LEAD GENERATION
Personalized Post-Event Follow-Up Sequencer
On a schedule after an event closes, pulls scanned leads from Airtable, drafts a personalized first-touch email per lead with their booth conversation notes.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled run after event closes
- ActionFetch uncontacted leads from AirtableAirtable
- ActionDraft personalized email from booth notesOpenAI
- LogicFilter invalid emails and opt-outs
- ActionSend first email + queue follow-upsGmail
- OutputMark sequence started in AirtableAirtable
What it does
Converts a list of scanned attendees into a real outreach cadence. For each lead it writes a tailored opener referencing the booth they visited and the notes your rep jotted down, then sends the first email and schedules two follow-ups spaced across the next week — all from your Gmail.
When to use it
Use it 24 hours after a conference ends, once reps have added their conversation notes in Airtable. Ideal when you want personalized follow-up at volume without copy-pasting templates or letting warm leads go cold over the weekend.
How it works
- 1A scheduled trigger fires the day after the event window closes.
- 2Airtable is queried for leads tagged with the event and a status of "Not contacted."
- 3For each lead, an LLM drafts a personalized first-touch email from the rep's notes and product interest.
- 4A logic step filters out leads missing a valid email or opted-out flag.
- 5Gmail sends the first email immediately and queues two timed follow-ups.
- 6Airtable is updated to "Sequence started" with the send timestamp.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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