# Send Personalized B2B/B2C Welcome Emails with Jotform: n8n workflow

> Started by an event in a connected app, and works across Gmail. It hands the judgement calls to OpenAI and Perplexity.

Source: https://millionrounds.com/workflow/send-personalized-b2b-b2c-welcome-emails-with-jotform (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [AI assistants](https://millionrounds.com/workflows?category=AI+assistants#library)

# 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.

Medium Calls a model: OpenAI, Perplexity

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-personalized-b2b-b2c-welcome-emails-with-jotform)

**10 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 4 Logic 3 Service 2

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

- 1 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 2 **On New JotForm Submission** Jot Form trigger *Starts it*
- 3 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 4 **AI Company Email Writer** Agent *Model*
- 5 **Extract Domain from Email** Set *Logic*
- 6 **AI Personal Email Writer** Agent *Model*
- 7 **Merge** Merge *Logic*
- 8 **If Work Email** If *Logic*
- 9 **Send Welcome Email** Gmail *Service*
- 10 **Research Company via Perplexity AI** Perplexity *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-personalized-b2b-b2c-welcome-emails-with-jotform)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also ai assistants, with the same services where possible, closest in size first.

- [**AI readiness audit with Gemini and OpenAI** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-readiness-audit-with-gemini-and-openai)
- [**AI-powered knowledge assistant with Groq and Gmail** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-powered-knowledge-assistant-with-groq-and-gmail)
- [**Automate Gmail responses with OpenAI** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-gmail-responses-with-openai)
- [**Automate email responses with OpenAI** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-email-responses-with-openai)
- [**Automated AI Email Responder with OpenAI and Gmail** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-ai-email-responder-with-openai-and-gmail)
- [**Automated job hunt with Tavily** 10 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-job-hunt-with-tavily)