Automation library · Lead generation

Research LinkedIn prospects before sales calls

Started by a clock, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 16 steps, 3 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 2Logic 6Service 7

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

  1. 1Daily Prospect ResearchSchedule triggerStarts it
  2. 2GPT-5.5 ModelLm Chat Open AiModel
  3. 3Read Upcoming Calls SheetGoogle SheetsService
  4. 4Build Call BriefAgentModel
  5. 5Scrape LinkedIn ProfileHttp RequestService
  6. 6Parse AI OutputCodeLogic
  7. 7Validate BD ResponseCodeLogic
  8. 8IF Confidence >= 0.7IfLogic
  9. 9Filter Valid DataIfLogic
  10. 10IF Readiness Score >= 70IfLogic
  11. 11Append Low ConfidenceGoogle SheetsService
  12. 12Extract Key Talking PointsCodeLogic
  13. 13Email Full BriefGmailService
  14. 14Append Call BriefsGoogle SheetsService
  15. 15Email Short BriefGmailService
  16. 16Append Call Briefs PartialGoogle SheetsService

How it's built

Starts on
A clock
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail 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 a clock.

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. 16 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 16 steps before you point it at anything that matters.