Email Marketing AI Agent

System Architecture Diagram

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                           EMAIL MARKETING AI AGENT WORKFLOW                         │
└─────────────────────────────────────────────────────────────────────────────────────┘

┌──────────────────┐    ┌──────────────────┐    ┌──────────────────┐
│   Data Sources   │    │   AI Processing  │    │   Output Systems │
└──────────────────┘    └──────────────────┘    └──────────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                                STEP 1: DATA COLLECTION                              │
└─────────────────────────────────────────────────────────────────────────────────────┘

    ┌─────────────┐         ┌─────────────┐         ┌─────────────┐
    │   Zoho CRM  │ ──────▶│ get_emails  │────────▶│ zoho_emails │
    │ (Existing   │         │    .py      │         │   .csv      │
    │ Customers)  │         │             │         │             │
    └─────────────┘         └─────────────┘         └─────────────┘
                                   │
    ┌─────────────┐                │                 ┌─────────────┐
    │ prospects   │                │                 │ Google      │
    │   .csv      │────────────────┼───────────────▶│ Sheets      │
    │ (New Leads) │                │                 │ (Email DB)  │
    └─────────────┘                │                 └─────────────┘
                                   ▼
                            ┌─────────────┐
                            │   Domain    │
                            │ Comparison  │
                            │  Analysis   │
                            └─────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                           STEP 2: AI EMAIL GENERATION                               │
└─────────────────────────────────────────────────────────────────────────────────────┘

    ┌─────────────┐         ┌─────────────┐         ┌─────────────┐
    │   Domain    │   YES   │ Personalized│         │   OpenAI    │
    │   Match?    │────────▶│   Email     │───────▶│   GPT-4     │
    │             │         │ Generation  │         │             │
    └─────────────┘         └─────────────┘         └─────────────┘
           │                                               │
           │ NO                                            │
           ▼                                               ▼
    ┌─────────────┐         ┌─────────────┐         ┌─────────────┐
    │  Generic    │         │   Email     │         │ Generated   │
    │   Email     │────────▶│ Templates   │───────▶│ Email with  │
    │ Generation  │         │             │         │ Tracking    │
    └─────────────┘         └─────────────┘         └─────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                         STEP 3: EMAIL SENDING & TRACKING                            │
└─────────────────────────────────────────────────────────────────────────────────────┘

    ┌─────────────┐         ┌─────────────┐         ┌─────────────┐
    │ Google      │         │ Google Apps │         │   Email     │
    │ Sheets      │────────▶│   Script    │───────▶│ Recipients  │
    │ (Email DB)  │         │ (Sender)    │         │             │
    └─────────────┘         └─────────────┘         └─────────────┘
                                   │                        │
                                   │                        │
                                   ▼                        ▼
                            ┌─────────────┐         ┌─────────────┐
                            │  Tracking   │◀───────│   Email     │
                            │   Pixel     │         │   Opens     │
                            │  (Web App)  │         │             │
                            └─────────────┘         └─────────────┘
                                   │
                                   ▼
                            ┌─────────────┐
                            │ Update Open │
                            │ Count in    │
                            │ Sheets      │
                            └─────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                      STEP 4: ENGAGEMENT ANALYSIS & FOLLOW-UP                        │
└─────────────────────────────────────────────────────────────────────────────────────┘

    ┌─────────────┐         ┌─────────────┐         ┌─────────────┐
    │ Email Opens │         │   Opens     │   YES   │ AI Call     │
    │ Monitoring  │───────▶│   > 5?      │────────▶│ Script      │
    │             │         │             │         │ Generation  │
    └─────────────┘         └─────────────┘         └─────────────┘
                                   │                        │
                                   │ NO                     │
                                   ▼                        ▼
                            ┌─────────────┐         ┌─────────────┐
                            │ Continue    │         │ Upload to   │
                            │ Monitoring  │         │ Call Script │
                            │             │         │   Sheet     │
                            └─────────────┘         └─────────────┘
                                                           │
                                                           ▼
                                                    ┌─────────────┐
                                                    │ Upload to   │
                                                    │ Zoho CRM    │
                                                    │ (Lead Data) │
                                                    └─────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                              SYSTEM COMPONENTS                                      │
└─────────────────────────────────────────────────────────────────────────────────────┘

┌─────────────┐  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│ Python      │  │ Google Apps │  │ Google      │  │ OpenAI      │  │ Zoho CRM    │
│ Scripts     │  │ Script      │  │ Sheets API  │  │ GPT-4 API   │  │ API         │
│             │  │             │  │             │  │             │  │             │
│• get_emails │  │• Email      │  │• Data       │  │• Email      │  │• Customer   │
│• clean_and_ │  │  Sending    │  │  Storage    │  │  Generation │  │  Data       │
│  gen_call_  │  │• Tracking   │  │• Open       │  │• Call       │  │• Lead       │
│  script     │  │  Pixel      │  │  Logging    │  │  Scripts    │  │  Management │
└─────────────┘  └─────────────┘  └─────────────┘  └─────────────┘  └─────────────┘

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                                 KEY FEATURES                                        │
└─────────────────────────────────────────────────────────────────────────────────────┘

✅ Multi-alias email sending
✅ Real-time open tracking with hidden pixels
✅ AI-powered personalized email generation
✅ Automatic call script creation for high-engagement leads
✅ Integration with Zoho CRM and Google Workspace
✅ Domain-based customer relationship detection
✅ Automated lead scoring and follow-up prioritization

This diagram shows the complete workflow of your email marketing AI agent, from data collection through AI-powered email generation, tracking, and automated follow-up. The system intelligently personalizes emails based on existing customer relationships and automatically generates call scripts for highly engaged prospects.

