基于AI的潜在客户资格评定与个性化触达（使用Relevance AI）
高级
这是一个Content Creation, Multimodal AI领域的自动化工作流，包含 34 个节点。主要使用 Set, Code, Gmail, Merge, Slack 等节点。 基于AI的潜在客户资格评定与个性化触达：使用Relevance AI
前置要求
- •Google 账号和 Gmail API 凭证
- •Slack Bot Token 或 Webhook URL
- •可能需要目标 API 的认证凭证
- •Google Sheets API 凭证
- •Google Gemini API Key
使用的节点 (34)
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": "702596a9719c2ee1ff81772a5069e7af986ac325ce905b7dfad8a8c8c8c9c76c",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "ad8ab20b-217c-4ff5-8e32-1290e1b8a135",
"name": "表单",
"type": "n8n-nodes-base.formTrigger",
"position": [
-2080,
-48
],
"webhookId": "57900f3c-69b0-4321-94f9-23d87a278dce",
"parameters": {
"options": {
"appendAttribution": false
},
"formTitle": "Contact Us",
"formFields": {
"values": [
{
"fieldLabel": "First Name",
"placeholder": "John",
"requiredField": true
},
{
"fieldLabel": "Last Name",
"placeholder": "Doe",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email Address",
"placeholder": "johndoe@gmail.com",
"requiredField": true
},
{
"fieldType": "number",
"fieldLabel": "Phone Number",
"placeholder": "+1 1153954790"
},
{
"fieldLabel": "Company Website",
"placeholder": "www.example.com",
"requiredField": true
},
{
"fieldLabel": "Job title",
"placeholder": "Your job title on the company"
}
]
},
"formDescription": "Get in touch within 24h"
},
"typeVersion": 2.2
},
{
"id": "752d2c94-57eb-4837-b787-c6a44b5c2945",
"name": "路由器",
"type": "n8n-nodes-base.switch",
"position": [
0,
224
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "hot",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "9dd93ce5-06d2-44ea-8340-024452300e29",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.label }}",
"rightValue": "hot"
}
]
},
"renameOutput": true
},
{
"outputKey": "warm",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "e70564a2-6988-475e-bf4d-7bb9f4005ded",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.label }}",
"rightValue": "warm"
}
]
},
"renameOutput": true
},
{
"outputKey": "cold",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "4a8862f1-0ba7-4c7a-bf5a-e95f07424ded",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.label }}",
"rightValue": "cold"
}
]
},
"renameOutput": true
}
]
},
"options": {
"fallbackOutput": "none"
}
},
"typeVersion": 3.2
},
{
"id": "d437ef5a-647f-4da6-bcbf-5307f26991f8",
"name": "编辑字段",
"type": "n8n-nodes-base.set",
"position": [
-1808,
-48
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "07a38b87-1129-42ed-abba-ac8a215ab8d6",
"name": "full_name",
"type": "string",
"value": "={{ $json['First Name'] }} {{ $json['Last Name'] }}"
},
{
"id": "f8660556-ec1d-4c4a-81da-e929cd67d4e7",
"name": "email",
"type": "string",
"value": "={{ $json['Email Address'] }}"
},
{
"id": "6c8b34ac-5b77-4708-8f9a-b3af66347a15",
"name": "company_url",
"type": "string",
"value": "={{ $json['Company Website'] }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "a21eaa1b-a250-4fdd-be01-79e80835798c",
"name": "评分个人（相关性）",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1440,
-112
],
"parameters": {
"url": "https://api-d7b62b.stack.tryrelevance.com/latest/studios/3ebb7eb0-de5d-4ac2-867b-a9adfd1b111b/trigger_webhook",
"method": "POST",
"options": {},
"sendBody": true,
"sendQuery": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "full_name",
"value": "={{ $('Edit Fields').item.json.full_name }}"
},
{
"name": "email",
"value": "={{ $('Edit Fields').item.json.email }}"
},
{
"name": "lead_role",
"value": "={{ $('Form').item.json['Job title'] }}"
}
]
},
"genericAuthType": "httpHeaderAuth",
"queryParameters": {
"parameters": [
{
"name": "project",
"value": "<your_relevance.ai_project_ID>"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "b8Ao8Jb2KoJezTx5",
"name": "Relevance.ai [cocaina.Gmail]"
}
},
"typeVersion": 4.2
},
{
"id": "3ff80f8d-61f7-476c-8e8b-c5e169e6ec93",
"name": "评分公司（相关性）",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1440,
80
],
"parameters": {
"url": "https://api-d7b62b.stack.tryrelevance.com/latest/studios/322ff712-944a-45a5-867e-90d29fa506ee/trigger_webhook",
"method": "POST",
"options": {},
"sendBody": true,
"sendQuery": true,
"authentication": "genericCredentialType",
"bodyParameters": {
"parameters": [
{
"name": "company_url",
"value": "={{ $('Edit Fields').item.json.company_url }}"
}
]
},
"genericAuthType": "httpHeaderAuth",
"queryParameters": {
"parameters": [
{
"name": "project",
"value": "<your_relevance.ai_project_ID>"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "b8Ao8Jb2KoJezTx5",
"name": "Relevance.ai [cocaina.Gmail]"
}
},
"typeVersion": 4.2
},
{
"id": "f9320638-fca7-4e1e-8ee5-9e0849048b76",
"name": "总结与评分",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
-768,
-48
],
"parameters": {
"text": "=## HERE'S THE DATA-\n\n### 1. Individual Lead Data:\n```\n{{ JSON.stringify($('score individual (Relevance)').item.json.output) }}\n```\n\n### 2. Company Data (Company the lead works for):\n```\n{{ JSON.stringify($('score company (Relevance)').item.json.output) }}\n```",
"batching": {},
"messages": {
"messageValues": [
{
"message": "=You are an intelligent lead scoring Assistant that evaluates both individuals and their companies to provide comprehensive lead qualification insights Preciceely.\n\n# Role and Objective\n\nYour role is to analyze leads by evaluating both the individual person and their company, then combine these insights intelligently to provide a holistic lead score and qualification status.\n---\n\n## Input Format\n\n**You will receive:**\n 1. Individual Lead Data (A single human/lead)\n 2. Company Data (Company the lead works for)\n 3. Email ID of the lead\n\n\n## Instructions\n\n**First,** analyze both the individual and company separately using the provided data\n\n**When combining information:**\n* Remove duplicate information (e.g., if company size appears in both reports)\n* Prioritize more detailed/accurate source when information conflicts\n* Merge unique insights from both sources\n* Consider both individual and company scores when calculating final score\n\n**Apply your own analytical logic to:**\n* Identify relationships between individual and company data points\n* Spot potential opportunities or red flags\n* Calculate a weighted final score\n\n\n## Scoring Logic\n\n**Combine individual and company scores using this weighted approach:**\n* Individual Score: 40% weight\n* Company Score: 60% weight\n* Use your own Logic/Calculation to score. **Don't just copy-paste the company score**\n\n### Additional scoring adjustments:\n* +10 points if individual is senior leadership at a matching company\n* -5 points if significant misalignment between individual role and company needs\n* -10 points for any critical red flags from either source\n\n\n## Final