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Automated B2B Lead Management and AI Outreach

by Țugui DragoșUpdated Aug 2026
RequiresOpenAIEmail (SMTP)Email (SMTP)PostgresPostgresSlack
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MaManual TriggerCoLoad Test LeadsHREnrich Lead via HTTPEnrich Lead via…IfCheck Enrichment SuccessCheck Enrichmen…SeMerge Enrichment DataMerge Enrichmen…SeSet Enrichment Failed FlagSet Enrichment …CoParse Enrichment ResponseParse Enrichmen…AgAI - Generate Outreach EmailAI - Generate O…OpenAI Chat Model - Email GenOpenAI Chat Mod…OPStructured Output - EmailStructured Outp…CoExtract Email FieldsExtract Email F…ESSend EmailSePrepare Email Event LogPrepare Email E…Log Email Sent to DBLog Email Sent …CoSimulate Reply TextSimulate Reply …AgAI - Classify Reply IntentAI - Classify R…OpenAI Chat Model - Reply ClassifierOpenAI Chat Mod…OPStructured Output - ClassificationStructured Outp…SwRoute by IntentSeMark as QualifiedMark as Qualifi…Log Qualified EventLog Qualified E…CoCalculate Follow-up DateCalculate Follo…SePrepare Follow-up EventPrepare Follow-…Log Follow-up EventLog Follow-up E…SeMark as Not InterestedMark as Not Int…Log Closed Lost EventLog Closed Lost…SeMark as Needs ReviewMark as Needs R…Log Manual Review EventLog Manual Revi…AgAggregate All ResultsAggregate All R…CoCalculate Final StatsCalculate Final…HRExtra Enrichment API 2Extra Enrichmen…CoNormalize Enrichment DataNormalize Enric…IfCheck Extra Enrichment SuccessCheck Extra Enr…SeLog Enrichment SuccessLog Enrichment …Insert Enrichment Success EventInsert Enrichme…SeLog Enrichment FailureLog Enrichment …Insert Enrichment Failed EventInsert Enrichme…CoCompute Lead ScoreCompute Lead Sc…SwBranch by Lead ScoreBranch by Lead …SeSet HIGH Score AttributesSet HIGH Score …Log HIGH Score EventLog HIGH Score …SeSet MEDIUM Score AttributesSet MEDIUM Scor…Log MEDIUM Score EventLog MEDIUM Scor…SeSet LOW Score AttributesSet LOW Score A…Log LOW Score EventLog LOW Score E…CoGenerate LinkedIn MessageGenerate Linked…CoGenerate WhatsApp MessageGenerate WhatsA…IfCheck if Multichannel EligibleCheck if Multic…HRSimulate LinkedIn SendSimulate Linked…IfCheck LinkedIn Send SuccessCheck LinkedIn …Log LinkedIn SuccessLog LinkedIn Su…Log LinkedIn FailureLog LinkedIn Fa…HRSimulate WhatsApp SendSimulate WhatsA…IfCheck WhatsApp Send SuccessCheck WhatsApp …Log WhatsApp SuccessLog WhatsApp Su…Log WhatsApp FailureLog WhatsApp Fa…CoCreate Subject Variants A/BCreate Subject …Log Subject VariantLog Subject Var…AgAI - Draft Meeting Follow-upAI - Draft Meet…OpenAI Chat Model - MeetingOpenAI Chat Mod…OPStructured Output - MeetingStructured Outp…CoCreate Meeting ObjectCreate Meeting …Insert Meeting RecordInsert Meeting …CoCalculate Extended Follow-up DateCalculate Exten…Insert Extended Follow-up EventInsert Extended…HRSend Slack NotificationSend Slack Noti…Log Manual Review NotificationLog Manual Revi…CoAggregate by Lead ScoreAggregate by Le…CoAggregate by ChannelAggregate by Ch…CoPrepare Analytics Daily RowPrepare Analyti…Insert Analytics Daily RowInsert Analytic…CoEnrich Final StatsEnrich Final St…CoValidate Email FormatValidate Email …CoCheck Suppression ListCheck Suppressi…IfCheck if Invalid or SuppressedCheck if Invali…Log Invalid Lead EventLog Invalid Lea…CoLoad ConfigCoCheck Email Rate LimitCheck Email Rat…IfEmail Rate OK?Log Email Rate LimitedLog Email Rate …CoCheck LinkedIn Rate LimitCheck LinkedIn …IfLinkedIn Rate OK?LinkedIn Rate O…Log LinkedIn Rate LimitedLog LinkedIn Ra…CoCheck WhatsApp Rate LimitCheck WhatsApp …IfWhatsApp Rate OK?WhatsApp Rate O…Log WhatsApp Rate LimitedLog WhatsApp Ra…CoSet Geo Compliance FlagsSet Geo Complia…IfCheck Do Not ContactCheck Do Not Co…Log Geo BlockedIfCheck GDPR SensitiveCheck GDPR Sens…Log GDPR SensitiveLog GDPR Sensit…IfCheck if Needs Human ReviewCheck if Needs …HRSend Human Review AlertSend Human Revi…Log Escalated to HumanLog Escalated t…CoCalculate Best Send TimeCalculate Best …Log Send Time PlannedLog Send Time P…CoEstimate Lead CostEstimate Lead C…CoBuild Execution MetadataBuild Execution…Insert Execution Run RecordInsert Executio…AgAI - Generate Human SummaryAI - Generate H…OpenAI Chat Model - SummaryOpenAI Chat Mod…OPStructured Output - SummaryStructured Outp…CoMerge Summary with StatsMerge Summary w…CoPrepare Final OutputPrepare Final O…Notify Team – Run SummaryNotify Team – R…
1/5
STEPS · 124
Run manually by an operator

On manual run, enriches B2B leads via HTTP, drafts outreach with an OpenAI agent, sends emails, stores records in Postgres, and alerts Slack.

Tags

manualadvancedOpenAIEmail (SMTP)Lead GenerationAI Summarizationdiscoveredpending-review
Connects
OpenAIemailsmtpEmail (SMTP)postgresPostgresSlack
CategoryAI Agents & Chatbots
Triggermanual
Complexityadvanced
Nodes105
AddedJun 27, 2026