n8n Workflow: Segment Donors & Draft Personal Messages

Instantly segment your donors and generate personalized message drafts in Google Sheets

This n8n workflow automatically pulls donor records from Google Sheets, validates and segments them using RFM + engagement signals, then generates a personalized outreach draft using a local Ollama (Llama 3.1) model. It writes the final “Personalized Message” back to your sheet—and logs any bad rows to an Invalid Rows tab.

What this workflow does

• Runs manually or on a monthly schedule and reads donor rows from your Google Sheets spreadsheet (e.g., the Donor Data tab).
• Validates required fields such as Name and Email, normalizes donation amount/date, deduplicates identical rows, and tags each row as valid or invalid.
• Appends/updates invalid entries into a separate Google Sheets tab called Invalid Rows for easy review.
• Calculates RFM scores (recency, frequency, monetary), assigns an RFM segment, and adds latest donation details.
• Performs behavioral segmentation based on event attendance and pre-donation communications, then maps each combined segment to a tone and ask strategy.
• Generates draft outreach per donor via Ollama using Llama 3.1, validates the output, and uses a predefined template fallback if the draft is empty/malformed/too long.
• Updates the original sheet with the final personalized message and review flags.

Use cases

• Nonprofits or SaaS operators wanting targeted donor follow-ups without manual segmentation work.
• Teams refreshing donor outreach monthly with RFM-based prioritization.
• Automation engineers needing a reliable pipeline that handles bad spreadsheet data automatically.

Technical details

• Built in n8n using nodes such as Manual Trigger, Google Sheets, if, code, and merge (plus documentation/sticky notes).
• Uses Ollama (Llama 3.1) to draft messages from segment-specific tone/ask strategy.
• Validates model output and falls back to a predefined template when needed.