Case study · 05
Personalised Lead Nurturing
Uses validated lead data and commitment-based routing to prepare a tailored email draft while keeping a marketer responsible for every send.
System overview — a simplified portfolio diagram showing the governed path and human-control boundary.
At a glance
- Audience
- Lifecycle marketers, lead-management teams and smaller marketing operations teams
- Business problem
- Inconsistent follow-up, incomplete data, duplicate handling and unsafe automatic outreach
- My role
- Data validation, commitment-based segmentation, AI drafting controls and Gmail handoff
- Validation stage
- Workflow logic reviewed against the supplied n8n build; every email remains subject to human review
Project overview
Project overview
I designed and configured a lead-nurturing workflow that validates new records from Google Sheets, suppresses duplicates and uses a commitment score to select the appropriate follow-up approach. AI drafts the email, but the workflow stops at an email draft so a marketer remains responsible for every send.
In this workflow, the commitment score is a supplied indicator used to choose the nurturing approach; it does not replace a marketer’s judgement about whether contact is appropriate.
Business challenge
Business challenge
Small marketing teams need to follow up personally without allowing incomplete data, duplicate handling or generated copy to trigger unsafe automatic outreach.
How it works
How the workflow works
- 01
Read and validate new lead information from Google Sheets.
- 02
Check for duplicates and route by commitment score.
- 03
Draft an email using the appropriate nurture approach.
- 04
Apply safety checks to the generated content.
- 05
Create a Gmail draft—never an automatic send.
Designed value
Expected operational value
- More consistent lead follow-up
- Personalisation matched to lead context
- A lighter operational workload
- Human judgement retained before contact
Responsible AI & human control
Responsible AI and human control
- Lead-data validation
- Duplicate checking
- Commitment-based segmentation
- AI safety checks
- Human review in Gmail before sending
My contribution
What I built and validated
I designed and configured the lead-validation, duplicate-checking, commitment-based segmentation, AI drafting and safety-check path, with Gmail draft creation as the final workflow action. This preserves personalisation while ensuring that customer contact is always reviewed by a marketer.
What I validated
- Supplied JSON structure reviewed against the documented workflow
- Lead-data validation and duplicate-checking path represented
- Commitment-based segmentation represented
- AI drafting and content-safety checks represented
- Gmail draft creation confirmed as the final action
- No automatic email-send step represented
Implementation evidence
Current validation status
Workflow structure verified · human review requiredThe workflow structure, validation path and Gmail-draft handoff have been verified. The workflow cannot send the message; a person must review and send the Gmail draft.