | | | "json": { | | | "email": "user2@example.com", | | | "first name": "Ernie", | | | "last name": "Giancola", | | | "job title": "Operations Manager", | | | "linkedin url": "linkedin.com/in/ernie-giancola-875b901a", | | | "person location": "Washington,District of Columbia,United States", | | | "company name": "kalkreuth roofing sheet metal inc", | | | "company domain": "krsm.net", | | | "company industry": " \"Manufacturing\",\"Real Estate\",\"construction\" ", | | | "company size": "110", | | | "company location": "Wheeling,West Virginia,United States", | | | "icp tier": "B", | | | "recommended product": "Internal Workflow Automation", | | | "icp reasoning": "The prospect is an Operations Manager at a company with multiple industries including Real Estate, which matches one of the ideal industries. The company size of 110 employees fits well within the 50-500 employee range. The decision maker role is relevant as Operations Manager aligns with Operations leaders. There are clear opportunities for internal workflow automation due to the multi-industry nature and the operational scope. The geographic location is in the United States, which generally aligns with typical target markets but not a specified factor in the ICP. Overall, the prospect is a good fit for AI solutions primarily in Internal Workflow Automation, though other specific automation areas like sales or customer support may be less relevant given the role and company context.", | | | "pain points": " \"Streamlining operations across multiple industries\",\"Improving internal workflow efficiency\",\"Automation of repetitive operational tasks\" ", | | | "product fit reason": "The prospect is an Operations Manager at a mid-sized company involved in multiple industries including manufacturing, real estate, and construction, which indicates complex internal operations. The company size and job title align perfectly with the target buyers for Internal Workflow Automation. The identified pain points such as streamlining operations, improving workflow efficiency, and automating repetitive tasks make this product the best fit to address their operational challenges effectively.", | | | "outreach angle": "Hi Prospect Name , I noticed that Kalkreuth Roofing Sheet Metal Inc operates across manufacturing, real estate, and construction industries. As an Operations Manager, you likely face challenges in streamlining complex workflows and managing repetitive operational tasks. Our Internal Workflow Automation solution is designed to simplify and automate these processes, boosting your team's productivity and allowing you to focus on strategic priorities. I'd love to share how we can tailor this to your unique operational needs.", | | | "company summary": "Kalkreuth Roofing and Sheet Metal is a Top 10 U.S. commercial roofing contractor specializing in complex roofing, exterior envelope systems, and architectural wall cladding for demanding projects nationwide. They bring over 40 years of experience and focus on delivering high-quality commercial metal roofing and exterior solutions, primarily in the Mid-Atlantic region with a full-service presence in multiple states including West Virginia, Kentucky, Maryland, Ohio, and Pennsylvania.", | | | "products services": " \"Commercial Roofing Systems including metal roofing, flat seam metal roofing, standing seam metal roofing, vegetative roofing systems, modified bitumen roofing systems, built-up roofing systems, single ply roofing systems TPO, PVC, EPDM , and commercial waterproofing.\",\"Design-Build / Design-Assist services\",\"Emergency Response services available 24/7/365\",\"Exterior Cladding Services with custom metal wall panel fabrication\",\"New Construction roofing solutions with advanced technology and safety compliance\",\"Preventative Maintenance and Roof Replacement / Re-Roof services\",\"Sustainable Green vegetative roofing systems\" ", | | | "target customers": "Their target customers are commercial and industrial clients including markets such as high-rise buildings, healthcare facilities, urban developments, large-scale construction projects, airports, automotive industries, correctional facilities, data centers, warehouses, educational institutions, financial institutions, government buildings, hospitality and tourism, manufacturing, retail, residential projects, stadiums, and arenas.", | | | "automation opportunities": " \"Internal workflow automation for project management to streamline estimates, scheduling, and coordination across regional offices.