{ "meta": { "templateCredsSetupCompleted": true }, "nodes": [ { "id": "b5a08019-8bf0-4413-b25f-e731aa71b627", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 976, 224 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4o", "cachedResultName": "gpt-4o" }, "options": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "af8f0e58-297f-482e-ac9b-32dc2ff19eff", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 1472, 304 ], "parameters": { "sendTo": "={{ $('On New JotForm Submission').item.json.email }}", "message": "={{ $json.output }}", "options": { "appendAttribution": false }, "subject": "=Welcome to Our Platform, {{ $('On New JotForm Submission').item.json.name.split(' ')[0] }}!" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "dced7d8d-7511-48a9-9739-3591ed4ccbc6", "name": "On New JotForm Submission", "type": "n8n-nodes-base.jotFormTrigger", "position": [ 0, 304 ], "parameters": { "form": "=" }, "credentials": { "jotFormApi": { "name": "" } }, "typeVersion": 1 }, { "id": "685bbdaa-c187-4a92-b2b9-4319352b1043", "name": "Research Company via Perplexity AI", "type": "n8n-nodes-base.perplexity", "position": [ 672, 112 ], "parameters": { "model": "sonar-pro", "options": {}, "messages": { "message": [ { "content": "=Research the company with domain {{ $json.domain_name }}. Provide a comprehensive overview including:\n\n1. Company name and overview\n2. Industry and market position\n3. Key products or services\n4. Recent news or developments\n5. Company culture and values\n6. Any notable achievements or recognition\n\nProvide detailed, accurate information that would help personalize a welcome email." } ] }, "requestOptions": {} }, "credentials": { "perplexityApi": { "name": "" } }, "typeVersion": 1 }, { "id": "fd7d1e5f-8a21-42f4-84d8-7aba61854782", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1184, -880 ], "parameters": { "width": 1024, "height": 1040, "content": "## Send smart, personalized welcome emails to any JotForm lead\n\nThis workflow intelligently qualifies new JotForm leads and sends the perfect welcome email every time. It detects whether a lead is using a business or personal email address and tailors the outreach accordingly\u2014either with deep company research for B2B leads or a warm, direct welcome for B2C leads.\n\n## Who's it for?\n- **Businesses with mixed audiences:** Companies that serve both business clients and individual users.\n- **Sales & Marketing Teams:** To automate lead qualification and send context-aware first-touch emails.\n- **Founders & Solopreneurs:** To ensure every new lead gets a relevant, personalized welcome without manual effort.\n\n## How it works\n1. **Trigger:** The workflow starts on a new JotForm submission.\n2. **Filter:** It checks if the lead's email is a work email (e.g., `jane@mycompany.com`) or a personal one (e.g., `john@gmail.com`).\n3. **Path A (Work Email):** The workflow researches the company using Perplexity AI and then uses OpenAI to draft a deeply personalized email referencing company-specific details.\n4. **Path B (Personal Email):** The workflow skips the research and uses OpenAI to draft a warm, friendly, but more general welcome email.\n5. **Send:** The appropriate, context-aware email is sent to the new lead via Gmail.\n\n## How to set up\n1. **JotForm:** Connect your JotForm credentials and choose your lead capture form. **Important:** Your form must contain fields with the exact names `name` and `email`. You can add other fields for more context (e.g., `company_size`).\n2. **Credentials:** Connect your Perplexity AI, OpenAI, and Gmail accounts.\n3. **Activate Workflow:** Turn the workflow on.\n\n## Requirements\n- An [n8n account](https://n8n.partnerlinks.io/hsfk0lhyvur4).\n- A [JotForm account](https://www.jotform.com/?partner=fahmifahreza).\n- A Perplexity AI account with API access.\n- An OpenAI account with API access.\n- A Gmail account.\n\n## How to customize the workflow\n- **Filter Logic:** Add more personal email domains (e.g., `icloud.com`) to the list in the `Check if Email is Work or Personal` node to improve filtering.\n- **Prompts:** Customize the prompts in both the AI Agent nodes to match your brand's voice and tone." }, "typeVersion": 1 }, { "id": "ab0b495c-e41c-4cc8-8ee7-0f8b796d83a6", "name": "Extract Domain from Email", "type": "n8n-nodes-base.set", "position": [ 224, 304 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "domain-extract-field", "name": "domain_name", "type": "string", "value": "={{ $json.email.split('@')[1] }}" } ] }, "includeOtherFields": true }, "typeVersion": 3.4 }, { "id": "62e2921d-1a46-40e6-be0e-e553af3fbd95", "name": "If Work Email", "type": "n8n-nodes-base.if", "position": [ 448, 304 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "e3e98824-2a5a-4517-8f5b-5250e84c2839", "operator": { "type": "array", "operation": "notContains", "rightType": "any" }, "leftValue": "={{ [\"gmail.com\",\"yahoo.com\", \"outlook.com\", \"yopmail.com\"] }}", "rightValue": "={{$json.domain_name}}" } ] } }, "typeVersion": 2.2 }, { "id": "ab0b4fc3-a515-4d0f-abe3-cabd7bf50840", "name": "Merge", "type": "n8n-nodes-base.merge", "position": [ 1248, 304 ], "parameters": {}, "typeVersion": 3.2 }, { "id": "8286a881-99c6-42a2-9765-b40dfd9a7d6a", "name": "OpenAI Chat Model1", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 976, 736 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4o", "cachedResultName": "gpt-4o" }, "options": {} }, "credentials": { "openAiApi": { "name": "" } }, "typeVersion": 1.2 }, { "id": "da8c05f2-dece-4320-821c-d486a19b39d8", "name": "AI Company Email Writer", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 896, 0 ], "parameters": { "text": "=Create a highly personalized welcome onboarding email for:\n\n**Lead Information:**\n- Name: {{ $('On New JotForm Submission').item.json.name }}\n- Email: {{ $('On New JotForm Submission').item.json.email }}\n- Company Domain: {{ $('Extract Domain from Email').item.json.domain_name }}\n\n**Company Research:**\n{{ $('Research Company via Perplexity AI').item.json.message.content }}\n\n**Additional Form Data:**\n{{ JSON.stringify($('On New JotForm Submission').item.json, null, 2) }}\n\n---\n\nCreate a warm, professional welcome email that:\n1. Addresses them by name\n2. Shows we've researched their company\n3. Demonstrates understanding of their industry/challenges\n4. Provides clear next steps\n5. Makes them excited to get started\n6. Includes a compelling subject line\n\nFormat the output as HTML email content with a subject line at the top.", "options": { "systemMessage": "=You are an expert email copywriter specializing in personalized B2B onboarding communications. Your emails are:\n\n- Warm yet professional\n- Highly personalized based on company research\n- Engaging and conversational\n- Clear about next steps\n- Focused on value and relevance to their business\n\nCreate emails that make recipients feel valued and understood. Use the company research to demonstrate genuine interest in their business. Keep the tone friendly but professional, and always include actionable next steps.\n\nOnly output the response in HTML and nothing else." }, "promptType": "define" }, "typeVersion": 2.2 }, { "id": "5cf08a12-c83f-43f9-858a-2e830eabf11d", "name": "AI Personal Email Writer", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 896, 512 ], "parameters": { "text": "=Create a highly personalized welcome onboarding email for:\n\n**Lead Information:**\n- Name: {{ $('On New JotForm Submission').item.json.name }}\n- Email: {{ $('On New JotForm Submission').item.json.email }}\n\n**Additional Form Data:**\n{{ JSON.stringify($('On New JotForm Submission').item.json, null, 2) }}\n\n---\n\nCreate a warm, professional personal welcome email that:\n1. Addresses them by name\n2. Demonstrates understanding of their challenges\n3. Provides clear next steps\n4. Makes them excited to get started\n5. Includes a compelling subject line\n\nFormat the output as HTML email content with a subject line at the top.", "options": { "systemMessage": "=You are an expert email copywriter specializing in personalized B2B onboarding communications. Your emails are:\n\n- Warm yet professional\n- Highly personalized based on company research\n- Engaging and conversational\n- Clear about next steps\n- Focused on value and relevance to their business\n\nCreate emails that make recipients feel valued and understood. Use the company research to demonstrate genuine interest in their business. Keep the tone friendly but professional, and always include actionable next steps.\n\nOnly output the response in HTML and nothing else." }, "promptType": "define" }, "typeVersion": 2.2 } ], "connections": { "Merge": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 } ] ] }, "If Work Email": { "main": [ [ { "node": "Research Company via Perplexity AI", "type": "main", "index": 0 } ], [ { "node": "AI Personal Email Writer", "type": "main", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "AI Company Email Writer", "type": "ai_languageModel", "index": 0 } ] ] }, "OpenAI Chat Model1": { "ai_languageModel": [ [ { "node": "AI Personal Email Writer", "type": "ai_languageModel", "index": 0 } ] ] }, "AI Company Email Writer": { "main": [ [ { "node": "Merge", "type": "main", "index": 0 } ] ] }, "AI Personal Email Writer": { "main": [ [ { "node": "Merge", "type": "main", "index": 1 } ] ] }, "Extract Domain from Email": { "main": [ [ { "node": "If Work Email", "type": "main", "index": 0 } ] ] }, "On New JotForm Submission": { "main": [ [ { "node": "Extract Domain from Email", "type": "main", "index": 0 } ] ] }, "Research Company via Perplexity AI": { "main": [ [ { "node": "AI Company Email Writer", "type": "main", "index": 0 } ] ] } } }