Qualify CSV leads, enrich emails, and deliver results with Google Sheets, Drive, WhatsApp, and GPT-5-NANO
This automated n8n workflow transforms raw CSV data into qualified, enriched lead databases with verified emails and AI-generated personalization. It processes uploaded CSV files through multiple validation, enrichment, and sorting stages before delivering organized results via Google Drive, WhatsApp, or Google Sheets.
How It Works
Stage 1: Data Intake & Normalization Form Submission: User uploads a CSV/XLSX file and selects: Delivery method (Google Drive, WhatsApp, or Google Sheets with processing) Two personalization prompts for AI-generated messages Column Mapping: The workflow automatically recognizes and standardizes 100+ column name variations into consistent fields Deduplication: Removes duplicate entries by website URL and contact name Initial Filtering: Identifies and flags invalid websites (social media profiles, link shorteners)
Stage 2: Data Quality Routing The workflow analyzes each record and routes it based on available data:
Route A: Invalid Website → Sends directly to "x Website" sheet
Route B: No Website → Verifies existing email and categorizes by validity
Route C: Valid Website + Email → Proceeds to email verification and enrichment
Route D: Valid Website - Email → Scrapes website to find email addresses.
Stage 3: Email Discovery & Verification For records needing enrichment: Website Scraping: Fetches HTML content from company websites Email Extraction: Uses regex patterns to identify email addresses AI Selection: GPT-5-NANO chooses the most relevant email from multiple options Dual Verification: Primary check via Reoon API (deliverability, SMTP, safety) Backup verification if primary fails Personal Email Processing: Separately validates personal emails when present
Stage 4: Website Intelligence Gathering Parallel to email processing: Extracts HTML title tags for company context Captures meta descriptions for business understanding Pulls H1 headings for content insight Handles scraping failures gracefully with empty placeholders
Stage 5: Email Categorization Logic Records are sorted into buckets: +1 Email**: Has exactly one verified email (business OR personal OR newly found) +2 Email**: Has two or more verified emails Single Source Records**: Only business email OR only personal email
Stage 6: AI Personalization For records with verified emails: Context Assembly: Combines name, company, job title, website metadata, industry, keywords AI Processing: Sends to GPT-5-NANO or Gemini with user's custom prompts Structured Output: Generates: Cleaned contact name Shortened company name Personalization message 1 (per user prompt) Personalization message 2 (per user prompt)
Stage 7: Final Delivery Based on user's initial selection: Google Drive**: Uploads timestamped CSV, sends email with link WhatsApp**: Converts to XLSX and sends document Google Sheets**: Populates separate sheets by category with completion email
How To Use
Active n8n instance with required credentials: Google Drive API access Google Sheets API access Gmail API access (for notifications) WhatsApp Business API credentials Reoon Email Verifier API keys OpenAI API key (GPT-5-NANO) Optional: Google Gemini API key
Setup Steps
- Configure Google Sheets Destinations Create or use existing Google Sheets for data categorization: +1 Email Sheet**: Update document ID in "+1 Email" node +2 Email Sheet**: Update document ID in "+2 Email" node x Website Sheet**: Update document ID in "x Website Data" node No Website Sheet**: Update document ID in "- Website +- Email +- Phone Number" node
Ensure all sheets have matching column headers as defined in the workflow.
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Set Up Google Drive Folder Create a destination folder in Google Drive Update the folder ID in the "Upload file" node Ensure the service account has write permissions
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Configure WhatsApp Add your WhatsApp Business Phone Number ID in the "Send CSV" node Update the recipient phone number (format: +country code)
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Customize Email Notifications Update sender and recipient emails in "Send a message" and "Send a Success Message" nodes Modify email templates as needed
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Verify API Keys Check that all API credentials are active: Reoon Email Verifier keys (two instances for redundancy) OpenAI API key for GPT-5-NANO All Google API credentials
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