Automation library · Lead generation

Identify buying-intent leads on Twitter and Instagram

Started by someone opening a chat with it, and works across Gmail, Notion and Slack. It puts Azure OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 13 steps: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAIRetrieval

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13 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 8Service 3

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

  1. 1Receive User Lead Discovery Query (Chat Trigger)Chat triggerStarts it
  2. 2Maintain Short-Term Conversation ContextMemory Buffer WindowModel
  3. 3External Social Search & Enrichment Tool (MCP Client)Mcp Client ToolModel
  4. 4LLM Reasoning Engine for Lead QualificationLm Chat Azure Open AiModel
  5. 5LLM Reasoning Engine for Insight StructuringLm Chat Azure Open AiModel
  6. 6Enforce Structured Lead Insight Output SchemaOutput Parser StructuredModel
  7. 7Workflow Error HandlerError triggerStarts it
  8. 8Discover Buying-Intent Leads from Social Platforms (AI)AgentModel
  9. 9Generate Slack & Notion Lead Insight Summary (AI)AgentModel
  10. 10Send a message1GmailService
  11. 11Generate CRM-Ready Lead Discovery ResponseChatModel
  12. 12Send Lead Discovery Summary to SlackSlackService
  13. 13Store Lead Discovery Insight in Notion CRMNotionService

How it's built

Starts on
Someone opening a chat with it
Steps
13
Size
Medium: a working afternoon
Connects to
Gmail, Notion, Slack
Model
Azure OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

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

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls Azure OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 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 13 steps before you point it at anything that matters.