# Automated lead research – from LinkedIn to ready-to-send report: n8n workflow

> Started by an event in a connected app, and works across Google Docs and Google Sheets. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automated-lead-research-from-linkedin-to-ready-to-send-repor (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Automated lead research – from LinkedIn to ready-to-send report

Started by an event in a connected app, and works across Google Docs and Google Sheets. It hands the judgement calls to OpenAI. 28 steps, 1 branch, 3 loops or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomated-lead-research-from-linkedin-to-ready-to-send-repor)

**28 steps** Large: read it before trusting it with anything live

**1** Branch: places the flow splits

**3** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 7 Logic 10 Service 10

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

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 3 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 4 **Structured Output Parser** Output Parser Structured *Model*
- 5 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 6 **Get All Data** Google Sheets *Service*
- 7 **check perplexity research** Chain Llm *Model*
- 8 **Analyst of prospect** Chain Llm *Model*
- 9 **Generate Report** Chain Llm *Model*
- 10 **Set Data** Set *Logic*
- 11 **If** If *Logic*
- 12 **Perplexity Competitor Research** Http Request *Service*
- 13 **Create doc** Google Docs *Service*
- 14 **Loop Over Items** Split In Batches *Logic*
- 15 **Set if TRUE** Set *Logic*
- 16 **Set if WRONG** Set *Logic*
- 17 **Add report to doc** Google Docs *Service*
- 18 **Company LinkedIn Account POST** Http Request *Service*
- 19 **Perplexity Search** Http Request *Service*
- 20 **Personal LinkedIn Account POST** Http Request *Service*
- 21 **Merge** Merge *Logic*
- 22 **Add to sheets** Google Sheets *Service*
- 23 **Wait1** Wait *Logic*
- 24 **Wait** Wait *Logic*
- 25 **Company LinkedIn Account GET** Http Request *Service*
- 26 **Personal LinkedIn Account GET** Http Request *Service*
- 27 **Set Results Company** Set *Logic*
- 28 **Set Results Personal** Set *Logic*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 28, with 1 branch, 3 loops or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Google Docs, Google Sheets
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

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?

Take your time. At 28 steps it is large: read it before trusting it with anything live.

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 28 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%2Fautomated-lead-research-from-linkedin-to-ready-to-send-repor)
- **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.

[Google Docs](https://millionrounds.com/workflows?service=Google+Docs#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Manage Patreon and Ko-fi leads with Gmail and OpenAI** 28 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/manage-patreon-and-ko-fi-leads-with-gmail-and-openai)
- [**Personalized cold email system with Gemini and Telegram** 28 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/personalized-cold-email-system-with-gemini-and-telegram)
- [**Scrape B2B leads from Apollo, generate Groq AI emails, and send** 28 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/scrape-b2b-leads-from-apollo-generate-groq-ai-emails-and-sen)
- [**Extract & enrich LinkedIn comments to leads** 28 steps · Google Sheets](https://millionrounds.com/workflow/extract-and-enrich-linkedin-comments-to-leads)
- [**AI prospect researcher +ISCP only need company name and domain** 27 steps · calls a model · Google Docs, Google Sheets](https://millionrounds.com/workflow/ai-prospect-researcher-iscp-only-need-company-name-and-domai)
- [**Agentic B2B lead enrichment from Google Search to Google Sheets** 27 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/agentic-b2b-lead-enrichment-from-google-search-to-google-she)