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Lead Research Report Emails

n8n template #6535
Overview This workflow auto-generates a personalized research report on any prospect who books a call with you—using their LinkedIn profile and advanced web research. When a call is booked in your calendar, the system looks up the lead’s LinkedIn URL from a Google Sheets database. That profile is then scraped using Relevance AI to extract posts, experiences, and education. It also runs a deep-dive query on the person using Perplexity to uncover relevant news, insights, and context. This structured data is passed to an AI model that produces a clean profile summary, suggested pain points, and solution ideas. Finally, the system builds and sends you a fully formatted HTML report via email—read

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Prompt

Help me set up the n8n workflow "Lead Research Report Emails" (https://n8n.io/workflows/6535). It uses: Google Sheets, HTTP Request, Gmail, Code, HTML, OpenAI, Perplexity. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

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