Categorize Facebook Leads from Google Sheets and Create Personalized Gmail Drafts for Approval

This workflow helps you automate the initial response phase for new Facebook leads stored in a Google Sheet. You can customize the lead categorization rules, the tone of the personalized email drafts, the follow-up priority levels, and the specific call-to-action used in the messages. It uses Google Sheets to identify new leads, generates an AI-powered response strategy and email draft, and then uses Gmail to create ready-to-send drafts. In this example, the workflow processes up to 10 'New' leads from a tracking sheet, classifying them into categories like 'Hot Lead' or 'Partnership Inquiry' based on their message content. For each lead, it saves a suggested reply angle and next action to the sheet before preparing a personalized Gmail draft for your review.

What it does

Identify up to 10 new leads from a designated Google Sheet based on their status.

Categorize each lead and determine a strategic reply angle using AI reasoning.

Generate a personalized, professional email draft and a follow-up priority for every lead.

Update the Google Sheet with the generated categories, drafts, and next-step actions.

Create Gmail drafts for each processed lead to allow for final human review before sending.

Summarize the processing results, including lead categories and draft creation status.

How to use

Use the template

Click "Use this template" to open this workflow in Kuse and start from a ready-made setup.

Customise

Adjust the search criteria, output format, or schedule to fit your specific use case. All fields are editable.

Activate

Turn on the schedule or trigger the workflow manually from your Workflows dashboard to run it for the first time.