基于客户邮件的个性化外展
高级
这是一个CRM, AI Summarization领域的自动化工作流,包含 17 个节点。主要使用 Set, Gmail, Hubspot, ManualTrigger, SplitInBatches 等节点。 基于客户邮件的个性化外展
前置要求
- •Google 账号和 Gmail API 凭证
- •HubSpot API Key
- •Google Gemini API Key
使用的节点 (17)
工作流预览
可视化展示节点连接关系,支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
"meta": {
"instanceId": "09423a3357ff64bdcc082268b9d577001317edbe377a3ccfb0b131ffb9554b30"
},
"nodes": [
{
"id": "d8dab6ac-acfe-452f-921d-55d27060ed6a",
"name": "当点击\"测试工作流\"时",
"type": "n8n-nodes-base.manualTrigger",
"position": [
192,
464
],
"parameters": {},
"typeVersion": 1
},
{
"id": "018a8972-546c-43cc-986a-b72fa9d0d4d9",
"name": "变量",
"type": "n8n-nodes-base.set",
"position": [
1248,
480
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "a6c47778-33f4-46a3-a86a-fd1e75930d93",
"name": "firstname",
"type": "string",
"value": "={{ $json.properties.firstname }}"
},
{
"id": "0e50b2bc-4bea-4fd0-95c0-46a87da69c19",
"name": "lastname",
"type": "string",
"value": "={{ $json.properties.lastname }}"
},
{
"id": "ee15f298-77f6-4c4a-b03b-c2cf9a53bdc2",
"name": "email",
"type": "string",
"value": "={{ $json.properties.email }}"
},
{
"id": "98a718f5-4372-4282-8a9a-46f2af39677a",
"name": "product_to_sell",
"type": "string",
"value": "=AI partnerships: a consulting package of AI development and services. We help customers find a strong foothold on AI initiatives bringing them to life cost effectively and always with results."
}
]
}
},
"typeVersion": 3.4
},
{
"id": "b6cb19c3-db32-4c56-8a61-8eac39c7cae0",
"name": "Google Gemini聊天模型",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
1888,
640
],
"parameters": {
"options": {},
"modelName": "models/gemini-2.0-flash"
},
"credentials": {
"googlePalmApi": {
"id": "KYY7pVULIl0PdDp3",
"name": "Google Gemini(PaLM) Api account"
}
},
"typeVersion": 1
},
{
"id": "5b325d06-e4e9-4a50-a260-ce733d57f007",
"name": "Google Gemini聊天模型1",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
2496,
640
],
"parameters": {
"options": {},
"modelName": "models/gemini-2.0-flash"
},
"typeVersion": 1
},
{
"id": "22c3f6bb-9344-4319-9eeb-4b2d3232aee3",
"name": "创建待审核邮件草稿",
"type": "n8n-nodes-base.gmail",
"position": [
3056,
624
],
"webhookId": "8b3d78e5-8cea-4205-a9db-c66ec01f9558",
"parameters": {
"message": "={{ $json.output.body }}",
"options": {
"sendTo": "={{ $('Variables').first().json.email }}"
},
"subject": "={{ $json.output.subject }}",
"resource": "draft",
"emailType": "html"
},
"typeVersion": 2.1
},
{
"id": "a692062b-c142-47de-997e-10ae6c5420ee",
"name": "生成销售邮件",
"type": "@n8n/n8n-nodes-langchain.informationExtractor",
"position": [
2416,
480
],
"parameters": {
"text": "=# Profile of {{ $('Variables').first().json.firstname }} {{ $('Variables').first().json.lastname }}\n{{ Object.keys($json.output).map(key => `## ${key}\\n${$json.output[key]}`).join('\\n') }}",
"options": {
"systemPromptTemplate": "=You are a sales representative drafting an email to close a potential customer on the following product: <product>{{ $('Variables').first().json.product_to_sell }}</product>\n\nUse the provided profile to draft the a suitable email which reflects similar communication style and addresses their values, ultimately convinces the customer to inquire about and/or buy this product. Provide only the subject and body of the message as this text will go into a template. Omit the subject and signature."
