Christian Lutz This workflow corresponds to n8n.io template #9973 — we link there as the canonical source.
This workflow follows the Agent → Datatable recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"name": "Lead Magnet",
"tags": [],
"nodes": [
{
"id": "64ba1a8b-05ce-4d71-a65e-aa44049b9091",
"name": "Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-1712,
96
],
"parameters": {
"path": "lead-magnet",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "92cf2fe4-cc6a-49c9-8024-6a212aa6c58e",
"name": "Send a text message",
"type": "n8n-nodes-base.telegram",
"position": [
96,
176
],
"parameters": {
"text": "=Client:\n{{ $json.Name }}\n{{ $json.Email }}\n{{ $json.CompanyURL }}\n\nType: {{ $json.CompanyType }}\n{{ $json.Challenges }}\n",
"chatId": "YourChatID",
"additionalFields": {
"parse_mode": "HTML",
"appendAttribution": false
}
},
"credentials": {
"telegramApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "08c00b8e-6316-43a2-81db-de66e804d918",
"name": "Send email",
"type": "n8n-nodes-base.emailSend",
"position": [
96,
-16
],
"parameters": {
"html": "=Client:\n{{ $json.Name }}\n{{ $json.Email }}\n{{ $json.CompanyURL }}\n\nType: {{ $json.CompanyType }}\n{{ $json.Challenges }}\n\n{{ $('Style Agent').item.json.output }}",
"options": {
"appendAttribution": false
},
"subject": "New Client!",
"toEmail": "your@email.com",
"fromEmail": "Lead Magnet <your@email.com>"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "03d9bd9c-3058-4769-8ae7-28c00a4ec789",
"name": "Style Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-720,
96
],
"parameters": {
"text": "={{ $json.output }}",
"options": {
"systemMessage": "=# System Prompt: Professional HTML Report Generator\n\nYou are an AI agent that transforms reports into professional, email-ready HTML documents. Output must be complete and require no revisions.\n\n## Core Rules\n\n1. **NEVER ask follow-up questions** - work with provided information\n2. **Output only complete HTML** - all CSS inline in `<style>` tags\n3. **Email-compatible** - no external dependencies, simple CSS only\n4. **Self-contained** - ready to copy/paste into email and send\n\n## Required HTML Structure\n```html\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n <meta charset=\"UTF-8\">\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n <title>[Report Title]</title>\n <style>\n /* Inline CSS here */\n </style>\n</head>\n<body>\n <header>\n <img src=\"[Your Logo Link]\" alt=\"Company Logo\" class=\"logo\">\n <h1>[Report Title]</h1>\n <p>[Date and subtitle]</p>\n </header>\n \n <section>\n <h2>[Section Title]</h2>\n <!-- Content -->\n </section>\n \n <footer>\n <p>Generated: [Date] | [Source]</p>\n </footer>\n</body>\n</html>\n\nStandard CSS (Always Include Inline)\ncss* { margin: 0; padding: 0; box-sizing: border-box; }\nbody { font-family: 'Segoe UI', Arial, sans-serif; line-height: 1.6; color: #333; background: #fff; max-width: 900px; margin: 0 auto; padding: 40px 20px; }\nheader { border-bottom: 3px solid #2c5282; padding-bottom: 20px; margin-bottom: 30px; }\n.logo { max-height: 30px; margin-bottom: 20px; }\nh1 { color: #1a365d; font-size: 2.2em; margin-bottom: 10px; }\nh2 { color: #2c5282; font-size: 1.6em; margin-top: 30px; margin-bottom: 15px; border-bottom: 2px solid #e2e8f0; padding-bottom: 8px; }\nh3 { color: #2d3748; font-size: 1.2em; margin-top: 20px; margin-bottom: 10px; }\np { margin-bottom: 15px; }\nsection { margin-bottom: 35px; }\ntable { width: 100%; border-collapse: collapse; margin: 20px 0; box-shadow: 0 2px 4px rgba(0,0,0,0.1); }\nthead { background-color: #2c5282; color: white; }\nth, td { padding: 12px 15px; text-align: left; border: 1px solid #e2e8f0; }\nth { font-weight: 600; text-transform: uppercase; font-size: 0.9em; }\ntbody tr:nth-child(even) { background-color: #f7fafc; }\ntbody tr:hover { background-color: #edf2f7; }\nul, ol { margin: 15px 0 15px 25px; }\nli { margin-bottom: 8px; }\nfooter { margin-top: 50px; padding-top: 20px; border-top: 2px solid #e2e8f0; text-align: center; color: #718096; font-size: 0.9em; }\n.highlight { background-color: #ebf8ff; border-left: 4px solid #3182ce; padding: 15px; margin: 20px 0; }\n@media (max-width: 768px) { body { padding: 20px 10px; } h1 { font-size: 1.8em; } table { font-size: 0.9em; } }\n\nContent Organization\nHeader: Title (h1), date/subtitle (p)\n\nBody Sections:\nKey metrics/executive summary (use tables or .highlight boxes)\nMain findings (h2 headings, lists for clarity)\nDetailed analysis (h3 subsections)\nData tables (always use thead/tbody)\n\nFooter: Generation date, source/author\nFormatting Rules\n\nUse semantic HTML: <header>, <section>, <footer>\nProper heading hierarchy: h1 \u2192 h2 \u2192 h3\nTables: clear headers, alternating row colors, numbers right-aligned\nLists: concise bullets (1-2 lines each)\nWhite space: generous spacing between sections\n\nEmail Compatibility\n\nInline CSS only (no external stylesheets)\nWeb-safe fonts (Arial, Segoe UI, Verdana)\nSimple CSS (avoid flexbox, grid, complex selectors)\nMax-width: 900px on body\nUse hex colors only\n\nOutput Format\nProvide ONLY the complete HTML document. No explanations, no markdown code blocks, no commentary. Start with <!DOCTYPE html> and end with </html>. Document must be immediately usable in email."
},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "5dbbc30e-9997-4b3f-ab19-3903360eb0bf",
"name": "AI Consultant",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
-1056,
96
],
"parameters": {
"text": "={{ $json.Challenges }}",
"options": {
"systemMessage": "=## Overview\nYou are an **Expert AI Automation Consultant** from *[Your Company Name]*. \nYour role is to take any manual, repetitive, or inefficient business process described in the provided information and transform it into a **clear, personalized automation roadmap** \u2014 focused on results, ROI, and next steps.\n\nYou think like a **strategic consultant**, not a technician: \n- Diagnose first, prescribe second. \n- Prioritize business value and clarity over technical detail. \n- Never ask follow-up questions; use only the information given to produce your best, most actionable report.\n\n---\n\n## Core Responsibilities\n\n### 1. Diagnose the Current Workflow\n- Analyze the description to identify the main process, tools used, time involved, and bottlenecks. \n- Determine whether AI is needed or if simpler automation (e.g., n8n, Zapier, CRM workflow) is faster and more cost-effective.\n\n### 2. Expose Inefficiencies\n- Map the workflow: triggers \u2192 inputs \u2192 decision points \u2192 outputs. \n- Highlight pain points: delays, manual errors, compliance risks, or resource waste.\n\n### 3. Design the Automation Roadmap\nStructure the roadmap into three actionable phases: \n- **Quick Wins (MVP: 1\u20132 weeks)** \u2013 fast, low-cost automations with measurable ROI. \n- **Scalable Solution (4\u20138 weeks)** \u2013 integrated automations and CRM/AI logic. \n- **Long-Term Improvements (3\u20136+ months)** \u2013 advanced AI, analytics, governance, or multi-channel systems.\n\nEach phase should include: \n- Goals and deliverables \n- Key tools/platforms (e.g., n8n, APIs, HubSpot, vector DBs, etc.) \n- Estimated time or effort\n\n### 4. Quantify ROI\n- Estimate time saved, cost reduction, or efficiency gain. \n- Express ROI in clear, concrete terms: \n Example: \u201cAutomating this saves 12 hours/week \u00d7 $60/hour = $2,880/month.\u201d \n- Include a payback period estimate (e.g., \u201cROI achieved within 1\u20132 months\u201d).\n\n### 5. Deliver a Clear, Readable Output\n- Write in plain, confident, business language. \n- Use section headers, tables, and short bullet points. \n- Avoid jargon; focus on clarity and practical outcomes. \n- Optionally personalize based on any form data (company size, role, goals).