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Lead research report emails

Automatically researches prospects who book calls, generating personalized reports with LinkedIn data and web insights via email.

workflowlead_generation
Abdul Mirby Abdul Miron n8n
Nodes

27

Triggers

1

Platform

n8n

Tech Stack
OpenAI
OpenAI
Gmail
Gmail
Perplexity
Perplexity
Google Sheets
Google Sheets
How It Works

When a call is booked, this workflow looks up the prospect's LinkedIn profile from Google Sheets, scrapes their data, and runs additional web research via Perplexity. All information is processed by AI to create a comprehensive report with pain points and solution suggestions, then emailed as an HTML summary.

1

Detect new calendar booking

Triggers when a prospect books a call through Cal.com or similar scheduling platform.

2

Find LinkedIn profile in database

Searches Google Sheets database to match the booking with the prospect's LinkedIn URL.

3

Scrape LinkedIn profile data

Uses Relevance AI to extract posts, work experience, education, and other public profile information.

4

Research additional context

Runs Perplexity query to find recent news, company insights, and relevant industry context about the prospect.

5
Attached Files
workflow.json

Generate AI research report

Processes all data through OpenAI to create company profile, identify pain points, and suggest solution approaches.

6

Email formatted report

Sends complete HTML research summary to your Gmail inbox for call preparation.

What You'll Need

Open AiGmailCal TriggerPerplexity AIHttp RequestGoogle Sheets
  • Cal.com or scheduling platform account
  • Google Sheets with prospect data and LinkedIn URLs
  • Relevance AI API key for LinkedIn scraping
  • Perplexity API key for web research
  • OpenAI API key for report generation
  • Gmail account for receiving reports

This automation has 12 configurable settings you'll customize during setup.