\",\"Automation of emergency response dispatch and resource allocation to improve response times.\",\"Maintenance scheduling and monitoring automation for preventative roof maintenance and replacements.\",\"Quality control and fabrication tracking automation for metal wall panel systems.\",\"Customer communication and follow-up automation to enhance client engagement and service updates.\" ", | | | "personalization points": " \"Acknowledge their strong reputation as a Top 10 U.S. commercial roofing contractor with over 40 years of experience.\",\"Reference their dedication to complex and customized roofing and exterior envelope solutions.\",\"Highlight their 24/7 emergency response service as a critical differentiator.\",\"Mention their advanced technology use in new construction and commitment to safety and compliance.\",\"Emphasize their sustainable green roofing systems and commitment to environmental design.\",\"Note their presence in multiple states in the Mid-Atlantic region and local expertise through regional offices.\",\"Recognize their partnerships with well-known industry suppliers and unions as a sign of quality and reliability.\" ", | | | "crm status": "outreach sent", | | | "icp score": 70, | | | "outreach status": "Sent", | | | "email subject": "Streamlining Operations at Kalkreuth Roofing", | | | "email body": "Hi Ernie,\n\nWith Kalkreuth Roofing’s strong reputation in complex commercial roofing and your leadership in operations, I imagine managing workflows across manufacturing, real estate, and construction can be challenging. Our Internal Workflow Automation can help simplify coordination and automate repetitive tasks, freeing your team to focus on critical projects and strategic priorities.\n\nWould you be open to a brief call to explore how this can fit into your current operations?", | | | "outreach sent at": "2026-07-15T04:00:00.000Z", | | | "follow up count": 0, | | | "next follow up at": "2026-07-19T10:40:11.640Z", | | | "response status": "Awaiting Response", | | | "thread id": "19f6a78f5b84ff59", | | | "id": 2, | | | "createdAt": "2026-07-14T18:10:38.867Z", | | | "updatedAt": "2026-07-16T10:40:11.667Z" | | | } | | | } | | | | | | }, | | | "connections": { | | | "When clicking ‘Execute workflow’": { | | | "main": | | | | | | { | | | "node": "Get syned prospects", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "Get syned prospects": { | | | "main": | | | | | | { | | | "node": "AI Outreach Generator", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "Structured Output Parser": { | | | "ai outputParser": | | | | | | { | | | "node": "AI Outreach Generator", | | | "type": "ai outputParser", | | | "index": 0 | | | } | | | | | | | | | }, | | | "OpenAI Chat Model": { | | | "ai languageModel": | | | | | | { | | | "node": "AI Outreach Generator", | | | "type": "ai languageModel", | | | "index": 0 | | | }, | | | { | | | "node": "AI revision Agent", | | | "type": "ai languageModel", | | | "index": 0 | | | } | | | | | | | | | }, | | | "AI Outreach Generator": { | | | "main": | | | | | | { | | | "node": "Send message and wait for response", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "Send message and wait for response": { | | | "main": | | | | | | { | | | "node": "If", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "If": { | | | "main": | | | | | | { | | | "node": "Send a message", | | | "type": "main", | | | "index": 0 | | | } | | | , | | | | | | { | | | "node": "AI revision Agent", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "Structured Output Parser1": { | | | "ai outputParser": | | | | | | { | | | "node": "AI revision Agent", | | | "type": "ai outputParser", | | | "index": 0 | | | } | | | | | | | | | }, | | | "AI revision Agent": { | | | "main": | | | | | | { | | | "node": "Send message and wait for response", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | }, | | | "Send a message": { | | | "main": | | | | | | { | | | "node": "Update row s ", | | | "type": "main", | | | "index": 0 | | | } | | | | | | | | | } | | | }, | | | "active": false, | | | "settings": { | | | "executionOrder": "v1" | | | }, | | | "versionId": "00000000-0000-4000-8000-00000000000f", | | | "meta": { | | | "templateCredsSetupCompleted": true, | | | "instanceId": "408afb76a2b640eb799780ee4aa2a8f4f6b5312d0ce776013fcf3534918ccacf" | | | }, | | | "id": "5RwbafRwA2kc573C", | | | "tags": | | | } |