Send Personalized B2B/B2C Welcome Emails with Jotform, GPT-4o & Perplexity AI

Send smart, personalized welcome emails to any Jotform lead

This workflow intelligently qualifies new Jotform leads and sends the perfect welcome email every time. It detects whether a lead is using a business or personal email address and tailors the outreach accordingly—either with deep company research for B2B leads or a warm, direct welcome for B2C leads.

Who's it for? Businesses with mixed audiences:** Companies that serve both business clients and individual users. Sales & Marketing Teams:** To automate lead qualification and send context-aware first-touch emails. Founders & Solopreneurs:** To ensure every new lead gets a relevant, personalized welcome without manual effort.

How it works Trigger: The workflow starts on a new Jotform submission. Filter: It checks if the lead's email is a work email (e.g., jane@mycompany.com) or a personal one (e.g., john@gmail.com). Path A (Work Email): The workflow researches the company using Perplexity AI and then uses OpenAI to draft a deeply personalized email referencing company-specific details. Path B (Personal Email): The workflow skips the research and uses OpenAI to draft a warm, friendly, but more general welcome email. Send: The appropriate, context-aware email is sent to the new lead via Gmail.

How to set up Jotform: Connect your Jotform credentials and choose your lead capture form. Important: Your form must contain fields with the exact names name and email. You can add other fields for more context (e.g., company_size). Credentials: Connect your Perplexity AI, OpenAI, and Gmail accounts. Activate Workflow: Turn the workflow on.

Requirements An n8n account. A Jotform account. A Perplexity AI account with API access. An OpenAI account with API access. A Gmail account.

How to customize the workflow Filter Logic:** Add more personal email domains (e.g., icloud.com) to the list in the Check if Email is Work or Personal node to improve filtering. Prompts:** Customize the prompts in both the AI Agent nodes to match your brand's voice and tone.