\n\n---\n\n## Output Format\n\n**Outbound Automation Roadmap \u2014 [Process/Company Name]** \n_Date: [current date]_\n\n### Executive Summary\nBriefly describe the problem, opportunity, and value of automating this process.\n\n### Diagnosis of Problem\nSummarize what\u2019s inefficient or costly in the current setup.\n\n### Why It\u2019s Inefficient\nList the causes (manual tasks, lack of tracking, no standardization, etc.).\n\n### Automation Roadmap\nStructure by phase:\n- **MVP / Quick Wins (1\u20132 weeks)** \n- **Scalable Solution (4\u20138 weeks)** \n- **Long-Term Improvements (3\u20136+ months)**\n\n### Estimated ROI\nTable or summary showing time saved, cost reduction, and ROI/payback.\n\n### Next Steps\nShort list of recommended actions or priorities.\n\n### CTA \u2014 Discovery Call\nWant this automation blueprint tailored and implemented for your business? \n[**Book your 30-min Automation Strategy Call \u2192**]([Your Calendly Link])\n\n---\n\n## Style & Voice\n- Structured, clear, and result-driven. \n- Avoid buzzwords \u2014 sound like a seasoned consultant, not a salesperson. \n- Prioritize clarity, speed, and ROI communication. \n- Every paragraph should move the reader closer to: \n \u201cThis is worth automating \u2014 and Seventeen Labs can do it.\u201d\n"
},
"promptType": "define"
},
"typeVersion": 2.2
},
{
"id": "4a0b9ca8-858c-4dde-ac05-679ddb62bd58",
"name": "Generated Roadmap to Customer",
"type": "n8n-nodes-base.emailSend",
"position": [
-400,
96
],
"parameters": {
"html": "={{ $json.output }}",
"options": {
"appendAttribution": false
},
"subject": "Your roadmap is ready!",
"toEmail": "={{ $('Add Customer Data').item.json.Email }}",
"fromEmail": "YourCompanyName <your@email.com>"
},
"credentials": {
"smtp": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "cc365b08-f5bd-4fda-b830-5d905a6181ee",
"name": "Add Customer Data",
"type": "n8n-nodes-base.dataTable",
"position": [
-1296,
96
],
"parameters": {
"columns": {
"value": {
"Tag": "New",
"Name": "={{ $json.body.name }}",
"Email": "={{ $json.body.email }}",
"EmailSent": false,
"Challenges": "={{ $json.body.primaryGoal }}",
"CompanyURL": "={{ $json.body.companyUrl }}",
"CompanyType": "={{ $json.body.companyType }}"
},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false
},
{
"id": "CompanyType",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "CompanyType",
"defaultMatch": false
},
{
"id": "CompanyURL",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "CompanyURL",
"defaultMatch": false
},
{
"id": "Challenges",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Challenges",
"defaultMatch": false
},
{
"id": "EmailSent",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "EmailSent",
"defaultMatch": false
},
{
"id": "Tag",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Tag",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"filters": {
"conditions": [
{
"keyName": "Email",
"keyValue": "={{ $json.body.email }}"
}
]
},
"operation": "upsert",
"dataTableId": {
"__rl": true,
"mode": "list",
"value": "oL8vXOnZGslxmfw9",
"cachedResultUrl": "/projects/XjiWa03qtaBLHTN0/datatables/oL8vXOnZGslxmfw9",
"cachedResultName": "Lead Magnet"
}
},
"typeVersion": 1
},
{
"id": "32b008e6-a03b-4e44-b9aa-aa6504a02980",
"name": "Update row(s)",
"type": "n8n-nodes-base.dataTable",
"position": [
-208,
96
],
"parameters": {
"columns": {
"value": {
"Tag": "Delivered",
"EmailSent": true
},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false
},
{
"id": "CompanyType",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "CompanyType",
"defaultMatch": false
},
{
"id": "CompanyURL",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "CompanyURL",
"defaultMatch": false
},
{
"id": "Challenges",
"type": "string",
"display": true,
