A lead funnel with personal email and follow-up

The scenario takes a request, uses AI to write a personal email, logs the lead to a sheet and sends a reminder after two days if there's no reply.

  • A personal email to every lead
  • An automatic follow-up after two days
  • Replies tracked on their own
  • All leads in one sheet
n8n Form
Set it up for yourselfScriptera

How it works

To get Keap notifications in Microsoft Excel 365, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Property Photo Upload Form
  2. Then: Edit an image
  3. Then: Send a message
  4. Then: Append or update row in sheet
  5. Then: Automation Ideas Library
  6. Then: AI Sales Agent - Idea Picker & Email Writer
  7. Then: Parse AI Output
  8. Then: Send Personalized Outreach Email
  9. Then: Wait 48 Hours
  10. Then: Check for Reply Logic
  11. Check: Check If Reply Received
  12. If yes: AI Follow-up Email Writer
  13. Then: Send Follow-up Email
  14. If no: Tag as Interested
  15. Then: Structured Output Parser
  16. Then: Google Gemini Chat Model1
  17. Then: Google Gemini Chat Model

You can launch this Keap + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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