Score Classifications:\n\n* 80-100: Hot Lead\n* 60-79: Warm Lead\n* 0-59: Cold Lead\n---\n\n# Output Format\n**Return ONLY a JSON object with:**\n{\n \"lead_score\": <0-100, calculated as per instructions>,\n \"status\": \"<Qualified/Disqualified>\",\n \"label\": \"<hot/warm/cold>\",\n \"contact_details\": {\n \"name\": \"<Lead's Full Name>\",\n \"email\": \"<Lead's Email Address>\",\n \"job_title\": \"<Lead's Job Title>\",\n \"seniority_level\": \"<e.g., Executive, Senior, Mid-level, Junior or else>\"\n },\n \"contact_social_profiles\": {\n \"linkedin\": \"<Individual's LinkedIn URL>\",\n \"twitter\": \"<Individual's X/Twitter URL>\"\n },\n \"company_details\": {\n \"name\": \"<Company Name>\",\n \"industry\": \"<Company Industry>\",\n \"size\": \"<Company Size e.g., 51-200>\",\n \"website\": \"<Company Website URL>\",\n \"tech_stack\": [],\n \"growth_signals\": []\n },\n \"company_social_profiles\": {\n \"linkedin\": \"<Company's LinkedIn URL>\",\n \"twitter\": \"<Company's X/Twitter URL>\"\n },\n \"summary\": \"Brief, non-redundant summary combining key individual and company insights, focusing on relevance for outreach.\",\n \"red_flags\": <any red flag if mentioned OR null>,\n \"confidence_score\": <0-100, based on data completeness and consistency>\n}\n---\n\n\n# Example\n\n## Input: \n### 1. Individual Lead Data: Output from the \"Summarize and Score Lead (Individual)\" tool.\n{\n \"score\": 87,\n \"status\": \"Qualified\",\n \"label\": \"hot\",\n \"name\": \"John Doe\",\n \"email_id\": \"johndoe@gmail.com\",\n \"title\": \"Head of Product\",\n \"company_name\": \"Launchly\",\n \"industry\": \"E-commerce Tech\",\n \"company_size\": \"51–200\",\n \"summary\": \"John is a senior product leader at a fast-growing SaaS company, showing strong career progression and relevant skills.\",\n \"key-insights\": \"Likely to be a key decision maker. Prioritize outreach.\",\n \"skills\": [\"Product Management\", \"SaaS\", \"Team Leadership\"],\n \"stability\": \"High\",\n \"profiles\": {\"LinkedIn\": \"https://linkedin.com/in/johndoe\", \"X\": \"https://x.com/johndoe\"},\n \"red_flag\": null\n}\n\n### 2. Company Data: Output from the \"Summarize and score company\" tool.\n{\n \"lead_score\": 78,\n \"status\": \"Qualified\",\n \"label\": \"hot\",\n \"company_name\": \"Launchly\",\n \"industry\": \"E-commerce Tech\",\n \"company_size\": \"51–200\",\n \"summary\": \"Launchly is a mid-sized e-commerce technology startup, demonstrating strong online presence and a modern tech stack. They appear to be in a growth phase.\",\n \"key_insights\": \"Active hiring indicates potential for scaling operations, making them receptive to tools that streamline growth. Their modern tech stack suggests they are open to integrating advanced solutions.\",\n \"tech_stack\": [ \"Hubspot\", \"Klaviyo\", \"Stripe\" ],\n \"growth_signals\": [ \"Hiring\", \"Active blog\" ],\n \"website\": \"https://launchly.io\",\n \"social_profiles\": {\"linkedin\": \"https://linkedin.com/company/launchly\", \"X\": \"https://twitter.com/launchly\"},\n \"red_flag\": null\n}\n\n## Output:\n{\n \"lead_score\": 88,\n \"status\": \"Qualified\",\n \"label\": \"hot\",\n \"contact_details\": {\n \"name\": \"John Doe\",\n \"email\": \"johndoe@gmail.com\",\n \"job_title\": \"Head of Product\",\n \"seniority_level\": \"Executive\"\n },\n \"contact_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/in/johndoe\",\n \"twitter\": \"https://x.com/johndoe\"\n },\n \"company_details\": {\n \"name\": \"Acme Corp\",\n \"industry\": \"SaaS\",\n \"size\": \"201-500\",\n \"website\": \"https://acmecorp.com\",\n \"tech_stack\": [\"React\", \"Node.js\", \"AWS\"],\n \"growth_signals\": [\"Hiring\", \"Recent funding round\"]\n },\n \"company_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/company/launchly\",\n \"twitter\": \"https://twitter.com/launchly\",\n \"youtube\": \"https://youtube.com/launchlyco\"\n },\n \"summary\": \"John Doe is a senior product leader at Launchly, a growing SaaS company. Both individual and company show strong qualification signals, indicating high potential for a successful engagement. Launchly's active hiring and modern tech stack align well with John's leadership role.\",\n \"red_flags\": null,\n \"confidence_score\": 95\n}\n---\n\n## Important Considerations:\n\n* Avoid duplicating information in the final output\n* Only return the specified JSON structure and nothing else\n* Include social profiles only if they exist in the input data\n* Calculate scores independently, don't copy-paste the company score\n* Keep summaries concise and focused on key decision factors\n* Always indicate data quality issues in the confidence score"
}
]
},
"promptType": "define"
},
"typeVersion": 1.7
},
{
"id": "6c34b905-d6e2-4d20-ab44-e986ae5ef39b",
"name": "结构化输出",
"type": "n8n-nodes-base.code",
"position": [
-480,
-48
],
"parameters": {
"jsCode": "const llmOutput = $json.text;\nlet cleanJsonString = llmOutput; // Start with the full output\n\n// 1. Try to extract content from a full markdown JSON block (```json...```)\nconst fullMarkdownMatch = llmOutput.match(/```json\\s*([\\s\\S]*?)\\s*```/);\nif (fullMarkdownMatch && fullMarkdownMatch[1]) {\n cleanJsonString = fullMarkdownMatch[1];\n} else {\n // 2. If no full markdown block, check for only trailing ``` (your current problem)\n // Remove any trailing ``` and surrounding whitespace\n const trailingBackticksMatch = llmOutput.match(/^(.*?)\\s*`{3,}\\s*$/s); // `s` flag allows . to match newlines\n if (trailingBackticksMatch && trailingBackticksMatch[1]) {\n cleanJsonString = trailingBackticksMatch[1];\n } else {\n // 3. Fallback: No markdown, assume the entire output *should* be JSON.\n // (cleanJsonString already holds llmOutput, so no change needed here)\n // We could also try to trim whitespace just in case.\n cleanJsonString = llmOutput.trim();\n }\n}\n\n\n// Now attempt to parse the cleaned string\ntry {\n const parsedJson = JSON.parse(cleanJsonString);\n return [{ json: parsedJson }];\n} catch (e) {\n console.error(\"JSON Parsing Error in Code Node:\", e.message);\n console.error(\"String attempted to parse:\", cleanJsonString);\n throw new Error(\n \"Failed to parse JSON from LLM output: \" + e.message +\n \"\\nString attempted to parse:\\n\" + cleanJsonString +\n \"\\nRaw LLM Output was:\\n\" + llmOutput\n );\n}"
},
"typeVersion": 2
},
{
"id": "c942bec9-3c91-4cbe-8f39-80ae52004a98",
"name": "Deepseek",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
"position": [
-736,
160
],
"parameters": {
"model": "tngtech/deepseek-r1t-chimera:free",
"options": {}
},
"credentials": {
"openRouterApi": {
"id": "oPGlise3ZkYmOynS",
"name": "OpenRouter [Api.Gmail]"
}
},
"typeVersion": 1
},
{