"removed": true,
"readOnly": false,
"required": false,
"displayName": "Challenges",
"defaultMatch": false
},
{
"id": "EmailSent",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "EmailSent",
"defaultMatch": false
},
{
"id": "Tag",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Tag",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"filters": {
"conditions": [
{
"keyValue": "={{ $('Add Customer Data').item.json.id }}"
}
]
},
"operation": "update",
"dataTableId": {
"__rl": true,
"mode": "list",
"value": "oL8vXOnZGslxmfw9",
"cachedResultUrl": "/projects/XjiWa03qtaBLHTN0/datatables/oL8vXOnZGslxmfw9",
"cachedResultName": "Lead Magnet"
}
},
"typeVersion": 1
},
{
"id": "54e6232d-f20c-4824-9567-72bb9381b080",
"name": "GPT 5 Nano",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-976,
320
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-5-nano",
"cachedResultName": "gpt-5-nano"
},
"options": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "16bcece4-e570-42eb-9a26-ffd26b81cd66",
"name": "GPT 5 Mini",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-656,
320
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-5-mini",
"cachedResultName": "gpt-5-mini"
},
"options": {
"timeout": 60000
}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.2
},
{
"id": "6e461a02-940e-4616-8e29-4074df47593f",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2768,
-352
],
"parameters": {
"width": 768,
"height": 672,
"content": "## \u2699\ufe0f Lead Magnet Automation \u2013 AI-Powered Roadmap Generator\n\n## How it works \nThis workflow automates the delivery of personalized, AI-generated reports or roadmaps for new leads. \nWhen someone submits their information through a form, the workflow: \n1. Captures and stores the lead data. \n2. Uses an AI model to generate a customized report or roadmap. \n3. Formats the output into a professional, email-ready HTML document. \n4. Sends the report automatically to the lead via email. \n5. Optionally sends internal notifications (e.g., via chat or email) for tracking and follow-up. \n\nThe process eliminates manual work and ensures every lead receives instant, high-quality output tailored to their input.\n\n---\n\n## Setup steps \n1. **Webhook** \u2013 Connect your form or website to the webhook endpoint to receive lead data. \n2. **Data Table** \u2013 Create or link a table to store incoming leads and track delivery status. \n3. **AI Configuration** \u2013 Add your OpenAI (or compatible) API credentials and customize prompts for your desired output. \n4. **Email Setup** \u2013 Configure SMTP credentials and define sender/recipient addresses for report delivery. \n5. **Notifications** \u2013 Optionally connect a chat or messaging service (e.g., Telegram) for internal alerts. \n6. **Activation** \u2013 Test the workflow, confirm the data flow and email delivery, then activate it for live use. \n\n---\n\nThis workflow transforms manual lead engagement into a fully automated, AI-driven experience that delivers instant, personalized value to every new contact."
},
"typeVersion": 1
},
{
"id": "34e6cd66-dab0-4961-bd1a-81b2d9df9284",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1088,
-352
],
"parameters": {
"width": 288,
"height": 800,
"content": "## AI Consultant\n\nGenerates the roadmap for the customer based on the challenges they have specified.\n\n### Setup:\n1. Change **[Your Company Name]** to the name of your company.\n2. Change **[Your Calendly Link]** to the link for your Calendly."
},
"typeVersion": 1
},
{
"id": "2fda8f6a-7f54-4edb-a2b6-18e18d0fc89f",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-752,
-352
],
"parameters": {
"width": 288,
"height": 800,
"content": "## Style Agent\n\nGenerates the HTML for the roadmap so that it can be used directly as an email.\n\n### Setup:\nChange **[Your Logo Link]** to the link for your logo."
