Put Your B2B Demand Generation on Autopilot With This 6-step No-code System
Every founder knows the drill: personalization is king. A highly specific email that references a prospect's company, industry, or even a line from their website (although that's kinda lazy) is far more likely to convert than a generic blast.
But when you're a lean B2B SaaS team, manual research for every new website visitor quickly becomes the ultimate time sink.
In this guide I'll walk you through setting up a self-driving sales engine - a 6-step, no-code workflow that identifies anonymous website visitors, qualifies them against your Ideal Customer Profile (ICP) using AI, and sends a hyper-personalized email, all without you lifting a finger.
The Blueprint: Your 4-Tool Stack
To build this automation, we need four specialized tools that cover identification, data fetching, automation logic, and AI analysis.
Component | Tool Used | Purpose | Why This Tool? |
|---|---|---|---|
Identification | RB2B | Turns anonymous IP addresses into company names and contact info. | Provides the core contact data necessary to start the workflow. |
Data Fetching | Quickscraper | Fetches the raw text content of the identified company’s website. | The AI (GPT) needs to be fed the website text since it cannot browse the internet itself. |
Automation | Zapier | The central hub that connects all steps and enforces the qualification logic. | Excellent library of connectors and built-in functionality for parsing data and applying filters. |
AI Brain | Zapier AI | Analyzes the website text to qualify the lead and drafts the personalized email. |
|
Step 1 & 2: The Trigger and The Founder Hack (Data Extraction)
Your workflow starts the moment a promising company visits your site. For this, we use RB2B, a cost-effective solution that provides company and contact details.
Path A: Paid Plan (The Clean Path)
If you are a paying RB2B customer, the process is simple:
Set the Zapier Trigger to "Catch Hook" (or use the direct RB2B integration if available).
RB2B fires a webhook to Zapier whenever a qualified visitor is identified.
The company data (Website URL, Name, Contact Info) is immediately available as JSON data for the next steps.
Path B: Free Plan Workaround (The Bootstrapped Hack)
The RB2B free plan includes Slack notifications - and any resourceful founder knows how to turn that into an event trigger!
Set the Zapier Trigger to "New Message Posted to Channel" in your dedicated RB2B Slack channel.
Add a Zapier Formatter Step: The incoming Slack message will be one block of text. Use the Formatter by Zapier (specifically the Text > Extract Pattern or Utilities > Split Text features) to reliably pull out the key data points: the company Website URL, Company Name, and Contact Email/LinkedIn. This requires a little setup, but it saves your budget and is critical for the next steps.
Step 3: Fetching the Website Content with Quickscraper
As a foundational model, GPT-4o-mini is incredibly smart, but it lacks a real-time web browser. To let it "read" the prospect's website, we must scrape the content ourselves and feed it in.
Add a Quickscraper Step: Select the "Scrape a URL" action.
Input: Pass the Website URL variable (extracted in Step 1/2) into Quickscraper.
Output: Quickscraper returns the raw text content of that URL. This text - the company's mission, features, and value proposition - is now ready for the AI.
Step 4: AI Qualification: The Gatekeeper Prompt
This is where the magic happens. We use AI to perform the manual qualification a human SDR would normally do.
Add a Zapier AI Action: Select the action to "Send a prompt to ChatGPT (or other LLM)".
The Input: Pass the Scraped Website Content (from Quickscraper) and your custom Ideal Customer Profile (ICP) definition.
Prompt Template 1: Qualification (Critical)
You are a highly analytical sales analyst. Your task is to determine if a prospect's business is a good fit for our B2B SaaS product.
Our Ideal Customer Profile (ICP) is:
- MUST be a B2B company.
- MUST use a JavaScript frontend framework (look for references to React, Vue, or Next.js).
- MUST sell a product that costs more than $100/mo.
Based on the website content provided below, respond with ONLY:
1. The word 'YES' or 'NO' (first line).
2. A single sentence explaining the *reason* for your decision and referencing a detail from the content.
[PASTE SCRAPED CONTENT HERE]The AI will output either YES or NO followed by a single sentence reason (e.g., YES. Their main product page mentions a React component library.). This output is critical for the next two steps.
Step 5: The Filter: Enforcing Quality and Saving Costs
To ensure you only contact qualified leads (and save on AI and email sending costs), you must filter out the "NO"s.
Add a Filter by Zapier Step: Place this directly after the AI Qualification step.
Filter Rule: Set the rule to only Continue if the output from the AI in Step 4 "Contains" the word YES.
If the AI says "NO," the Zap stops here. You have successfully avoided wasting time and resources on a poor fit.
Step 6: AI Personalization and Email Delivery
For the qualified leads that pass the filter, the AI's final job is to craft the personalized email.
Add a Second Zapier AI Action: This time, the prompt is focused on copywriting.
The Input: The Fit Reason (from the first AI step) and your SaaS Product's Value Proposition.
Prompt Template 2: Personalization & Draft
You are a SaaS Sales Copywriter. Your goal is to write a concise, compelling cold email draft (maximum 4 sentences).
Use the following information:
- Company Name: [COMPANY NAME VARIABLE]
- Personalization Point: [FIT REASON FROM STEP 4]
- Our Product's Core Value: We help B2B SaaS companies reduce subscription churn by 20% with customizable cancellation flows.
Draft a professional email subject line and body. Focus only on the prospect's problem and how our product solves it.The Delivery: The final step is your email tool (e.g., Gmail, Outlook, or a dedicated tool like Woodpecker). Map the AI-generated Subject Line and Body to your email fields, and send it to the contact email extracted in Step 1/2.
Final Thoughts: Monitor, Refine, and Scale
You've just built a self-driving, personalized sales machine.
The success of this entire workflow hinges on your Prompt Engineering. Your job is now to monitor the results:
Refine Prompt 1: If unqualified leads are slipping through, make your ICP definition stricter.
Refine Prompt 2: If open rates or reply rates are low, adjust the personalization prompt to make the message more human and less robotic.
By using no-code tools and smart AI integration, you've replaced hours of manual research with a few minutes of setup. Now, go back to building your product - your autopilot sales engine has the outreach covered.
Alex Mercer
Alex is a seasoned SaaS growth strategist with a passion for helping businesses build lasting customer relationships. With years of experience in product-led growth and customer success, Alex specializes in uncovering actionable insights to drive retention and optimize the user journey. Driven by the belief that every customer interaction is an opportunity, Alex frequently shares practical strategies for sustainable business expansion.
