💬 Send Personalized B2B/B2C Welcome Emails with Jotform, GPT-4o & Perplexity AI

⚡ 97 views · 💬 Lead Nurturing & AI Sales Agents

Description

Send smart, personalized welcome emails to any Jotform lead

This 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—either with deep company research for B2B leads or a warm, direct welcome for B2C leads.

Who’s it for?

• Businesses with mixed audiences: Companies that serve both business clients and individual users.
• Sales & Marketing Teams: To automate lead qualification and send context-aware first-touch emails.
• Founders & Solopreneurs: To ensure every new lead gets a relevant, personalized welcome without manual effort.

How it works

1. Trigger: The workflow starts on a new Jotform submission.
2. 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).
3. 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.
4. Path B (Personal Email): The workflow skips the research and uses OpenAI to draft a warm, friendly, but more general welcome email.
5. Send: The appropriate, context-aware email is sent to the new lead via Gmail.

How to set up

1. 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).
2. Credentials: Connect your Perplexity AI, OpenAI, and Gmail accounts.
3. Activate Workflow: Turn the workflow on.

Requirements

• An n8n account.
• A Jotform account.
• A Perplexity AI account with API access.
• An OpenAI account with API access.
• A Gmail account.

How to customize the workflow

• 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.
• Prompts: Customize the prompts in both the AI Agent nodes to match your brand’s voice and tone.

🔗 Nodes Used

Jotform Trigger, Gmail, AI Agent, OpenAI Chat Model, Perplexity

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup