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Back to Email new leads from Google Sheets via Outlook on a schedule

Set Up: Email new leads from Google Sheets via Outlook on a schedule

This workflow runs daily to pull leads from Google Sheets, filters for uncontacted prospects, and sends personalized outreach emails through Outlook. After sending each email, it updates the spreadsheet to mark leads as contacted, ensuring no duplicate emails are sent.

What This Automation Does
1

Schedule daily execution

A scheduled trigger runs the workflow daily at a specified time, such as 9:00 AM, to automatically process new leads.

2

Fetch leads from Google Sheets

Retrieves all rows from your designated Google Sheets document containing lead information including email addresses and contact status.

3

Filter uncontacted leads

Filters the retrieved data to include only leads where the Contacted column is empty, preventing duplicate outreach to previously contacted prospects.

4

Send outreach emails via Outlook

Sends a templated email to each filtered lead using their email address from the spreadsheet through Microsoft Outlook.

5

Update contact status in spreadsheet

Marks each successfully contacted lead as contacted in the Google Sheets document to prevent future duplicate emails.

Prerequisites

  • Google Sheets account with lead data containing email addresses
  • Microsoft Outlook account with sending permissions
  • Google Sheets with Email and Contacted columns
  • OAuth2 credentials for Google Sheets API access
  • Microsoft Graph API credentials for Outlook integration

Services Used

Microsoft OutlookGoogle Sheets

Services with alternatives — you can swap them in the next step.