Automate personalized email campaigns

Add the lead outreacher workflow template

To get started, click on the search bar in the top right corner of the Lindy home page.

Search for “lead outreacher”, select the “Lead Outreacher” template and add it to your workspace.

Once added, you’ll be brought to the “Flow Editor” where we’ll review, modify, and update the template as needed. The “Flow Editor” houses the underlying set of triggers, actions, and integrations that power the automated workflow.

Connect accounts and refine email prompts

The first thing we’ll need to do is connect our leads list as one of the triggers of the workflow. For our example, we’ll be connecting a Google Sheet of leads using the existing “New Row Added” step in the template. However, you can replace this with a Salesforce trigger, form trigger, or another integrated source where your leads will be added.

For the Google Sheet option, paste your Spreadsheet ID or URL into the corresponding action field to connect it.

Now, we’ll connect our Gmail (or Outlook) account to the workflow. To do this, click the “First outreach email” action step and connect your account. If you’re using Outlook, you can replace this step with an Outlook email action.

For the body of the email, the Lindy template already comes with an AI prompt to write a personalized outreach email. Edit this email prompt to meet your needs and make sure to fill in the bold areas with information about your company and services.

Sample Prompt:

Write a personalized email based on the information you have from the Google Sheet row trigger.

Example template:

"Hey [NAME],

I noticed that [Lead's Company] is focused on [specific area or industry-related goal]. At [insert your company name], we help businesses like yours [insert a relevant solution or benefit].

Would you be open to a quick chat?"

Always do your best to personalize this

In addition, you can select (for each email step) whether you want the email to get sent directly to the lead or saved as a draft in your drafts folder via the “Save as Draft?” toggle.

Once you’ve finished updating the first email step, you can click on the second and third email steps in the sequence and update the action field prompts and settings to match your ideal content and process.

Update wait times and alerts

With all of the email steps updated, you can optionally update the wait times between emails. By default, there are two wait steps in the workflow set to wait 3 days between sending each email. You can update the length of this wait time by clicking on the respective wait step and adjusting the “Minutes” value to your ideal duration.

With the “Wait” steps set, for the final step, we can adjust the Slack alerts in the workflow. These inform you when a lead has responded (or not) within the sequence. To adjust these messages, you can click on the Slack step and adjust the “User” field and “Message” prompt.

And do the same for the second Slack message as well.

Test the email sequence

To test your email sequence, click on the “Test” button in the top right corner. Make sure to save your workflow before testing it!

For the test, we recommend going with the “Message Received” trigger so you can quickly send a test lead via chat.

Then, you can provide Lindy with lead data that would be on your lead list, like Name, Email, Website, Company, and Description.

Sample Prompt:

Name: [insert test contact name]

Email: [insert test contact email]

Website: [insert test contact website]

Company: [insert test contact company name]

Description: [insert test contact company description]

Once sent, Lindy will automate the steps and print the output in the task pane.

You can head over to your connected email account to see the test email or draft.

If you don't want to test every email in the sequence, you can skip past the wait times in the workflow by clicking the “Wait” button in the Test window.

In addition, if you want to see more details of an automated step, click the dropdown arrow on the step pill in the test view.

Nice work! You now have an automated workflow for creating personalized, sequenced outreach to your leads list and ad hoc contacts.

In the next and final lesson of the course, you’ll learn how to automatically transform your email outreach messages into platform-compliant outreach on LinkedIn and X/Twitter.

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This tutorial was created by Garrett.

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