Automation library · CRM

Generate sales research briefs from Google Sheets with Claude

Started by a clock. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude. 22 steps, 1 loop or waits: large, and worth reading before you trust it with anything live.

LargeCalls a model: Claude

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22 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
1Loop or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 1Model 2Logic 12Service 7

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

  1. 1Schedule Trigger - Poll Prospect QueueSchedule triggerStarts it
  2. 2Anthropic - Sales Brief ModelLm Chat AnthropicModel
  3. 3Fetch New ProspectsHttp RequestService
  4. 4AI - Generate Sales Research BriefAgentModel
  5. 5JS - Parse Prospect RowsCodeLogic
  6. 6JS - Parse Sales Brief OutputCodeLogic
  7. 7Split Out - ProspectsSplit OutLogic
  8. 8JS - Format Sales Brief RecordCodeLogic
  9. 9HTTP Request - Company Website & News SearchHttp RequestService
  10. 10HTTP Request - Funding & Technology DataHttp RequestService
  11. 11HTTP Request - Decision Makers LookupHttp RequestService
  12. 12Save Sales Brief to Google SheetsHttp RequestService
  13. 13JS - Extract Company & News SignalsCodeLogic
  14. 14JS - Extract Funding & Tech SignalsCodeLogic
  15. 15JS - Extract Decision Maker SignalsCodeLogic
  16. 16Update Prospect Status to ResearchedHttp RequestService
  17. 17Merge - Combine News & Funding DataMergeLogic
  18. 18Merge - Combine All Research SignalsMergeLogic
  19. 19Send Slack Notification to Sales RepHttp RequestService
  20. 20JS - Compile Research Profile & Priority ScoreCodeLogic
  21. 21Filter - Sufficient Data For BriefFilterLogic
  22. 22Wait - API Rate LimitWaitLogic

How it's built

Starts on
A clock
Steps
22, 1 loop or waits
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
Claude

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

Does it use AI?

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

How long does it take to set up?

Take your time. At 22 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 22 steps before you point it at anything that matters.