Lead Research Report Emails

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—ready to review before your meeting.

Who’s it for Founders taking high-stakes sales calls
SDRs/BDRs booking back-to-back meetings
Agencies and consultants who want to personalize discovery calls
Teams doing high-touch enterprise sales or B2B outreach

How it works Triggered when a new call is booked via Cal.com
Finds matching LinkedIn URL from a local database (Google Sheets)
Scrapes public LinkedIn data via Relevance AI
Runs a Perplexity query on the prospect for deeper context
Formats the scraped data using Code nodes
Sends structured info to AI to generate: A company + person profile
Suggested pain points and solutions
Formats everything into a clean HTML report
Emails you the final summary to prep for the call

Example use case > Someone books a call. You receive a report 2 minutes later in your inbox with:
> - Their role, company, and latest posts
> - What their business does
> - Recent news and context from Perplexity
> - Predicted pain points and how you might help
>
> You show up to the call prepped and ready

How to set up Connect your Cal.com trigger (or replace with any booking tool)
Set up your Google Sheet(s) with contact info + LinkedIn profiles
Add Relevance AI API key and configure LinkedIn scraping (they have free credits)
Link Perplexity API for web research
Customize the AI prompts and report formatting
Connect Gmail or preferred email provider to send reports

Requirements Cal.com or other booking platform
Google Sheets for lead storage
Relevance AI account and API access
Perplexity API key
OpenAI or similar LLM for summarization
Email integration (e.g. Gmail)

How to customize Replace Cal.com with Calendly, SavvyCal, etc.
Change AI prompt tone and structure of the report
Add CRM push (e.g. log into HubSpot, Notion, or Airtable)
Add Slack or Telegram notifications for call alerts
Format reports as PDF instead of HTML for download