Automation library · AI assistants

Send Personalized B2B/B2C Welcome Emails with Jotform

Started by an event in a connected app, and works across Gmail. It hands the judgement calls to OpenAI and Perplexity. 10 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI, Perplexity

10 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Logic 3Service 2

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2On New JotForm SubmissionJot Form triggerStarts it
  3. 3OpenAI Chat Model1Lm Chat Open AiModel
  4. 4AI Company Email WriterAgentModel
  5. 5Extract Domain from EmailSetLogic
  6. 6AI Personal Email WriterAgentModel
  7. 7MergeMergeLogic
  8. 8If Work EmailIfLogic
  9. 9Send Welcome EmailGmailService
  10. 10Research Company via Perplexity AIPerplexityService

How it's built

Starts on
An event in a connected app
Steps
10, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI, Perplexity

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI and Perplexity. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI and Perplexity. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 10 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 10 steps before you point it at anything that matters.