This template shows you how to build an automated pipeline for enriching leads, qualifying them with AI, and generating personalized outreach emails. Starting from a simple CSV export of prospects, the workflow runs SEO analysis, applies qualification logic, and produces ready-to-send emails and exportable files. It’s a practical, end-to-end example of how to combine structured workflows with AI components.
Use Cases
This template is designed for agencies, marketers, and growth teams who need to process and act on large sets of leads quickly. Typical scenarios include:
- SEO agencies enriching local business leads with website performance data.
- Sales teams automating lead qualification before passing to CRMs.
- Marketing teams generating personalized email drafts at scale.
- Data operations where bulk enrichment, filtering, and exporting are required.
While the template demonstrates an SEO-specific pipeline, it can be easily customized for other enrichment workflows—such as validating datasets, summarizing documents, or classifying records with AI.
Key Components
This workflow combines Kelp’s built-in components with AI composites:
- Form Widget – Upload CSV files of leads.
- CSV Parser – Convert raw CSV into structured JSON.
- Buffered Iterator – Process each lead sequentially with confirmation.
- PageSpeed Insights – Enrich each lead’s URL with SEO performance data.
- Ask AI – Qualify leads based on thresholds, summarize reports, and generate personalized emails.
- Conditional Router – Route leads into qualified vs unqualified streams.
- Combine By – Collect multiple properties per lead and ensure ordered processing.
- Table Widget – Review results in real time or export to CSV.
- Download Button Widget
- Download files.
How It Works
- Upload Leads: Start by uploading a CSV file of leads (e.g., exported from Apollo). The parser converts each row into a structured JSON object.
- Iterate & Enrich: The Buffered Iterator processes leads one at a time. For each lead, the PageSpeed Insights composite fetches website performance data.
- AI Qualification: Using an AI model, the report is analyzed against pre-set thresholds. Leads are marked as qualified or not qualified, and classified by opportunity level.
- Personalized Outreach: For qualified leads, another Ask AI component generates a tailored cold email draft, combining lead details with findings from the report.
- Routing & Export: Qualified leads (with emails) are collected into one dataset, while unqualified leads and errors are sent to a separate dataset. Both can be viewed in tables and exported to CSV.
- Monitor & Control: A progress tracker shows workflow status, and a cancel button lets you safely stop processing mid-run.
👉 Want to see it in action? Watch the step-by-step tutorial here: Build an Automated Lead Enrichment Workflow with Kelp + AI