Demo Video For Email Tracking

demo.mp4

Repository Structure

app_script_email_automation/
├── README.md
├── requirements.txt
└── src/
    ├── app_script.js                 (Main Apps Script code)
    ├── credentials.json              (Credentials for external services)
    ├── get_emails.py                 (Fetches and uploads email data to Sheets)
    ├── clean_and_gen_call_script.py  (Cleans data & triggers call script creation)
    └── functions/
        ├── agent.py                 (AI-related logic)
        ├── config.py                (Configuration & constants)
        ├── create_call_script.py    (Generates call scripts)
        ├── create_email.py          (Builds email content)
        └── utlis.py                 (Utility functions)

Features

• Send emails from multiple aliases.
• Track opens with a web app and hidden pixel.
• Log open counts and timestamps in Google Sheets.
• Dynamically generate call scripts for emails exceeding five opens.
• Append generated scripts to a separate Sheet for follow-up actions.

Getting Started

1. Set Up Google Sheets: Create or update source/destination Sheets for email list and lead data.
2. Deploy Web App: Host the code in Google Apps Script and enable the web endpoint for open tracking.
3. Configure Credentials: Store any required credentials for third-party services (e.g., OpenAI API).
4. Run & Track: Send emails, check open stats, and watch new call scripts appear in the leads Sheet.

Project Setup

1. Clone the Repository

      git clone https://github.com/danieladdisonorg/email-marketing-ai-agent.git

      cd email-marketing-ai-agent

2. Create Environment File (.env)

   • Add your OpenAI API key and other credentials.
   • Copy and paste the following into your .env file, replacing the placeholder values with your actual keys:

   OPENAI_API_KEY=your_key_here
   SHEET_API_KEY=your_sheet_key_here

3. Install Dependencies

   • In local Python projects, run:
     pip install -r requirements.txt

4. Create or Update config.py
   Place this file under src/helpers/ and store your credentials, Sheet IDs, and any other constants.
   For example:

   email_google_sheet = "YOUR_EMAIL_SHEET_ID"
   call_script_google_sheet = "YOUR_CALL_SCRIPT_SHEET_ID"
   CLIENT_ID = "YOUR_ZOHO_CLIENT_ID"
   CLIENT_SECRET = "YOUR_ZOHO_CLIENT_SECRET"
   REFRESH_TOKEN = "YOUR_ZOHO_REFRESH_TOKEN"
   ZOHO_API_BASE_URL = "https://www.zohoapis.com/crm/v2"
   TOKEN_URL = "https://accounts.zoho.com/oauth/v2/token"

5. Configure Google Apps Script

   • Paste the .gs / app_script.js code into your Google Apps Script Editor.
   • Set up triggers or web app deployments as required.

6. Deploy Production

   • Push your local changes to GitHub or your chosen repo host.
   • In Google Apps Script, deploy with appropriate permissions for the tracking pixel.

Setup and Usage

• Configure your Google Apps Script project with the provided code.
• Enable the web endpoint for handling the tracking pixel.
• Create or update your Google Sheets for storing email data, tracking opens, and logging call scripts.
• Set necessary environment variables (e.g., API keys) in your script or use a .env file locally.
• Deploy as a web app; then run the main script to send emails and track opens.

Additional Steps to Run

1. Activate your virtual environment (.venv) if needed, then run get_emails.py to gather and upload emails to a Google Sheet.
2. Open the Google Apps Script editor and run app_script.js via the web interface to handle sending and tracking.

Workflow Overview (Step-by-Step)

1. Data Import and Comparison

   • Import existing customers from Zoho CRM.
   • Import new customer data from a CSV file.
   • Compare the domains of existing and new customers.

2. AI-Powered Email Generation

   • If a domain match is found, generate a personalized email using AI.
   • Otherwise, generate a generic marketing email.

3. Email Upload and Sending

   • Upload generated emails to a Google Sheet.
   • Send all emails from the Sheet using Google Apps Script.

4. Email Tracking

   • Track email activity via Google Apps Script.
   • Update the Sheet with open status whenever an email is opened.

5. Engagement Analysis and Call Script Generation

   • If an email’s open rate exceeds the threshold:
     • Generate a personalized call script via AI.
     • Save this call script to another Google Sheet for follow-up.

Resources

• Google Apps Script Overview
• Google Sheets
• OpenAI GPT-4.0

License

This project is licensed under the MIT License.