Automated Marketing Campaign Email System with GPT-4 and HubSpot Customer Tracking

Description

Overview

This workflow automates customer outreach for marketing campaigns, including customer prioritization, AI-generated emails, automated sending, reply tracking, and meeting scheduling.

How It Works

Data Synchronization

Customer and campaign data are periodically synchronized from Google Sheets and internal data tables.
New customers and campaigns are inserted into the system if they do not already exist.

Customer Evaluation and Prioritization

Customers are evaluated based on revenue, industry, capital, and location.
Each customer is classified into High / Medium / Low priority using AI.
Only high-priority customers are selected for campaign outreach.

Campaign Detection

The workflow checks for new, unsent marketing campaigns.
Campaigns marked as already sent are excluded.

Personalized Email Generation

For each eligible customer, past email history is retrieved.
An AI agent generates a personalized campaign email:

Uses historical interaction data when available.
Uses customer interests and keywords for new customers.
Produces a professional, friendly email proposing a meeting.

Automated Email Sending

Emails are sent automatically via Gmail.
Sent emails are logged into the message history database.
Campaign status is updated to “sent” after completion.

Reply Handling

Incoming customer replies are detected via Gmail triggers.
Replies are matched with previous messages and stored in the database.
AI generates an appropriate follow-up reply when required.

Reply Classification and Scheduling

Customer replies are classified as Positive / Pending / Negative.
If a reply includes scheduling information, meeting details are extracted.
Calendar events are automatically created in Google Calendar.

Setup Steps

Prepare Data Sources

Set up Google Sheets for:

Customer master data
Format includes the following columns:
#/メール/ 氏名/ 会社名/ 所在地/ 売上(万円)/ 資本金(万円)/ 業界/関心/ Hubspot同期
Campaign data
Format includes the following columns:
No / campaign_name / description / sent

Prepare internal data tables for:

Campaign records
Email message histories


Create Data table
Campaign table:
campaign_name: String
description: String
is_sent: boolean

Mail Histories table:
customer_email: String
email_subject: String
message: String
reply: String
reply_category: String

Configure Credentials

Google Sheets API
Gmail OAuth
Google Calendar API
HubSpot App Token (for customer synchronization)
OpenAI API (for AI agents)