},
"typeVersion": 1
},
{
"id": "ef926ca9-8ae1-4ca0-8a61-771bfc3d2444",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
-352
],
"parameters": {
"width": 192,
"height": 624,
"content": "## Send Roadmap to Customer\n\nSend the generated roadmap to customers via email.\n\nSetup:\n1. Change \u201cYourCompanyName\u201d to the name of your company.\n2. Change \u201cyour@email.com\u201d to your email address."
},
"typeVersion": 1
},
{
"id": "01efa870-b448-488b-96f6-86bc3e6b4edc",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
48,
-352
],
"parameters": {
"width": 368,
"height": 704,
"content": "## Notification (Optional)\n\nGet notified by email/telegram when a potential customer has requested a roadmap.\n\n### Setup Email:\n- Update the \"your@email.com\" to your email\n\n### Setup Telegram:\n- Update the \"YourChatID\" with your ChatID"
},
"typeVersion": 1
},
{
"id": "3b6cdae9-5f5a-46a9-84bb-013cfc33be30",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1376,
-352
],
"parameters": {
"width": 272,
"height": 592,
"content": "## Add customer data\n\nInserts the customer's data into the database table.\n\n### Setup:\n1. Create a database table with the name: \u201cLead Magnet\u201d\n2. Add the following columns:\n- Name: String\n- Email: String\n- CompanyType: String\n- CompanyUrl: String\n- Challenges: String\n- EmailSent: Boolean\n- Tag: String "
},
"typeVersion": 1
},
{
"id": "7327fb86-45fd-4cc7-a361-44f9c5fd262b",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
-352
],
"parameters": {
"width": 272,
"height": 624,
"content": "## Updates rows\n\nUpdates rows, after email is sent.\n\n- EmailSent: True\n- Tag: Delivered "
},
"typeVersion": 1
},
{
"id": "9560eebc-4cda-463a-be10-33e4ee0155a4",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1888,
-352
],
"parameters": {
"width": 480,
"height": 592,
"content": "## Webhook\n\nEntrypoint for this Workflow.\n\n### Webhook URL:\n- Test: https://[YourN8NURL]/webhook-test/lead-magnet\n- Production: https://[YourN8NURL]/webhook/lead-magnet\n\n### Payload:\n```json\n{\n \"name\":\"Customer Name\",\n \"email\":\"customer@email.com\",\n \"companyType\":\"Marketing Agency\",\n \"companyUrl\":\"customerURL.com\",\n \"primaryGoal\":\"We use way too much time for manual reporting. Our employees take around 10 hours combined per week for cold emails.\",\n \"timestamp\":\"2025-10-21T09:30:01.202Z\"\n}\n```"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "",
"connections": {
"Webhook": {
"main": [
[
{
"node": "Add Customer Data",
"type": "main",
"index": 0
}
]
]
},
"GPT 5 Mini": {
"ai_languageModel": [
[
{
"node": "Style Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"GPT 5 Nano": {
"ai_languageModel": [
[
{
"node": "AI Consultant",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Style Agent": {
"main": [
[
{
"node": "Generated Roadmap to Customer",
"type": "main",
"index": 0
}
]
]
},
"AI Consultant": {
"main": [
[
{
"node": "Style Agent",
"type": "main",
"index": 0
}
]
]
},
"Update row(s)": {
"main": [
[
{
"node": "Send email",
"type": "main",
"index": 0
},
{
"node": "Send a text message",
"type": "main",
"index": 0
}
]
]
},
"Add Customer Data": {
"main": [
[
{
"node": "AI Consultant",
"type": "main",
"index": 0
}
]
]
},
"Generated Roadmap to Customer": {
"main": [
[
{
"node": "Update row(s)",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
openAiApismtptelegramApi
Pro
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About this workflow
This workflow automates the delivery of personalized, AI-generated reports or roadmaps for new leads. When someone submits their information through a form, the workflow: Captures and stores the lead data. Uses an AI model to generate a customized report or roadmap. Formats the…
Source: https://n8n.io/workflows/9973/ — original creator credit. Request a take-down →
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