# Auto-generate CSR strategy report with LinkedIn and OpenAI: n8n workflow

> Started by someone submitting a form, and works across Gmail. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/auto-generate-csr-strategy-report-with-linkedin-and-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Research and reporting](https://millionrounds.com/workflows?category=Research+and+reporting#library)

# Auto-generate CSR strategy report with LinkedIn and OpenAI

Started by someone submitting a form, and works across Gmail. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-generate-csr-strategy-report-with-linkedin-and-openai)

**9 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 4 Logic 2 Service 2

The steps in the order they run, from what starts it.

- 1 **On form submission** Form trigger *Starts it*
- 2 **OpenAI CSR Strategist** Lm Chat Open Ai *Model*
- 3 **OpenAI Senior Visualiser** Lm Chat Open Ai *Model*
- 4 **Fetch Company Data from LinkedIn** Http Request *Service*
- 5 **Generate CSR Content with GPT** Chain Llm *Model*
- 6 **Generate Styled HTML Report** Chain Llm *Model*
- 7 **Structure Company Data for GPT** Set *Logic*
- 8 **Convert CSR Text to HTML** Html *Logic*
- 9 **Send Email with CSR Report** Gmail *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 9
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-generate-csr-strategy-report-with-linkedin-and-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also research and reporting, with the same services where possible, closest in size first.

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- [**Automate SAP Business Partner analysis with OpenAI and Gmail** 9 steps · calls a model · Gmail](https://millionrounds.com/workflow/automate-sap-business-partner-analysis-with-openai-and-gmail)
- [**Automate X-ray analysis with Telegram and Drive** 9 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-x-ray-analysis-with-telegram-and-drive)
- [**Automate email classification & summary with Gmail and OpenAI** 9 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/automate-email-classification-and-summary-with-gmail-and-ope)
- [**Automated daily email analysis & summary with OpenAI and Gmail** 9 steps · calls a model · Gmail](https://millionrounds.com/workflow/automated-daily-email-analysis-and-summary-with-openai-and-g)