# Generate sales research briefs from Google Sheets with Claude: n8n workflow

> Started by a clock. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/generate-sales-research-briefs-from-google-sheets-with-claud (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Large Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-sales-research-briefs-from-google-sheets-with-claud)

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

**0** Branches: places the flow splits

**1** Loop or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Model 2 Logic 12 Service 7

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

- 1 **Schedule Trigger - Poll Prospect Queue** Schedule trigger *Starts it*
- 2 **Anthropic - Sales Brief Model** Lm Chat Anthropic *Model*
- 3 **Fetch New Prospects** Http Request *Service*
- 4 **AI - Generate Sales Research Brief** Agent *Model*
- 5 **JS - Parse Prospect Rows** Code *Logic*
- 6 **JS - Parse Sales Brief Output** Code *Logic*
- 7 **Split Out - Prospects** Split Out *Logic*
- 8 **JS - Format Sales Brief Record** Code *Logic*
- 9 **HTTP Request - Company Website & News Search** Http Request *Service*
- 10 **HTTP Request - Funding & Technology Data** Http Request *Service*
- 11 **HTTP Request - Decision Makers Lookup** Http Request *Service*
- 12 **Save Sales Brief to Google Sheets** Http Request *Service*
- 13 **JS - Extract Company & News Signals** Code *Logic*
- 14 **JS - Extract Funding & Tech Signals** Code *Logic*
- 15 **JS - Extract Decision Maker Signals** Code *Logic*
- 16 **Update Prospect Status to Researched** Http Request *Service*
- 17 **Merge - Combine News & Funding Data** Merge *Logic*
- 18 **Merge - Combine All Research Signals** Merge *Logic*
- 19 **Send Slack Notification to Sales Rep** Http Request *Service*
- 20 **JS - Compile Research Profile & Priority Score** Code *Logic*
- 21 **Filter - Sufficient Data For Brief** Filter *Logic*
- 22 **Wait - API Rate Limit** Wait *Logic*

## 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.

## 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%2Fgenerate-sales-research-briefs-from-google-sheets-with-claud)
- **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.

## Workflows like it

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

- [**Assess contract risk from Google Drive with Groq** 22 steps · calls a model · Google Drive, Salesforce](https://millionrounds.com/workflow/assess-contract-risk-from-google-drive-with-groq)
- [**Capture and Store CRM Contacts with Telegram and Gemini** 22 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/capture-and-store-crm-contacts-with-telegram-and-gemini)
- [**Collect and publish customer testimonials with Claude and CRM** 22 steps · calls a model](https://millionrounds.com/workflow/collect-and-publish-customer-testimonials-with-claude-and-cr)
- [**Generate AI video sales letters with Google VEO3** 22 steps · calls a model · Google Cloud Storage](https://millionrounds.com/workflow/generate-ai-video-sales-letters-with-google-veo3)
- [**Track competitor risk from Gmail and webhooks with Groq** 22 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/track-competitor-risk-from-gmail-and-webhooks-with-groq)
- [**Replace your call center with VAPI** 22 steps · GoHighLevel](https://millionrounds.com/workflow/replace-your-call-center-with-vapi)