LEAD GENERATION
Post-Event Badge Scan Three-Touch Gmail Follow-Up Sequence
On a schedule after the event, pulls new scanned leads from Airtable and sends a timed three-email Gmail follow-up sequence.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the sequencer
- ActionRead leads with next-touch date due in AirtableAirtable
- LogicSkip leads who already replied; pick sequence step
- ActionSend the stage-appropriate email via GmailGmail
- OutputAdvance step and next-touch date in AirtableAirtable
What it does
Drives a polite, paced follow-up sequence to everyone you scanned at the booth. It sends a thank-you on day one, a value email on day three, and a meeting ask on day seven, skipping anyone who already replied.
When to use it
Use it in the days after a conference when your captured leads are sitting in Airtable going cold. It replaces manual one-by-one outreach and prevents both no follow-up and over-emailing.
How it works
- 1A daily schedule trigger fires the sequencer.
- 2It reads leads from Airtable whose next-touch date is today or earlier.
- 3A branch checks each lead's reply flag and current step, and exits anyone who already responded.
- 4It selects the correct template (touch 1 thank-you, touch 2 value, touch 3 meeting ask) for the lead's stage.
- 5Gmail sends the personalized email.
- 6The Airtable record is updated with the new step number and next-touch date as the output.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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