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Email Lead Flow Jp This automation flow extracts business or sales leads directly from a Gmail inbox, analyzes email content using an LLM (Language Model), categorizes and enriches the leads, and exports the structured data to a Google Sheet with performance tracking via an Analytics Dashboard.

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Workflow Steps & Components

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1. Gmail Manager

Component: Gmail Manager
Purpose: Connects to Gmail and fetches emails from a specific label (e.g., “Inbound Leads”).
User Configurations:
  • Gmail Credentials JSON
  • Target Label (e.g., Leads)
  • Max Emails to Fetch
  • Apply Label after Processing (e.g., Processed)
  • Optional: Extract Attachments
Output: Email subjects, senders, message bodies, and attachments (if any).

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2. AI Lead Categorizer

Component: AI Lead Categorizer
Purpose: Uses an LLM to analyze email content and identify:
  • Lead type (Sales, Business Development, Partnership, etc.)
  • Key contact info (Name, Email, Company)
  • Message intent (Inquiry, Demo Request, Proposal, etc.)
Inputs:
  • Email body (from Gmail Manager)
  • Job/Industry context prompt

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3.  Language Model (LLM Processor)

Component: Language Model
Purpose: Provides context-aware understanding to classify emails more precisely and extract meaningful fields. Connected To:
  • AI Lead Categorizer for enrichment
  • Email Auto-Reply System for crafting response messages

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4. Email Auto-Reply System

Component: Email Auto-Reply System Purpose: Automatically drafts personalized replies using extracted lead details and your preferred tone. Example Outputs:
  • “Thank you for your interest in our services. Our business development team will reach out shortly.”
  • “Appreciate your inquiry. Here’s a link to schedule a meeting.”
Inputs:
  • Extracted lead details
  • LLM-generated message tone (formal/friendly)
  • Predefined templates

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5.Google Sheets Integration

Component: Google Sheets Writer Purpose: Appends structured lead data into a centralized Google Sheet. Typical Columns:
| Date | Name | Email | Company | Lead Type | Message Summary | Follow-up Status | Required Config:
  • Spreadsheet ID
  • Target Sheet Name

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6. Analytics Dashboard

Component: Analytics Dashboard
Purpose: Provides a visual summary of lead statistics, such as:
  • Number of leads processed
  • Lead sources (email domains)
  • Category breakdown (Partnerships, Sales, etc.)
  • Performance metrics (response rate, follow-up progress)

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7. Final Output

Component: Text Output
Purpose: Displays a summary message in Playground view e.g., “10 new leads extracted and appended to Google Sheet successfully.”

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End-to-End Flow Summary

StageActionOutput
Gmail FetchRetrieve new lead emailsRaw messages
CategorizeUse LLM to extract fieldsName, Email, Type
ReplyAuto-generate responseDraft email text
ExportSave to Google SheetsStructured data
AnalyzeDashboard metricsLead performance

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Highlights

  • Works automatically on labeled inboxes.
  • Uses LLMs for accurate intent and field extraction
  • Creates and sends contextually personalized replies.
  • Tracks processed leads in real-time via Google Sheets + Dashboard.