"id": "a81313ef-d2ec-4bc0-9fbb-90c81cf8c696",
"name": "Gemini",
"type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
"position": [
-576,
160
],
"parameters": {
"options": {}
},
"credentials": {
"googlePalmApi": {
"id": "o1FK0fi6w4RpYPp2",
"name": "Gemini(PaLM) [api.Gmail]"
}
},
"typeVersion": 1
},
{
"id": "d0ee2940-3abe-4063-9056-01ca137120db",
"name": "Deepseek R1",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
"position": [
448,
848
],
"parameters": {
"model": "deepseek/deepseek-r1:free",
"options": {}
},
"credentials": {
"openRouterApi": {
"id": "oPGlise3ZkYmOynS",
"name": "OpenRouter [Api.Gmail]"
}
},
"typeVersion": 1
},
{
"id": "f9311c82-1c5a-4fe6-9160-f245e24b16bd",
"name": "结构化输出解析器",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
608,
848
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"To\": {\n \"type\": \"string\",\n \"description\": \"Email address of the lead\"\n },\n \"subject\": {\n \"type\": \"string\",\n \"description\": \"Customized email subject\"\n },\n \"body\": {\n \"type\": \"string\",\n \"description\": \"Full email text with proper formatting\"\n }\n },\n \"required\": [\n \"To\",\n \"subject\",\n \"body\"\n ],\n \"additionalProperties\": false\n}"
},
"typeVersion": 1.3
},
{
"id": "815b4d81-4e0a-434f-93c8-71b2e614c3a0",
"name": "邮件个性化（热线索）",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
448,
192
],
"parameters": {
"text": "=Here's the Lead Data-\n```\n{{ $('Summarize_N_score').item.json.text }}\n```",
"batching": {},
"messages": {
"messageValues": [
{
"message": "=You are an AI Email Personalization Expert that crafts highly targeted, context-aware, Brief emails for hot leads only based on comprehensive lead scoring data. Your role is to convert lead intelligence into compelling outreach.\n---\n\n## Input Data You'll Receive\n\n1. Complete Lead Profile: Comprehensive data from the scoring system, including-\nContact details\nCompany information\nLead scoring results (80-100 only)\nSummary of lead\nTech-stack of the company\n\n2. Optional: Specific product/service to promote (if available)\n---\n\n\n## Knowledge Base\n\nName: Diptamoy Barman\nOccupation: AI Automation Expert (working solo)\nTarget Audience: B2Bs, Content creators, entrepreneurs, social media influencers\nKey Services/Specializations: Lead qualification systems, nurture systems, content repurposing system, chatbots, voice assistants, and other small automations.\nCommunication Style: Results-driven\nTypical Call to Action: Focused on initiating a direct conversation (e.g., \"Would you be open to a quick chat?\", \"Let's connect to discuss this further\").\n---\n\n\n## Email Composition Guidelines\n\n1. Tone & Style\n\nSeniority Matching:\n* Executives: More formal and strategic.\n* Others: Conversational and approachable.\n\nIndustry Mirroring:\n* Tech: Technical and precise.\n* Creative Fields: Friendly and engaging.\n\nName Usage: Use the lead's name naturally, a maximum of two times in the email body.\n\n\n2. Structure\n\nTo: Email of the lead\n\nSubject: [Insightful 3-7 word hook based on lead's role/company]\n\nHi [First Name],\n\n[Personalized opener - reference specific achievement/connection point]\n\n[Value proposition tailored to lead's needs based on their company/role]\n\n[Natural call-to-action]\n\nBest regards,\n[Your First Name]\n\n\n\n3. Personalization Rules\nHOT Leads (80-100 score): Focus on immediate opportunities and direct relevance.\n\n\n4. Content Requirements\nSpecific Detail: MUST reference at least one specific detail from any of the following **VERY BRIEFLY**:\n* How we came to him/her (eg,- they filled a form, showed interest to our product/service)\n* Lead's career history\n* Company growth signals\n* Tech stack/industry trends\n\nStatistic/Insight: Include one relevant statistic or insight if available and pertinent.\n\nPurposeful Content: Never use placeholder text; every sentence must be purposeful and contribute to the email's objective.\n\n\n5. Prohibited\n* Generic phrases (e.g., \"I came across your profile\").\n* Overly salesy or aggressive language.\n* Assumptions not explicitly backed by provided lead data.\n* Too long mails.\n---\n\n\n## Output Format (JSON)\n{\n \"subject\": \"Customized email subject\",\n \"body\": \"Full email text with proper formatting\"\n}\n---\n\n## Example\n\n### Example Input-\n{\n \"lead_score\": 88,\n \"status\": \"Qualified\",\n \"label\": \"hot\",\n \"contact_details\": {\n \"name\": \"John Doe\",\n \"email\": \"johndoe@gmail.com\",\n \"job_title\": \"Head of Product\",\n \"seniority_level\": \"Executive\"\n },\n \"contact_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/in/johndoe\",\n \"twitter\": \"https://x.com/johndoe\"\n },\n \"company_details\": {\n \"name\": \"Acme Corp\",\n \"industry\": \"SaaS\",\n \"size\": \"201-500\",\n \"website\": \"https://acmecorp.com\",\n \"tech_stack\": [\"React\", \"Node.js\", \"AWS\"],\n \"growth_signals\": [\"Hiring\", \"Recent funding round\"]\n },\n \"company_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/company/launchly\",\n \"twitter\": \"https://twitter.com/launchly\",\n \"youtube\": \"https://youtube.com/launchlyco\"\n },\n \"summary\": \"John Doe is a senior product leader at Launchly, a growing SaaS company. Both individual and company show strong qualification signals, indicating high potential for a successful engagement. Launchly's active hiring and modern tech stack align well with John's leadership role.\",\n \"red_flags\": null,\n \"confidence_score\": 95\n}\n\nExample Output- \n{\n \"To\": \"johndoe@gmail.com\",\n \"subject\": \"Streamlining Product Growth at Acme Corp\",\n \"body\": \"Hi John,\\n\\nYour role as Head of Product at Acme Corp, especially with your company's recent funding and active hiring, caught my attention. It’s clear you're at a pivotal point for scaling operations.\\n\\nMany SaaS companies like yours, leveraging a modern tech stack like React, Node.js, and AWS, often face challenges in optimizing their lead qualification and nurture systems as they grow. We specialize in building AI-powered automations that can significantly streamline these processes, freeing up your product team to focus on core innovation.\\n\\nWould you be open to a brief chat next week to explore how we could support Acme Corp's continued growth?\\n\\nBest regards,\\nDiptamoy\"\n}\n---\n\n## Important Considerations\n* Make sure the outreach email is brief but to-the-point\n* Make sure the mail is not generic but personalized.\n* Your response MUST ONLY contain the raw JSON object. Do not include ```json or ```` ` at the beginning or end, or any other conversational text.\"\n* Ensure the fields 'To', 'subject', and 'body' contain the specific, generated content for the email."