},
"attributes": {
"attributes": [
{
"name": "subject",
"required": true,
"description": "the subject of the message"
},
{
"name": "body",
"required": true,
"description": "the body of the message with html styling"
}
]
}
},
"typeVersion": 1
},
{
"id": "3dc19bf4-167e-46fe-b483-53e752fe0ad2",
"name": "分析并构建用户画像",
"type": "@n8n/n8n-nodes-langchain.informationExtractor",
"position": [
1808,
480
],
"parameters": {
"text": "={{\n$input.all()\n .map(item => `subject: ${item.json.subject}\ndate: ${$json.headers.date}\nmessage: ${item.json.text.substr(0, item.json.text.indexOf('> wrote:') ?? item.json.text.length).replace(/^On[\\w\\W]+$/im, '')}`\n ).join('\\n---\\n')\n}}",
"options": {
"systemPromptTemplate": "=Your task is to build a persona of a customer or potential customer so that we may better serve them for our business. Analyse the recent correspondence of the user, {{ $('Variables').item.json.email }}, and extract the required attributes."
},
"attributes": {
"attributes": [
{
"name": "decision_making_style",
"required": true,
"description": "=Analytical vs. Intuitive: Do they rely on data or gut feelings?\n\nRisk Appetite: Conservative, calculated risk-taker, or bold?\n\nSpeed of Decision-Making: Quick and assertive or deliberate and methodical?"
},
{
"name": " communication_preferences",
"required": true,
"description": "=Preferred Medium: Email, phone calls, in-person meetings, messaging apps?\n\nDetail Orientation: High-level summaries or deep-dive explanations?\n\nTone & Formality: Casual vs. professional, direct vs. diplomatic?"
},
{
"name": "pain_points_challenges",
"required": true,
"description": "=Current Business Challenges: What problems are they actively trying to solve?\n\nIndustry Pressures: Competitive landscape, economic concerns, regulatory issues?\n\nOperational Bottlenecks: Efficiency, team structure, technology gaps?"
},
{
"name": "professional_goals_motivations",
"required": true,
"description": "=Personal Career Goals: Promotion, recognition, financial growth, legacy-building?\n\nBusiness Priorities: Revenue growth, innovation, market expansion, cost reduction?\n\nKey Performance Indicators (KPIs): How do they measure success?"
},
{
"name": "work_style_preferences",
"required": true,
"description": "=Collaboration vs. Independence: Do they prefer teamwork or autonomy?\n\nLevel of Involvement: Hands-on or delegate-and-review?\n\nResponse Time Expectation: Do they expect immediate follow-ups or are they flexible?"
},
{
"name": "personality_behavioral_traits",
"required": true,
"description": "=Big Five Traits: Are they open to new ideas, structured, agreeable, extroverted?\n\nConflict Resolution Style: Do they avoid, confront, or negotiate?\n\nTrust-Building Factors: Do they value reliability, transparency, exclusivity?"
},
{
"name": " buying_investment_behavior",
"required": true,
"description": "=Budget Sensitivity: Price-conscious or value-focused?\n\nBrand Loyalty vs. Openness: Do they stick with familiar providers or explore new options?\n\nDecision Influencers: Do they rely on peers, market research, gut instinct?"
},
{
"name": "preferred_business_culture_ethics",
"required": true,
"description": "=Formality vs. Informality: Corporate structure vs. entrepreneurial mindset?\n\nCore Values: Integrity, innovation, customer-first, sustainability?\n\nCultural Sensitivity: Are there cultural nuances to be aware of in their decision-making?"
},
{
"name": "industry_competitive_awareness",
"required": true,
"description": "=Market Trends Interest: Do they actively track industry shifts?\n\nCompetitor Awareness: Are they reactive to competitors, or focused on internal growth?\n\nTech Adoption: Do they embrace innovation, or are they slow adopters?"
