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Lead research report emails

n8nn8n16 modulesv1.0
HubSpotGmailSlackNotionAirtableGoogle SheetsCalendlyOpenAITelegramLinkedInPerplexity

Overview This workflow auto-generates a personalized research report on any prospect who books a call with you—using their LinkedIn profile and advanced web research. When a call is booked in your calendar, the system looks up the lead’s LinkedIn URL from a Google Sheets database. That profile is then scraped using Relevance AI to extract posts, experiences, and education. It also runs a deep-dive query on the person using Perplexity to uncover relevant news, insights, and context. This str

At a glance

Lead research report emails is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects HubSpot, Gmail, Slack, Notion. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
HubSpot, Gmail, Slack, Notion, Airtable, Google Sheets
Modules
16
Price
Free
Version
v1.0
Lead research report emails workflow diagram

About this workflow

Overview This workflow auto-generates a personalized research report on any prospect who books a call with you—using their LinkedIn profile and advanced web research. When a call is booked in your calendar, the system looks up the lead’s LinkedIn URL from a Google Sheets database. That profile is then scraped using Relevance AI to extract posts, experiences, and education. It also runs a deep-dive query on the person using Perplexity to uncover relevant news, insights, and context. This structured data is passed to an AI model that produces a clean profile summary, suggested pain points, and solution ideas. Finally, the system builds and sends you a fully formatted HTML report via email—ready to review before your meeting. Who’s it for - Founders taking high-stakes sales calls - SDRs/BDRs booking back-to-back meetings - Agencies and consultants who want to personalize discovery calls - Teams doing high-touch enterprise sales or B2B outreach How it works - Triggered when a new call is booked via Cal.com - Finds matching LinkedIn URL from a local database (Google Sheets) - Scrapes public LinkedIn data via Relevance AI - Runs a Perplexity query on the prospect for deeper context - Formats the scraped data using Code nodes - Sends structured info to AI to generate: - A company + person profile - Suggested pain points and solutions - Formats everything into a clean HTML report - Emails you the final summary to prep for the call Example use case > Someone books a call. You receive a report 2 minutes later in your inbox with: > - Their role, company, and latest posts > - What their business does > - Recent news and context from Perplexity > - Predicted pain points and how you might help > > You show up to the call prepped and ready How to set up 1. Connect your Cal.com trigger (or replace with any booking tool) 2. Set up your Google Sheet(s) with contact info + LinkedIn profiles 3. Add Relevance AI API key and configure LinkedIn scraping (they have free credits) 4. Link Perplexity API for web research 5. Customize the AI prompts and report formatting 6. Connect Gmail or preferred email provider to send reports Requirements - Cal.com or other booking platform - Google Sheets for lead storage - Relevance AI account and API access - Perplexity API key - OpenAI or similar LLM for summarization - Email integration (e.g. Gmail) How to customize - Replace Cal.com with Calendly, SavvyCal, etc. - Change AI prompt tone and structure of the report - Add CRM push (e.g. log into HubSpot, Notion, or Airtable) - Add Slack or Telegram notifications for call alerts - Format reports as PDF instead of HTML for download

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

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