}
]
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.7
},
{
"id": "676659e6-e1c9-4c46-a64b-1e4001c06da5",
"name": "邮件个性化（温线索）",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
448,
416
],
"parameters": {
"text": "=Here's the Lead Data-\n```\n{{ $('Summarize_N_score').item.json.text }}\n```",
"batching": {},
"messages": {
"messageValues": [
{
"message": "=You are an AI Email Personalization Expert crafting value-first, nurturing emails for WARM leads based on comprehensive scoring data. Your role is to build trust and demonstrate relevance without premature sales pressure.\n---\n\n## Input Data You'll Receive\n\n1. Complete Lead Profile: Comprehensive data from the scoring system, including-\nContact details\nCompany information\nLead scoring results (60-79 only)\nSummary of lead\nTech-stack of the company (optional)\n\n2. Optional: Specific product/service to promote (if available)\n---\n\n## Knowledge Base\n\nName: Diptamoy Barman\nOccupation: AI Automation Expert (working solo)\nTarget Audience: B2Bs, Content creators, entrepreneurs, social media influencers\nKey Services/Specializations: Lead qualification systems, nurture systems, content repurposing system, chatbots, voice assistants, and other small automations.\nCommunication Style: Results-driven\nTypical Call to Action: Focused on initiating a direct conversation (e.g., \"Would you be open to a quick chat?\", \"Let's connect to discuss this further\").\n---\n\n## Email Composition Guidelines\n\n1. **Tone & Style** \n - *Consultative*: Focus on problem-solving rather than solutions \n - *Educative*: Position as helpful advisor, not seller \n - *Name Usage*: Same rules (max 2 mentions) \n\n2. **Structure** \nSubject: [Value-focused 4-8 word hook]\n\nHi [First Name],\n\n[Establish credibility through observed achievement/pattern]\n\n[Share industry insight relevant to their context]\n\n[Offer micro-value (no commitment required)]\n\n[Soft call-to-action]\n\nBest regards,\n[Your First Name]\n\n\n3. **Personalization Rules for WARM Leads** \n - Focus on *pain point validation* not solution pitching \n - Build credibility through *industry insights* \n - Offer *asymmetric value* (high value for low commitment) \n\n4. **Content Requirements** \n - MUST include: \n 1. Specific observation from company/lead data \n 2. One industry statistic or benchmark \n 3. Free resource offer (guide/template/audit) \n - Avoid: Direct product mentions or \"demo\" requests \n\n5. **Prohibited** \n * Generic phrases (e.g., \"I came across your profile\").\n * Overly salesy or aggressive language.\n * Assumptions not explicitly backed by provided lead data.\n * Too long mails. \n * no \"free consultation\" offers \n---\n\n## Output Format (JSON) \n{\n \"To\": \"Email address of the lead\",\n \"subject\": \"Customized email subject\",\n \"body\": \"Full email text with proper formatting\"\n} \n---\n\n## Example \n\n### Input (WARM lead snippet) \n{\n \"lead_score\": 72,\n \"status\": \"Qualified\",\n \"label\": \"warm\",\n \"contact_details\": {\n \"name\": \"Sarah Chen\",\n \"email\": \"sarah@growthhive.io\",\n \"job_title\": \"Marketing Director\",\n \"seniority_level\": \"Senior\"\n },\n \"contact_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/in/sarahchen-growth\",\n \"twitter\": \"https://x.com/sarah_hive\"\n },\n \"company_details\": {\n \"name\": \"GrowthHive\",\n \"industry\": \"Marketing Tech\",\n \"size\": \"51-200\",\n \"website\": \"https://growthhive.io\",\n \"tech_stack\": [\"HubSpot\", \"Canva\", \"Google Analytics\"],\n \"growth_signals\": [\"Expanding to SEA\", \"New podcast launch\", \"Recent agency acquisition\"]\n },\n \"company_social_profiles\": {\n \"linkedin\": \"https://linkedin.com/company/growthhive\",\n \"twitter\": \"https://twitter.com/growthhive\",\n \"youtube\": \"https://youtube.com/growthhive\"\n },\n \"summary\": \"Sarah Chen leads marketing at GrowthHive, a scaling MarTech firm expanding to Southeast Asia. Shows moderate automation maturity with basic tech stack. Recent acquisition indicates growth phase but limited AI adoption.\",\n \"red_flags\": \"Basic tech stack may limit scaling capabilities\",\n \"confidence_score\": 85\n}\n\n### Output\n{\n \"To\": \"sarah@growthhive.io\",\n \"subject\": \"Scaling Content Across SEA Markets\",\n \"body\": \"Hi Sarah,\\n\\nNoticing GrowthHive's expansion into Southeast Asia and your new podcast - impressive growth trajectory! Marketing teams scaling in this region see 40% higher engagement when localizing content (McKinsey 2024).\\n\\nI've created a lightweight checklist for avoiding common localization pitfalls - want me to share it? No strings attached.\\n\\nWhen you have 2 minutes this week, I'd appreciate your perspective on regional content trends.\\n\\nBest regards,\\nDiptamoy\"\n}\n---\n\n\n## Key Warm Lead Adjustments:\n\n* Opener: Observes without judgment (\"impressive growth\" vs HOT's \"pivotal point\")\n* Value: Offers insight (statistic) + micro-resource (checklist)\n* CTA: Asks for perspective (low pressure) vs meeting request\n* Positioning: Focuses on shared learning rather than solution-selling\n* Tension: Highlights their challenge without prescribing fix"
}
]
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.7
},
{
"id": "7fb47b10-c36b-4b02-bcdd-e368629ae27c",
"name": "邮件个性化（冷线索）",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
448,
640
],
"parameters": {
"text": "=Here's the Lead Data-\n```\n{{ $('Summarize_N_score').item.json.text }}\n```",
"batching": {},
"messages": {
"messageValues": [
{