}
]
}
},
"executeOnce": true,
"typeVersion": 1
},
{
"id": "d1a1b59f-b746-40ef-846f-c596564a2538",
"name": "获取所有客户往来邮件",
"type": "n8n-nodes-base.gmail",
"position": [
1456,
480
],
"webhookId": "4d8c4b7a-da0b-49aa-bda8-7b1d89c62636",
"parameters": {
"limit": 20,
"simple": false,
"filters": {
"q": "=from:{{ $json.email }}"
},
"options": {},
"operation": "getAll"
},
"typeVersion": 2.1
},
{
"id": "e091dea6-9880-48fd-a7ca-7b4fadce66ce",
"name": "获取联系人",
"type": "n8n-nodes-base.hubspot",
"position": [
560,
464
],
"parameters": {
"operation": "search",
"authentication": "oAuth2",
"filterGroupsUi": {
"filterGroupsValues": [
{
"filtersUi": {
"filterValues": [
{
"value": "DECISION_MAKER",
"propertyName": "hs_buying_role|enumeration"
}
]
}
}
]
},
"additionalFields": {}
},
"credentials": {
"hubspotOAuth2Api": {
"id": "Vxqd8oQJmbtNmpRz",
"name": "HubSpot account"
}
},
"typeVersion": 2.1
},
{
"id": "6aae27da-13ce-4535-9e80-b7ff190595ee",
"name": "遍历每个联系人",
"type": "n8n-nodes-base.splitInBatches",
"position": [
752,
464
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "5eb22f9c-dfae-495f-9bf4-027f92670bc5",
"name": "联系人参考",
"type": "n8n-nodes-base.noOp",
"position": [
960,
480
],
"parameters": {},
"typeVersion": 1
},
{
"id": "75f939f6-954a-413f-93ed-267ade013491",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
496,
336
],
"parameters": {
"color": 7,
"width": 640,
"height": 372,
"content": "## 1. 在 Hubspot 中选择目标客户"
},
"typeVersion": 1
},
{
"id": "c8c9b8c7-1c38-4142-b2fa-d5f0e69e2a5e",
"name": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1152,
336
],
"parameters": {
"color": 7,
"width": 520,
"height": 372,
"content": "## 2. 获取历史邮件会话"
},
"typeVersion": 1
},
{
"id": "d5f35beb-ac07-4f6e-96ed-ce9395e38aee",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1696,
272
],
"parameters": {
"color": 7,
"width": 540,
"height": 524,
"content": "## 3. 基于邮件构建用户画像"
},
"typeVersion": 1
},
{
"id": "12677fce-489c-4e08-b7fc-558533542de6",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
2256,
272
],
"parameters": {
"color": 7,
"width": 560,
"height": 524,
"content": "## 4. 使用用户画像撰写销售邮件"
},
"typeVersion": 1
},
{
"id": "c20148a9-b8f6-4e24-9522-1df4e72842b2",
"name": "便签9",
"type": "n8n-nodes-base.stickyNote",
"position": [
2848,
416
],
"parameters": {
"color": 7,
"width": 480,
"height": 376,
"content": "## 5. 在 Gmail 中创建草稿"
},
"typeVersion": 1
},
{
"id": "d77dac1f-5f9c-45de-b4f3-3a0c076c67b6",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
0,
-16
],
"parameters": {
"color": 5,
"width": 480,
"height": 712,
"content": "## 本工作流功能"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Variables": {
"main": [
[
{
"node": "Get All Customer's Correspondence",
"type": "main",
"index": 0
}
]
]
},
"Contact Ref": {
"main": [
[
{
"node": "Variables",
"type": "main",
"index": 0
}
]
]
},
"Get Contacts": {
"main": [
[
{
"node": "For Each Contact",
"type": "main",
"index": 0
}
]
]
},
"For Each Contact": {
"main": [
[],
[
{
"node": "Contact Ref",
"type": "main",
"index": 0
}
]
]
},
"Generate Sales Email": {
"main": [
[
{
"node": "Create Draft Email For Review",
"type": "main",
"index": 0
}
]
]
},
"Google Gemini Chat Model": {
"ai_languageModel": [
[
{
"node": "Analyse and Build Persona",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Analyse and Build Persona": {
"main": [
[
{
"node": "Generate Sales Email",
"type": "main",
"index": 0
}
]
]
},
"Google Gemini Chat Model1": {
"ai_languageModel": [
[
{
"node": "Generate Sales Email",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Create Draft Email For Review": {
"main": [
[
{
"node": "For Each Contact",
"type": "main",
"index": 0
}
]
]
},
"Get All Customer's Correspondence": {
"main": [
[
{
"node": "Analyse and Build Persona",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "Get Contacts",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流?
复制上方的 JSON 配置代码,在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」,粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景?
高级 - 客户关系管理, AI 摘要总结
需要付费吗?
本工作流完全免费,您可以直接导入使用。但请注意,工作流中使用的第三方服务(如 OpenAI API)可能需要您自行付费。
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