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Back to Lead research report emails

Set Up: Lead research report emails

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.

What This Automation Does
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

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.

Prerequisites

  • 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

Services Used

Open AiGmailCal TriggerPerplexity AIHttp RequestGoogle Sheets

Services with alternatives — you can swap them in the next step.