"message": "=You are an AI Email Personalization Expert crafting awareness-building emails for COLD leads based on lead scoring data. Your role is to establish credibility without sales pressure.\n---\n\n## Input Data You'll Receive\n\n1. Complete Lead Profile:\n - Contact details\n - Company information\n - Lead scoring results (0-59 only)\n - Summary of lead\n - Tech-stack of the company (Optional)\n - Growth signals (Optional)\n - Red flags (handle carefully)\n\n2. Optional: Specific product/service to promote (if available)\n---\n\n## Knowledge Base\n\nName: Diptamoy Barman\nOccupation: AI Automation Expert (working solo)\nTarget Audience: B2Bs, Content creators, entrepreneurs\nKey Services: Lead qualification, nurture systems, content repurposing\nCold Lead Approach: Pure education with zero conversion pressure\nResource Strategy: High-value no-strings content\n---\n\n## Email Composition Guidelines\n\n1. **Tone & Style**\n - *Neutral Observer*: Position as industry commentator\n - *Jargon-Free*: Simplify technical concepts\n - *Name Usage*: Only in greeting (once)\n - *Length*: 70-90 words maximum\n\n2. **Structure** \nSubject: [Non-salesy industry insight]\n\nHi [First Name],\n\n[Industry-wide observation]\n\n[Statistic/trend relevant to their sector]\n\n[No-strings resource offer]\n\n[Positive closing without ask]\n\nBest regards,\n[Your First Name]\n\n\n3. **Personalization Rules**\n - Only reference neutral attributes: industry, role type\n - Never mention: red flags, tech limitations, growth gaps\n - Position resources as \"publicly available\"\n\n4. **Content Requirements**\n - MUST include:\n 1. Industry statistic with source/year\n 2. One universally applicable resource\n 3. Positive industry affirmation\n - Prohibited:\n - Any call-to-action\n - References to their specific data\n - Problem/solution framing\n\n5. **Resource Strategy**\n - Offer \"gift\" resources requiring zero commitment\n - Examples: Anonymous case studies, trend reports\n - Position: \"Recently shared with similar leaders\"\n---\n\n\n## Output Format (JSON)\n{\n \"To\": \"Email address of the lead\",\n \"subject\": \"Email subject (4-7 words)\",\n \"body\": \"Full email text\"\n}\n---\n\n## Example Input\n```\n{\n \"lead_score\": 42,\n \"contact_details\": {\n \"name\": \"Robert Kim\",\n \"email\": \"robert@heritagebank.com\",\n \"job_title\": \"VP Operations\",\n \"seniority_level\": \"Executive\"\n },\n \"company_details\": {\n \"name\": \"Heritage Bank\",\n \"industry\": \"Traditional Banking\",\n \"size\": \"5001+\",\n \"tech_stack\": [\"Mainframe\", \"Excel\"],\n \"red_flag\": \"No digital transformation in 5+ years\"\n },\n \"summary\": \"Robert leads operations at traditional bank with minimal tech innovation. Shows resistance to automation solutions.\"\n}```\n\n## Example Output\n{\n \"To\": \"robert@heritagebank.com\",\n \"subject\": \"How Banking Ops Leaders Save 9 Weekly Hours\",\n \"body\": \"Hi Robert,\\n\\nBanking operations teams are exploring new efficiency tools this year. A recent Financial Times study found 62% save 9+ weekly hours through lightweight automation pilots.\\n\\nI've published anonymous case studies of similar institutions testing non-invasive tools - available here with no signup: [Link]\\n\\nWishing you continued success navigating the evolving financial landscape.\\n\\nBest regards,\\nDiptamoy\"\n}\n---\n\n\n## Key Cold Lead Tactics:\n\n* Subject: Focuses on industry benefit (eg,- \"Banking Ops Leaders\")\n* Opening: Neutral sector observation (eg,- \"teams are exploring\")\n* Statistic: Credible source with specific metric\n* Access: \"No signup\" lowers barrier\n* Closing: Positive affirmation without engagement ask\n\n* Avoids:\n * Mentioning their legacy tech stack\n * Referencing digital transformation gap\n * Any direct call-to-action"
}
]
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.7
},
{
"id": "ca1fc9b7-d669-4dfe-b350-83a70e529d04",
"name": "创建草稿",
"type": "n8n-nodes-base.gmail",
"position": [
896,
192
],
"webhookId": "54a55222-ac30-4768-bfcb-5abd3d86ea55",
"parameters": {
"message": "={{ $json.output.body }}",
"options": {
"sendTo": "={{ $json.output.To }}"
},
"subject": "={{ $json.output.subject }}",
"resource": "draft"
},
"credentials": {
"gmailOAuth2": {
"id": "buEuUG9XAWEPvvmy",
"name": "Gmail [Api]"
}
},
"typeVersion": 2.1
},
{
"id": "cd908406-2c72-41cc-a7a3-45281a55fc8d",
"name": "更新 CRM",
"type": "n8n-nodes-base.googleSheets",
"position": [
384,
-704
],
"parameters": {
"columns": {
"value": {
"Email": "={{ $json.Lead_email }}",
"Label": "={{ $json.label }}",
"Summary": "={{ $json.Summary }}",
"Industry": "={{ $json.Company_Industry }}",
"Job title": "={{ $json[\"Lead_job-title\"] }}",
"Lead Name": "={{ $json.Lead_Name }}",
"Red flags": "={{ $json.Red_flags }}",
"Lead score": "={{ $json.lead_score }}",
"Tech stack": "={{ JSON.stringify($json.Tech_stack) }}",
"Company URL": "={{ $json.Company_Website }}",
"Company Name": "={{ $json.Company_name }}",
"Company Size": "={{ $json.Company_size }}",
"Lead Socials": "={{ $json.contact_social_profiles }}",
"Growth signals": "={{ JSON.stringify($json.Growth_signals) }}",
"Company Socials": "={{ $json.company_socials }}",
"Lead confidence score": "={{ $json.confidence_score }}"
},
"schema": [
{
"id": "Lead Name",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Lead Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Lead score",
"type": "string",
"display": true,
"required": false,
"displayName": "Lead score",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Label",
"type": "string",
"display": true,
"required": false,
"displayName": "Label",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Job title",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Job title",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Lead Socials",
"type": "string",
"display": true,
"required": false,
"displayName": "Lead Socials",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company Name",
"type": "string",
"display": true,
"required": false,
"displayName": "Company Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Industry",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Industry",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company URL",
"type": "string",
"display": true,
"required": false,
"displayName": "Company URL",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company Socials",
"type": "string",
"display": true,
"required": false,
"displayName": "Company Socials",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Summary",
"type": "string",
"display": true,
"required": false,
