Sales Campaign Automation

This repository contains a Python script designed to automate the process of lead verification and outreach for a sales campaign. The script integrates with Google Sheets for data management, uses the NeverBounce API for email verification, and leverages the OpenAI API for generating summary, insights and recommendations. Additionally, it utilizes SMTP for sending outreach emails and schedules tasks using the APScheduler library.It ensures efficient sales outreach with automated scheduling and fallback mechanisms

✨ Features

• Lead Management: Reads and updates leads from Google Sheets.
• Email Verification: Uses NeverBounce API to validate email addresses.
• Automated Outreach: Sends personalized emails via SMTP.
• AI-Powered Insights & Recommendations: Uses GPT-4 to generate campaign analysis.
• Automated Scheduling: Runs at configurable intervals using APScheduler.

🛠 Technologies Used

• Python (version 3.12.8)
• Google Sheets API
• NeverBounce API (for email verification)
• OpenAI GPT-4 API (for AI-generated insights & recommendations)
• SMTP (smtplib) (for sending emails)
• APScheduler (for automation & scheduling)

⚙️ Installation/Setup

1. Clone the repository

2. Install dependencies

3. Google Sheets API Credentials:

   • Create a service account in the Google Cloud Console and download the JSON credentials file.
   • Place the JSON file in the project root and name it service_account.json.

4. Set up environment variables: Create a .env file in the project root and add the following environment variables:

   NEVERBOUNCE_API_KEY=your_neverbounce_api_key
   SMTP_SERVER=your_smtp_server
   SMTP_PORT=your_smtp_port
   SMTP_USER_SENDER=your_smtp_user_sender
   SMTP_USER_RECIEVER=your_smtp_user_reciever
   SMTP_PASSWORD=your_smtp_password
   OPENAI_API_KEY=your_openai_api_key
   google_sheets_id=your_google_sheets_id
   SCHEDULER_INTERVAL_HOURS=your_scheduler_interval_hours

5. Run the script:

python Sales_Campaign_CRM_Performance Summary_with_LLM_power_copy_v2a.py

🔍 Functionality & Responsibilities

📂 Lead Management

• read_google_sheets(): Reads lead data from Google Sheets.
• write_google_sheets(df): Updates Google Sheets with lead processing results.

✅ Email Verification

• verify_email_neverbounce(email): Verifies email validity using NeverBounce API.
• agent_a_verify_leads(df): Processes email verification and updates lead status.

📧 Email Outreach

• generate_insights(df): Uses GPT-4 to generate insights from campaign data.
• generate_recommendations(df): Uses GPT-4 to generate actionable recommendations.
• send_email_smtp(lead): Sends emails via SMTP, retries on failure, and logs execution.

📊 Campaign Analysis & Reporting

• consolidate_results(df): Summarizes campaign performance and generates insights.
• agent_b_outreach(df): Sends campaign summary emails to stakeholders.

🔄 Automation & Scheduling

• scheduled_task(): Orchestrates lead verification, email outreach, and result storage at scheduled intervals.
• APScheduler: Manages periodic execution of the lead processing pipeline.

📌 Usage Guide

1️⃣ Ensure Leads Are Available in Google Sheets with the following structure:

• Lead Name
• Email
• Contact Number
• Company
• Industry
• Email Verified (Y/N)
• Response Status
• Notes

2️⃣ Automation Workflow:

• Reads new leads from Google Sheets.
• Verifies email addresses using NeverBounce.
• Uses GPT-4 to generate personalized campaign insights.
• Sends emails via SMTP.
• Analyzes campaign performance and updates Google Sheets.

3️⃣ Monitor Logs for Debugging:

• The script logs debug information, warnings, and errors to sales_campaign.log.