Step 2: Connect Google Sheets

Pull lead records from your sheet and later write back generated subject/body fields and status updates.

1. Open Retrieve Lead List and select the spreadsheet Document with ID [YOUR_ID].
2. Set Sheet Name to Leads (gid=0).
3. Credential Required: Connect your googleSheetsOAuth2Api credentials in Retrieve Lead List.
4. Open Update Results Sheet and confirm Operation is update with matching Document ID [YOUR_ID] and Sheet Name Leads.
5. Verify the column mappings use expressions like {{ $json.body }} and {{ $json.subject }} for icebreaker_body and Icebreaker_subject.
6. Credential Required: Connect your googleSheetsOAuth2Api credentials in Update Results Sheet.

Step 3: Filter and Batch the Lead Stream

Only process leads missing draft content, and split them into batches for sequential scraping and AI processing.

1. In Filter Eligible Leads, confirm the conditions check for empty {{ $json.icebreaker_subject }} and {{ $json.icebreaker_body }}, and non-empty {{ $json.email }} and {{ $json.website_url }}.
2. In Iterate Lead Batch, keep the default batching options or set your preferred batch size if needed.
3. Confirm the flow Filter Eligible Leads → Iterate Lead Batch.

Step 4: Prepare and Scrape Lead Website Data

This section maps lead fields, scrapes the website, and derives social links and scrape status.

1. Open Map Lead Fields and ensure each field assignment uses the correct expression, such as {{ $json.first_name }}, {{ $json.website_url }}, and {{ $json.company }}.
2. In Website Fetch, set URL to {{ $json.website_url }} and keep Send Headers enabled with the User-Agent header shown in the node.
3. In Extract Page Content, confirm Operation is extractHtmlContent, Source Data is binary, and extraction values include links and website_text.
4. Open Derive Social & Status and keep the JavaScript logic intact for social link parsing and status assignment.
5. Ensure Conditional Gate checks {{ $json.status }} equals Success before continuing.

Iterate Lead Batch outputs to both Notify Team Completion and Map Lead Fields in parallel.

Step 5: Set Up AI Summarization and Copy Generation

Summarize the company’s site and generate the subject/body JSON payload used for drafting.

1. In Summarize Company Site, select model chatgpt-4o-latest and keep Temperature at 0.1.
2. Credential Required: Connect your openAiApi credentials in Summarize Company Site.
3. In Assemble Summary Data, map website_summary to {{ $json.message.content }} and all_lead_data to {{ $('Derive Social & Status').item.json.all_lead_data }}.
4. In Compose Subject & Body, select model claude-haiku-4-5-20251001 and confirm the system prompt enforces JSON output.
5. Credential Required: Connect your anthropicApi credentials in Compose Subject & Body.
6. In Parse Model Response, keep the JavaScript parsing logic to extract subject and body from JSON.

Step 6: Configure Output Actions (Sheet Update and Draft Email)

Write AI outputs back to the sheet, then create a Gmail draft for each lead and notify the team when processing ends.

1. In Update Results Sheet, verify matchingColumns includes id and mapping expressions like {{ $json.subject }} and {{ $json.body }} are correctly used.
2. In Generate Email Draft, set Resource to draft, Subject to {{ $json.Icebreaker_subject }}, and Message to Hello {{ $json.first_name }}, followed by {{ $json.Icebreaker_body }}.
3. Credential Required: Connect your gmailOAuth2 credentials in Generate Email Draft.
4. In Notify Team Completion, set Send To to [YOUR_EMAIL] and confirm the subject is re: Cold Emails are ready to be sent!.
5. Credential Required: Connect your gmailOAuth2 credentials in Notify Team Completion.

Step 7: Test and Activate Your Workflow

Run a manual test to confirm data flows, then enable the workflow for production.

1. Click Execute Workflow from Manual Start to run a test.
2. Verify that Update Results Sheet writes Icebreaker_subject and icebreaker_body for eligible leads.
3. Check Gmail drafts created by Generate Email Draft for correct subject and body formatting.
4. Confirm Notify Team Completion sends the completion email after batches finish.
5. When satisfied, toggle the workflow to Active for production use.