"displayName": "Summary",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Red flags",
"type": "string",
"display": true,
"required": false,
"displayName": "Red flags",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company Size",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Company Size",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Tech stack",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Tech stack",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Growth signals",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Growth signals",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Lead confidence score",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Lead confidence score",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Outreach mail",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "Outreach mail",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Status",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"Lead Name"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "appendOrUpdate",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1riKQHaVN8OE9TW8HApdIQmAxWM3GZFQbi5Ta5mR27Ao/edit#gid=0",
"cachedResultName": "Practice"
},
"documentId": {
"__rl": true,
"mode": "list",
"value": "1riKQHaVN8OE9TW8HApdIQmAxWM3GZFQbi5Ta5mR27Ao",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1riKQHaVN8OE9TW8HApdIQmAxWM3GZFQbi5Ta5mR27Ao/edit?usp=drivesdk",
"cachedResultName": "CRM"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "qFbzt8UEkM4EqITD",
"name": "Google Sheets [Api.Gmail]"
}
},
"typeVersion": 4.6
},
{
"id": "a152149e-7db5-4578-8849-86ebe5fc6561",
"name": "通知团队",
"type": "n8n-nodes-base.slack",
"position": [
912,
-352
],
"webhookId": "7151c78b-2c7f-4ed3-8dfc-05b6ba6c0b2a",
"parameters": {
"text": "=*HOT Lead Alert*\n\nName: {{ $json.Lead_Name }}\nemail: {{ $json.Lead_email }}\nLead score: {{ $json.lead_score }}\nCompany website: {{ $json.Company_Website }}\n\nSend/ edit the draft mail here: https://mail.google.com/mail/u/0/#drafts?compose={{ $json.message.id }}\nCheck lead details here: <your_google_sheets_ID>",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C095G55KJ3X",
"cachedResultName": "new-lead-notification"
},
"otherOptions": {
"unfurl_links": false,
"includeLinkToWorkflow": false
}
},
"credentials": {
"slackApi": {
"id": "PHT6BhzuJ9HLl9Uc",
"name": "Slack [Api.Gmail]"
}
},
"typeVersion": 2.3
},
{
"id": "0876072a-5c07-4609-977f-cae5bc08a66a",
"name": "设置数据",
"type": "n8n-nodes-base.set",
"position": [
16,
-624
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "06b133dc-f975-4815-958d-43cc14231253",
"name": "label",
"type": "string",
"value": "={{ $('Structured Output').item.json.label }}"
},
{
"id": "a4e39775-328d-4aa6-8741-6f7f49995e1d",
"name": "Lead_Name",
"type": "string",
"value": "={{ $('Structured Output').item.json.contact_details.name }}"
},
{
"id": "1a2c9926-0e04-4fbc-810f-12cadcef5376",
"name": "lead_score",
"type": "string",
"value": "={{ $('Structured Output').item.json.lead_score }}"
},
{
"id": "086e0d1b-6722-4b34-9df8-88bd7c194511",
"name": "Lead_email",
"type": "string",
"value": "={{ $('Structured Output').item.json.contact_details.email }}"
},
{
"id": "59ff85a2-feba-4067-bd71-e19ee4eebb09",
"name": "Lead_job-title",
"type": "string",
"value": "={{ $('Structured Output').item.json.contact_details.job_title }} ({{ $('Structured Output').item.json.contact_details.seniority_level }})"
},
{
"id": "469017bb-421c-47dc-b159-16ebe985a71c",
"name": "contact_social_profiles",
"type": "string",
"value": "={{ JSON.stringify($('Structured Output').item.json.contact_social_profiles) }}"
},
{
"id": "fd922c88-e42e-48a2-afb2-99de8e08ecfe",
"name": "Company_name",
"type": "string",
"value": "={{ $('Structured Output').item.json.company_details.name }}"
},
{
"id": "6efd732c-b958-4ea5-829b-521cf5a73cc3",
"name": "Company_Industry",
"type": "string",
"value": "={{ $('Structured Output').item.json.company_details.industry }}"
},
{
"id": "3d195c14-368d-426e-9f75-a38c5d36cee8",
"name": "Company_Website",
"type": "string",
"value": "={{ $('Structured Output').item.json.company_details.website }}"
},
{
"id": "0e9d5f93-bbc7-4e87-bb10-603a181a4fa9",
"name": "company_socials",
"type": "string",
"value": "={{ JSON.stringify($('Structured Output').item.json.company_social_profiles) }}"
},
{
"id": "10ea6cda-3901-4d61-abd6-a609fdcf0df3",
"name": "Summary",
"type": "string",
"value": "={{ $('Structured Output').item.json.summary }}"
},
{
"id": "5c1d9427-5b7b-4de3-92fb-bf9173b69a7f",
"name": "Company_size",
"type": "string",
"value": "={{ $('Structured Output').item.json.company_details.size }}"
},
{
"id": "4693699f-c8a7-407a-b6f8-6b932a3b7660",
"name": "Tech_stack",
"type": "array",
"value": "={{ $('Structured Output').item.json.company_details.tech_stack }}"
},
{
"id": "5ec81b8e-7a2e-40a5-a5e1-867168bf4f6e",
"name": "Growth_signals",
"type": "array",
"value": "={{ $('Structured Output').item.json.company_details.growth_signals }}"
},
{
"id": "b62b7d52-688b-48aa-8632-73fb061ae690",
"name": "Red_flags",
"type": "string",
"value": "={{ $('Structured Output').item.json.red_flags }}"
},
{
"id": "c77fb15e-6b79-4e88-bae8-84c365be64f7",
"name": "confidence_score",
"type": "number",
"value": "={{ $('Structured Output').item.json.confidence_score }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "1a036c4b-9003-467d-9ab3-58e1f30b85ae",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2112,
-256
],
"parameters": {
"width": 464,
"height": 368,
"content": "## 🟧 线索收集\\n表单 → 从您的网站/联系页面捕获访客详细信息（姓名、邮箱、公司、职位）。\\n\\n编辑字段 → 规范化输入（合并姓名、提取公司网址）。"
},
"typeVersion": 1
},
{
"id": "4f63151d-fd6d-4455-9e0f-e70d5c64fa93",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1520,
-544
],
"parameters": {
"width": 528,
"height": 784,
"content": "## 🔵 线索丰富\\n评分个人（相关性）→ 调用 Relevance AI 评估线索的个人匹配度（角色、专业能力、影响力）。\\n\\n评分公司（相关性）→ 调用 Relevance AI 评估公司的市场匹配度、规模、增长信号等。\\n\\n合并 → 将两个评分合并为一个有效载荷进行整体评估。"
},
"typeVersion": 1
},
{
"id": "6835df06-c477-4694-8c4b-1510dfa624f0",
"name": "合并数据",
"type": "n8n-nodes-base.merge",
"position": [
-1152,
-48
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3.2
