Lead magnet personalization

This workflow automatically creates personalized lead magnets for each prospect based on their form responses. It captures user information, generates AI-customized content specific to their industry and pain points, populates a Google Docs template, converts it to PDF, and creates a draft email with the personalized document attached.

Who is it for?

This template is perfect for:

  • Marketing Agencies
  • B2B SaaS Companies
  • Consultants and Service Providers
  • Anyone offering downloadable guides or resources as lead magnets

What it does

  1. Trigger on Google Form Submission: Watches for new responses from your lead magnet opt-in form capturing prospect details (name, email, company, industry, role, team size, pain points, and current tools).

  2. Log to Google Sheets: Adds the form response data to a tracking spreadsheet for lead management and follow-up.

  3. AI Content Generation: Uses ChatGPT to create personalized content sections based on the prospect's specific industry, role, pain points, and current tools. Generates:

    • Customized industry-specific strategies
    • Tool-specific implementation steps
    • Personalized section titles

  4. Parse AI Response: Extracts the structured JSON output from the AI.

  5. Format Strategies List: Aggregates the AI-generated strategies into a formatted list.

  6. Format Steps List: Aggregates the AI-generated implementation steps into a formatted list.

  7. Create Personalized Document: Generates a customized Google Doc from your template, replacing placeholders with:

  8. Prospect's first name and company name

  9. Industry and team size

  10. AI-generated section titles

  11. Personalized strategies and steps

  12. Export to PDF: Converts the personalized Google Doc to PDF format.

  13. Upload to Drive: Saves the PDF to your specified Google Drive folder.

  14. Create Draft Email: Generates a Gmail draft with the personalized PDF attached, ready for you to review and send.

How to set up

  1. Google Forms Connection:

    • Connect your Google account in the trigger module.
    • Update the Form ID to match your lead magnet form

  2. Google Sheets Connection:

  3. Connect your Google account in the "Add Row" module.

  4. Update the Spreadsheet ID to your tracking sheet

  5. Ensure your sheet has columns for: First Name, Last Name, Email, Company Name, Industry, Role, Team Size, Pain Points, Current Tools.

  6. OpenAI Connection:

  7. Connect your OpenAI account in the "Create Completion" module.

  8. Google Docs Template:

  9. Connect your Google account in the "Create a Document from Template" module.

  10. Create a master template: Build a Google Docs template with all the static content and text that remains the same for all lead magnet recipients (introduction, sections, formatting, branding, etc.). Add placeholders using double curly braces {{placeholder_name}} in the places where personalized user data should be inserted.

  11. Use these placeholders: {{first_name}}, {{company_name}}, {{industry}}, {{team_size}}, {{section1_title}}, {{section2_title}}, {{aggregated_strategies}}, {{aggregated_steps}}.

  12. Update the Document ID to your template.

  13. Update the Folder ID for where the new documents should be created.

  14. Google Drive Upload:

  15. Update the Folder ID where PDFs should be saved.

  16. Gmail Draft:

  17. Connect your Gmail account.

  18. Customize the email subject and body in the "Create Draft" module.

  19. The attachment automatically pulls from the PDF export.

  20. Form Field Mapping:

  21. Update the form field IDs in both the Google Sheets and OpenAI modules to match your Google Form's question IDs.

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