I have a lead sheet (google spreadsheet) whenever a new row is added it’s fetched and sent to OpenAI’s assistant (can be just a openAI chat completion module to research the lead and tailor a custom email drip flow.
As you can see am checking if the lead added date + 1/3 /5/7 etc is matching today’s date.
But then triggering this becomes an issue. AM trying to wrap my head around this, if someone has figured this out, kindly let me know.
Your filters only work when the scenario is triggered, meaning that when execution starts, it looks for new rows and passes data through each module and filter, then ends its execution.
With your current setup, the scenario processes everything at the time of the trigger and doesn’t inherently support future actions.
To achieve this, you should change the trigger to, for example, a “search” that looks for rows meeting your criteria. Let’s say:
Scenario 1 searches for rows to send the first email.
Scenario 2 searches for rows to send the second email the next day.
Another approach is to add a status tag in Google Sheets. When a lead is “open,” it is returned via the search module and then filtered to meet data criteria.
This is a simplified process. In a production environment, ensure you avoid duplicates and mark leads as contacted to prevent sending the same email twice. Also, avoid exceeding your maximum scenario execution time and data usage.
Choosing right approach should be fitted to your process needs, database size and other factors which are unknown for us.
If you need more detailed guidance, feel free to ask!
The “search for rows” suggestion really helped. Am able to setup drip campiangs now. There’s a little bit of manual work in the leads sheet but it’s totally worth the output.
@GrowthFlowEngineerin one day you might forget what each diff filter (after the router) or each Gmail module is doing. Perhaps give them all names to help Future You when you have to debug/fix/upgrade this scenario one day. Hopefully a helpful thought