},
{
"id": "04f36d10-2f86-4df1-b326-dd241e5e6f44",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-864,
-240
],
"parameters": {
"width": 512,
"height": 528,
"content": "## 🟩 线索评分与洞察\\n总结与评分 → AI 分析合并数据（40%个人 + 60%公司）以对照理想客户画像，生成最终线索评分、资格状态和结构化 JSON 输出。\\n\\n结构化输出 → 清理并解析 LLM 输出，确保为后续步骤提供一致的 JSON。"
},
"typeVersion": 1
},
{
"id": "6404a8a5-b72d-4c3b-b55c-52cf62d4f395",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-16,
-864
],
"parameters": {
"width": 576,
"height": 400,
"content": "## 🟨 数据处理\\n设置数据 → 提取关键字段（线索姓名、邮箱、标签、摘要、风险标志等）用于 CRM 和路由。\\n\\n更新 CRM（Google Sheets）→ 在您的 CRM 表格中记录或更新线索详情以进行跟踪。"
},
"typeVersion": 1
},
{
"id": "0caa564b-f69a-4d41-8c2f-23930f56b2a6",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-128,
0
],
"parameters": {
"width": 304,
"height": 400,
"content": "## 🔀 按线索质量路由\\n路由器 → 根据评分阈值将线索分为热/温/冷：\\n\\n热线索：≥80\\n\\n温线索：60–79\\n\\n冷线索：<60"
},
"typeVersion": 1
},
{
"id": "d0df6c65-fb78-4d0d-8bbe-54d83d877873",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
320,
-64
],
"parameters": {
"width": 800,
"height": 1056,
"content": "## ✉️ 附加功能：个性化外联\\n邮件个性化（热线索）→ 生成高影响力、以转化为导向的外联邮件。\\n\\n邮件个性化（温线索）→ 创建建立信任、咨询式的邮件。\\n\\n邮件个性化（冷线索）→ 发送中性、以提升认知度为主的邮件（无销售推动）。\\n\\n创建草稿（Gmail）→ 为热线索起草外联邮件（让团队在发送前审核）。\\n\\n发送邮件 → 直接向温/冷线索发送邮件"
},
"typeVersion": 1
},
{
"id": "6f3ae231-c8c4-4070-af56-8d18984a0d64",
"name": "发送邮件",
"type": "n8n-nodes-base.gmail",
"position": [
896,
528
],
"webhookId": "54a55222-ac30-4768-bfcb-5abd3d86ea55",
"parameters": {
"sendTo": "={{ $json.output.To }}",
"message": "={{ $json.output.body }}",
"options": {},
"subject": "={{ $json.output.subject }}"
},
"credentials": {
"gmailOAuth2": {
"id": "buEuUG9XAWEPvvmy",
"name": "Gmail [Api]"
}
},
"typeVersion": 2.1
},
{
"id": "eb084bdf-d233-4d07-9dab-fb06dc7dceca",
"name": "### 需要帮助？",
"type": "n8n-nodes-base.stickyNote",
"position": [
592,
-416
],
"parameters": {
"width": 432,
"height": 224,
"content": "## 热线索通知"
},
"typeVersion": 1
},
{
"id": "18c43755-6fb7-4d80-b907-c966d9f4740d",
"name": "合并数据+邮件",
"type": "n8n-nodes-base.merge",
"position": [
672,
-352
],
"parameters": {
"mode": "combine",
"options": {},
"combineBy": "combineByPosition"
},
"typeVersion": 3.2
},
{
"id": "df2d6715-9ec7-4fc9-8f2b-86f73e965282",
"name": "GET 模型",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3232,
-832
],
"parameters": {
"color": 6,
"width": 1040,
"height": 1856,
"content": "## ⚙️ 设置与配置指南\\n本指南帮助您（或任何克隆此工作流的人）快速完成设置。\\n---\\n\\n### 🔑 1. API 与凭证设置\\n- **Relevance AI**\\n - 在 [Relevance AI](https://relevanceai.com) 注册。\\n - 为线索和公司评分创建一个**项目**和**工作室**。\\n - 生成 **API 密钥** → 粘贴到以下节点的 HTTP 请求头中：\\n - `评分个人（相关性）` 节点\\n - `评分公司（相关性）` 节点\\n- **Google Sheets**（用于 CRM 记录）\\n - 在 n8n 中连接您的 Google 账户。\\n - 确保您的表格有所需列，或让 n8n 创建它们。\\n - [克隆此表格模板用作 CRM](https://docs.google.com/spreadsheets/d/1riKQHaVN8OE9TW8HApdIQmAxWM3GZFQbi5Ta5mR27Ao/edit?usp=sharing)\\n- **Gmail**\\n - 通过 OAuth 在 n8n 中连接您的 Gmail。\\n - 允许 `草稿` 和 `发送邮件` 权限。\\n- **Slack（可选）**\\n - 创建一个 Slack 应用和机器人令牌。\\n - 在 n8n Slack 凭证中添加它。\\n - 将示例频道 ID 替换为您自己的。\\n---\\n\\n### 📈 2. Relevance AI 模板\\n- [个人线索评分](https://app.relevanceai.com/notebook/f1db6c/0d4f22cd-d888-4b97-a7d6-c9a44ae87137/d27e0c3f-3d61-4d16-b298-83cbbd031e44)\\n\\n- [公司评分](https://app.relevanceai.com/notebook/f1db6c/0d4f22cd-d888-4b97-a7d6-c9a44ae87137/c4de5d95-6ad4-48da-a3b4-1eb0c88f7fcb)\\n\\n在您自己的 Relevance AI 实例中克隆这些模板\\n---\\n\\n### 👥 3. 线索收集选项\\n您可以使用**任何与 n8n 集成的表单平台**：\\n\\n- **n8n 表单触发器** *（本示例中使用）*\\n- **Typeform**、**Tally**、**Paperform**、**Jotform** 等\\n- **HubSpot 表单** 或其他 CRM 原生表单\\n- **自定义网站表单** 通过 webhook\\n\\n💡 提示：收集更多字段（如 LinkedIn 个人资料、公司规模、行业）可提高评分准确性。\\n---\\n\\n### 🗄️ 4. CRM 目的地\\n您可以将合格线索存储在任何地方：\\n\\n- **Google Sheets** *（此工作流已包含）*\\n- **HubSpot CRM**\\n- **Pipedrive**\\n- **Zoho**\\n- **Salesforce**\\n- **Airtable** 或 **Notion**\\n- 任何 SQL/NoSQL 数据库\\n\\n👉 只需将 **“更新 CRM”** 节点替换为您首选的 CRM 连接器。\\n---\\n\\n### 🔀 5. 自定义线索评分\\n- 在您的 Relevance AI 模板中调整**个人和公司评分之间的权重**（默认：40% 个人 / 60% 公司）。\\n- 更改**路由器阈值**：\\n - 热线索 → 80–100\\n - 温线索 → 60–79\\n - 冷线索 → 低于 60\\n- 添加自定义规则（例如，优先处理某些行业，排除竞争对手）。\\n---\\n\\n### 💌 6. 邮件发送\\n- 热线索 → 创建**草稿**邮件，在发送前手动审核。\\n- 温和冷线索 → 自动发送。\\n- 您可以将 Gmail 替换为：\\n - **Outlook**\\n - **HubSpot 邮件**\\n - **SendGrid**、**Mailgun**\\n - n8n 支持的任何邮件提供商\\n---\\n\\n### 🚀 7. 扩展与增强\\n- 使用 **Clearbit**、**Apollo** 或 **ZoomInfo** 等服务丰富线索信息。\\n- 直接同步到您的 **CRM 管道**（HubSpot、Salesforce 等）。\\n- 根据回复或不活跃情况添加**跟进序列**。\\n- 为敏感或高价值线索包含**人工审批步骤**。\\n---\\n\\n💡 **注意：** 保持 API 密钥机密。请勿在截图或公共仓库中分享它们。使用 OAuth 凭证而非将 API 硬编码到节点中。"
},
"typeVersion": 1
},
{
"id": "b237e96c-3d48-44c0-b467-d1453e82a01d",
"name": "## 试试看！",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3152,
-1056
],
"parameters": {
"color": 5,
"width": 880,
"height": 192,
"content": "## 此工作流使用 Relevance AI + n8n 自动化线索资格认证。它同时对个人和公司进行评分，按质量路由，并触发定制化的外联——同时记录到 CRM 并通知团队。"
},
"typeVersion": 1
},
{
"id": "96566740-b1d2-474f-a2c2-335a04584534",
"name": "## 1. 创建新的自定义 OpenAI 凭据",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2032,
-832
],
"parameters": {
"color": 7,
"width": 1056,
"content": "## 我在 **表单** 和 **RelevanceAI** 节点中固定了一些数据。您可以查看这些数据以了解数据的外观。"
},
"typeVersion": 1
},
{
"id": "cb5367fb-6522-4c5e-8295-771ebb4a40b0",
"name": "便签10",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1520,
272
],
"parameters": {
"color": 4,
"width": 352,
"height": 112,
"content": "## 快速提示："
},
"typeVersion": 1
},
{
"id": "0fcb90e4-4bee-4961-b424-787d624c3cbf",
"name": "便签 11",
"type": "n8n-nodes-base.stickyNote",
"position": [
864,
-496
],
"parameters": {
"color": 3,
"height": 288,
"content": "## 配置我！"
},
"typeVersion": 1
},
{
"id": "7160316a-d39c-4261-8df5-dbd87fcc925d",
"name": "便签 12",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1488,
-304
],
"parameters": {
"color": 3,
"height": 544,
"content": "## 配置我们！"
},
"typeVersion": 1
}
],
"pinData": {
"Form": [
{
"formMode": "test",
"Job title": "founder and ceo",
"Last Name": "Ottley",
"First Name": "Liam",
"submittedAt": "2025-07-06T12:16:53.976+02:00",
"Phone Number": 0,
"Email Address": "liamottley@gmail.com",
"Company Website": "morningside.ai"
}
],
"score company (Relevance)": [
{
