Automate Lead Qualification & Personalized Outreach with Jotform, GPT & Gmail

Automatically qualify inbound demo requests, scrape prospect websites, and send AI-personalized outreach emails—all on autopilot.

What This Workflow Does

This end-to-end lead automation workflow helps SaaS companies qualify and nurture inbound leads with zero manual work until human approval.

Key Features

✅ Smart Email Filtering - Automatically flags personal emails (Gmail, Yahoo, etc.) and routes them to a polite regret message
✅ Website Intelligence - Scrapes prospect websites and extracts business context
✅ AI Analysis - Uses OpenAI to score ICP fit, identify pain points, and find personalization opportunities
✅ Personalized Outreach - AI drafts custom emails referencing specific details from their website
✅ Human-in-the-Loop - Approval gate before sending to ensure quality control
✅ Professional Branding - Even rejected leads get a thoughtful response

Perfect For

B2B SaaS companies with inbound lead forms Sales teams drowning in demo requests Businesses wanting to personalize at scale Anyone needing intelligent lead qualification

What You'll Need

Jotform account (or any form tool with webhooks) Create your form for free on Jotform using this link OpenAI API key Gmail account (or any email service) n8n instance (cloud or self-hosted)

Workflow Sections

📧 Lead Intake & Qualification - Capture form submissions and filter personal emails 🕷️ Website Scraping - Extract company information from their domain ❌ Regret Flow - Send polite rejection to unqualified leads 🤖 AI Analysis - Analyze prospects and draft personalized emails 📨 Approved Outreach - Human review + send welcome email

Customization Tips:

Update the AI prompt with your company's ICP and value proposition Modify the personal email provider list based on your market Adjust the regret email template to match your brand voice Add Slack notifications for high-value leads Connect your CRM to log all activities

Time Saved: ~15-20 minutes per lead
Lead Response: Under 5 minutes (vs hours/days manually)