Leads · 8 steps
Two-step nurture emails for new leads
When a new lead with an email address is added, it sends a personalized introduction email the next day and a helpful follow-up email 3 days later.
Required integrations
Budget cap: At most $0.5 per run
What this template does
This Leads template has 8 steps and is copied into your own project in one click; you then change the copy in the editor as you like.
Accounts you need to connect: Email (SMTP). The budget cap is $0.5 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when New lead added happens in OrqLabs. Only events that meet the template's condition start the workflow; you can change the condition in the panel.
How it works
- 01
Platform event
Starts when something happens in the panel; e.g. tell the team about a new lead, or retry when a post fails to publish.
- 02
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 03
Generate text
Has the AI write text from your instructions in a single step, e.g. a short reply draft for every new comment.
- 04
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
- 05
Wait
Pauses the workflow for a while, until a date, or until an approval or reply arrives; e.g. to send a reminder 3 days later.
- 06
Generate text
Has the AI write text from your instructions in a single step, e.g. a short reply draft for every new comment.
- 07
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
- 08
Update lead
Changes an existing lead's status, score, tags or notes, e.g. marking a lead as Replied once they answer your message.
How to customise it
- Fill in the
offervariable under Settings → Variables for your business; the template ships with a placeholder value. - If you want to check things before they go out, add a Request approval node before the step that sends something out.
- Change the per-run budget cap ($0.5) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
Does the workflow wait for my approval?
This template has no approval step; once activated, the steps run automatically. You can add a Request approval node in the editor wherever you want to check things first.
How much does a run cost?
The template comes with a budget cap of $0.5 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
Get started with OrqLabs
Build your first workflow today
Start on the free plan: connect your accounts, pick a template and stay in control with approval steps. No credit card required.