"output": {
"label": "warm",
"status": "Qualified",
"summary": "Morningside AI is a fast-growing AI consulting firm with a strong online presence and a modern tech stack, positioning itself as a full-cycle AI partner. Despite impressive stated achievements, a significant red flag exists with unpopulated metrics on their website.",
"website": "https://morningside.ai/",
"industry": "AI Consulting/Tech-enabled Services",
"red_flag": "Website displays '0+' for key achievement metrics (AI Opportunities identified, Bespoke AI solutions developed), significantly undermining credibility and professionalism.",
"lead_score": 65,
"tech_stack": [
"Vercel",
"Amazon",
"Namecheap DNS",
"CloudFront",
"Google Analytics 4",
"Google Tag Manager",
"Facebook Pixel",
"Webflow",
"Next.js",
"Cloudflare",
"AWS Lambda",
"reCAPTCHA Enterprise"
],
"company_name": "Morningside AI",
"company_size": "11-50",
"key_insights": "The '0+' metrics on their website are a critical oversight that undermines credibility and should be highlighted in any outreach. Their focus on 'AI-first' transformation and internal team empowerment suggests a strategic approach to AI adoption, making them a good fit for solutions that support long-term AI integration. Their broad network of AI Automation Agencies could also present partnership opportunities.",
"growth_signals": [
"Consulted 40,000+ AI Automation Agencies",
"Identified 435+ AI use cases",
"Developed 50+ tailored AI solutions",
"Cultivated network of 17M+ professionals"
],
"social_profiles": {
"YouTube": "https://www.youtube.com/@MorningsideAI",
"Facebook": "https://www.facebook.com/MorningsideAI",
"LinkedIn": "https://www.linkedin.com/company/morningside-ai/"
}
}
}
],
"score individual (Relevance)": [
{
"output": {
"name": "Liam Ottley",
"size": "11-50 (inferred for AAA Accelerator)",
"label": "hot",
"score": 90,
"title": "Founder",
"skills": [
"AI Expertise",
"Entrepreneurship",
"Digital Marketing",
"Content Creation",
"Community Building",
"Leadership",
"Strategic Thinking"
],
"status": "Qualified",
"company": "AAA Accelerator & Morningside AI",
"summary": "Liam Ottley is a highly accomplished and influential entrepreneur in the AI space, leading two successful ventures and building a significant online presence. His expertise spans AI development, education, and digital marketing, making him a strong candidate for strategic partnerships or high-level engagement.",
"email_id": "liamottley@gmail.com",
"industry": "Tech-enabled services (AI Education/Development)",
"profiles": {
"YouTube": "https://www.youtube.com/@LiamOttley",
"LinkedIn": "https://www.linkedin.com/in/liamottley/"
},
"red_flag": "Minor data inconsistencies (company size range vs. employee count, minor date discrepancy for AAA Accelerator tenure).",
"stability": "High (serial entrepreneur with current long-term ventures)",
"key-insights": "Liam is a founder of two AI-focused companies and a prominent AI content creator with a large audience. He demonstrates strong entrepreneurial drive, deep AI expertise, and a proven ability to build and scale businesses and communities. He is a key decision-maker and thought leader in the AI education and development sectors."
}
}
]
},
"connections": {
"Form": {
"main": [
[
{
"node": "Edit Fields",
"type": "main",
"index": 0
}
]
]
},
"Gemini": {
"ai_languageModel": [
[
{
"node": "Summarize_N_score",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Router": {
"main": [
[
{
"node": "Email Personalizer (HOT)",
"type": "main",
"index": 0
}
],
[
{
"node": "Email Personalizer (WARM)",
"type": "main",
"index": 0
}
],
[
{
"node": "Email Personalizer (COLD)",
"type": "main",
"index": 0
}
]
]
},
"Deepseek": {
"ai_languageModel": [
[]
]
},
"Set data": {
"main": [
[
{
"node": "Update CRM",
"type": "main",
"index": 0
},
{
"node": "Merge data+mail",
"type": "main",
"index": 0
}
]
]
},
"Merge data": {
"main": [
[
{
"node": "Summarize_N_score",
"type": "main",
"index": 0
}
]
]
},
"Update CRM": {
"main": [
[]
]
},
"Deepseek R1": {
"ai_languageModel": [
[
{
"node": "Email Personalizer (WARM)",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Email Personalizer (COLD)",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Email Personalizer (HOT)",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Edit Fields": {
"main": [
[
{
"node": "score individual (Relevance)",
"type": "main",
"index": 0
},
{
"node": "score company (Relevance)",
"type": "main",
"index": 0
}
]
]
},
"Create a draft": {
"main": [
[
{
"node": "Merge data+mail",
"type": "main",
"index": 1
}
]
]
},
"Merge data+mail": {
"main": [
[
{
"node": "Notify team",
"type": "main",
"index": 0
}
]
]
},
"Structured Output": {
"main": [
[
{
"node": "Set data",
"type": "main",
"index": 0
},
{
"node": "Router",
"type": "main",
"index": 0
}
]
]
},
"Summarize_N_score": {
"main": [
[
{
"node": "Structured Output",
"type": "main",
"index": 0
}
]
]
},
"Email Personalizer (HOT)": {
"main": [
[
{
"node": "Create a draft",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "Email Personalizer (HOT)",
"type": "ai_outputParser",
"index": 0
},
{
"node": "Email Personalizer (COLD)",
"type": "ai_outputParser",
"index": 0
},
{
"node": "Email Personalizer (WARM)",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Email Personalizer (COLD)": {
"main": [
[
{
"node": "Send email",
"type": "main",
"index": 0
}
]
]
},
"Email Personalizer (WARM)": {
"main": [
[
{
"node": "Send email",
"type": "main",
"index": 0
}
]
]
},
"score company (Relevance)": {
"main": [
[
{
"node": "Merge data",
"type": "main",
"index": 1
}
]
]
},
"score individual (Relevance)": {
"main": [
[
{
"node": "Merge data",
"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 - 内容创作, 多模态 AI
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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工作流信息
难度等级
高级
节点数量34
分类2
节点类型14
作者
Diptamoy Barman
@diptamoy-barmanHeya 👋 I’m Diptamoy, an AI enthusiast who loves sharing & teaching n8n automation to build real workflows that scale and solve real problems. Have questions? Drop them in the comments — I'm always open to help!
外部链接
在 n8n.io 查看 →
分享此工作流