Email new leads from Google Sheets via Outlook on a schedule
Send a templated outreach email to new leads in a Google Sheet on a daily schedule, then mark each lead as contacted so they won’t be emailed twice. Built with: Schedule Trigger → Google Sheets → Filter → Outlook Send Email → Google Sheets (append/update).
Who’s it for
Teams that collect leads in Sheets and want automatic, once-per-lead outreach
Solo founders/consultants running simple top-of-funnel follow-ups
Anyone prototyping CRM-lite flows in n8n
How it works / What it does Schedule Trigger runs daily (e.g., 09:00). Get rows (Google Sheets) pulls leads from your sheet. Filter keeps only rows where Contacted is empty. Outlook – Send a message emails each remaining lead (to = {{$json.Email}}). Google Sheets (appendOrUpdate) writes back Contacted = Yes (match on Email) to prevent re-sending.
How to set up
-
Google Sheets (OAuth2) In n8n → Credentials → New → Google Sheets (OAuth2), sign in and grant access.
In Get rows: select your Lead Source sheet (e.g., “New Leads”).
In Append/Update: select the sheet you want to mark as contacted (can be the same sheet or a CRM sheet).
Make sure your sheet has at least: Email, Contacted (blank for new). -
Outlook (Microsoft Graph) OAuth2 n8n Cloud (quick connect):**
In Credentials → New → Microsoft Outlook OAuth2, choose Connect, sign in with your Microsoft account, and accept permissions. Self-hosted (Azure App Registration):** -
Azure Portal → App registrations → New registration.
-
Add redirect URL: https://YOUR_N8N_URL/rest/oauth2-credential/callback.
-
API permissions (Delegated): offline_access, Mail.Send, User.Read. Grant admin consent if required.
-
Create a Client secret; copy Application (client) ID and Directory (tenant) ID.
-
In n8n, create Microsoft Outlook OAuth2 credential with those values and scopes: offline_access Mail.Send openid email profile.
In the Send a message node, select that credential and keep To mapped to {{$json.Email}}.
Customize Subject and Body to your brand (default provided).
Requirements
A Google Sheet of leads with an Email column (and an optional Contacted column).
A Microsoft account with permission to send mail via Microsoft Graph (Outlook).
How to customize the workflow
Email content:** Edit subject/body (add variables like {{$json.FirstName}}).
Send window:** Change Schedule Trigger time/interval.
Idempotency:** Use the same sheet for read+write (match on Email) or separate source/CRM sheets.
Logging:** Add a Sheet or Notion append step after send for an audit trail.
Security & best practices
No hardcoded secrets:* Always use OAuth2 credentials* (Sheets & Outlook).
Sanitize PII:* If publishing, remove real spreadsheet IDs/URLs* and personal emails/phone numbers.
Sticky notes are mandatory:* Add a yellow sticky note* in the workflow with this description and a short setup checklist. Use neutral sticky notes for per-node tips.
Troubleshooting
No emails sent:** Ensure Contacted is blank for new rows and the Filter checks “is empty.”
Auth errors (Outlook):** Reconnect credential; confirm Graph scopes and tenant consent.
Sheets errors:** Re-select spreadsheet/tab; verify headers (Email, Contacted).
Duplicates:* Confirm Append/Update uses matching column = Email*.
Tags & category
Category: Sales & CRM
Tags: outreach, follow-up, google-sheets, outlook, schedule, dedupe, cold-email
Changelog v1.0.0 — Initial release: scheduled outreach, Outlook email, de-dupe via Contacted = Yes.
Contact Need help customizing (personalization, rate-limits, CRM sync, bounce checks)?
📧 rbreen@ynteractive.com
🔗 Robert Breen — https://www.linkedin.com/in/robert-breen-29429625/
🌐 ynteractive.com — https://ynteractive.com
Related Templates
Automate Customer Support & Calendar Bookings with OpenAI GPT and Google Calendar
Website AI Agent with Calendar Integration Categories: AI Agents, Website Integration, Calendar Automation This workfl...
Score Person ICP (Ideal Customer Profile) with Airtop
Scoring LinkedIn Profiles Against Your ICP Use Case This automation scores individual LinkedIn profiles against your Ide...
Sync Shopify customers to your HubSpot contacts
This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify...
🔒 Please log in to import templates to n8n and favorite templates
Workflow Visualization
Loading...
Preparing workflow renderer
Comments (0)
Login to post comments