Workflow Templates

Tagged with: , , , ,

Tagged with: , , , ,

How it works This workflow automates the transfer of files from an FTP server to Google Drive. It runs on a schedule, lists files in a defined FTP directory, and processes them in batches. Each file is downloaded sequentially from the FTP server and uploaded to Google Drive. The workflow ensures filenames are preserved for consistency during the sync process. Step-by-step 1. Trigger the workflow Schedule Trigger** – Starts the workflow automatically at set intervals. 2. List files from FTP FTP (List Files)** – Retrieves a list of files from the FTP server path. 3. Batch process files Split in Batches** – Breaks the file list into smaller chunks for sequential handling. 4. Download file from FTP FTP (Download File)** – Downloads each file from the FTP server. 5. Upload to Google Drive Google Drive (Upload File)** – Uploads the file to Google Drive while keeping its original filename. Why use this? Automates repetitive FTP-to-cloud transfer tasks with no manual intervention. Reduces system overload by processing files in manageable batches. Ensures data backup from FTP servers directly into cloud storage. Maintains file structure and filenames for easy reference and retrieval. Provides reliable, scheduled synchronization between FTP and Google Drive.

Tagged with: , , , ,

Discover relevant contacts from target accounts using Octave intelligent prospecting Who is this for? Sales development teams, account-based marketing professionals, and RevOps teams who are tired of generic job title filtering that misses the real decision makers. Built for teams that need to find the right people based on actual responsibilities and business context, not just titles on LinkedIn. What problem does this solve? Most prospecting tools are flying blind when it comes to finding the right contacts. You search for "VP of Engineering" but miss the "Head of Platform" who actually owns your use case. You filter by "Marketing Director" but the "Growth Lead" is the real buyer. Traditional prospecting relies on job title matching, but titles vary wildly across companies. This workflow uses Octave's context engine to find contacts based on who actually does the work your solution impacts, regardless of their specific job title. What this workflow does Target Account Processing: Reads target account lists from Airtable (or other data sources) Processes company domains for intelligent contact discovery Handles batch processing for multiple target accounts Context-Aware Contact Discovery: Uses Octave's prospector agent to find relevant stakeholders within target organizations Leverages your defined personas to identify the right people based on responsibilities, not just titles Analyzes organizational structure, role responsibilities, and KPIs to match contacts to your solution Discovers decision makers and influencers who might be missed by traditional job title searches Structured Contact Output: Returns discovered contacts with complete profile information Includes LinkedIn profiles, contact details, and role context Organizes contacts by relevance and decision-making authority Exports contact lists back to Airtable for sales team action Setup Required Credentials: Octave API key and workspace access Airtable API credentials (or your preferred contact management platform) Access to your target account list Step-by-Step Configuration: Set up Target Account Source: Add your Airtable credentials to n8n Replace your-airtable-base-id and your-accounts-table-id with your actual account list Ensure your account list includes company domains for prospecting Configure trigger method (manual, scheduled, or webhook-based) Configure Octave Prospector Agent: Add your Octave API credentials in n8n Replace your-octave-prospector-agent-id with your actual prospector agent ID Configure your prospector with relevant personas and role definitions Test prospecting with sample companies to verify contact quality Set up Contact Output Destination: Replace your-contacts-table-id with your target contact list table Configure field mapping between Octave output and your contact database Set up data validation and deduplication rules Test contact creation and data formatting Customize Contact Selection: Configure which personas to prioritize in your prospector agent Set relevance thresholds for contact discovery Define organizational levels to target (individual contributors vs. management) Adjust contact volume per account based on your outreach capacity Required Account List Format: Your Airtable (or data source) should include: Company Name Company Domain (required for prospecting) Account status/priority (optional) Target personas (optional) How to customize Prospector Configuration: Customize contact discovery in your Octave prospector agent: Persona Targeting:** Define which of your Library personas to prioritize when prospecting Role Responsibilities:** Configure the specific responsibilities and KPIs that indicate a good fit Organizational Level:** Target specific levels (IC, manager, director, VP, C-level) based on your solution Company Size Adaptation:** Adjust prospecting approach based on organization size and structure Contact Selection Criteria: Refine who gets discovered: Decision-Making Authority:** Prioritize contacts with budget authority or implementation influence Problem Ownership:** Focus on roles that directly experience the pain points your solution solves Technical Influence:** Target contacts who influence technical decisions if relevant to your offering Process Ownership:** Identify people who own the processes your solution improves Data Integration: Adapt for different contact management systems: Replace Airtable with your CRM, database, or spreadsheet system Modify field mapping to match your contact database schema Add data enrichment steps for additional contact information Integrate with email platforms for immediate outreach Batch Processing: Configure for scale: Adjust processing volume based on API limits and prospecting quotas Add scheduling for regular account list updates Implement error handling for accounts that can't be prospected Set up monitoring for prospecting success rates Use Cases Account-based marketing contact list generation Sales territory planning and contact mapping Competitive displacement campaign targeting Product expansion within existing customer accounts Event-based prospecting for specific personas Market research and competitive intelligence gathering

Tagged with: LangChain - Example

Tagged with: , , , ,

Tagged with: , , , ,

Tagged with: , , , ,

This template transforms your sales and outreach process by automating deep, personalized research on any contact. Go beyond simple data enrichment; this workflow acts as an AI research assistant. Starting with just a name and company, it finds the person's professional profile, analyzes it through the lens of your specific business offering, and returns actionable insights to prepare for the perfect outreach. Stop spending hours manually researching prospects. With this template, you get a synthesized report in seconds, highlighting a contact's potential pain points and exactly how your solution can provide value, setting the stage for more meaningful and effective conversations. Who is this for? Sales Development & Business Development Reps (SDRs/BDRs):** Drastically cut down on research time and increase the quality and personalization of your outreach efforts. Account Executives:** Prepare for meetings with a deep, relevant understanding of a prospect's background and potential needs. Founders & Solopreneurs:** Handle your own sales and lead generation efficiently by automating the research phase. Marketing Teams:** Power your Account-Based Marketing (ABM) campaigns with tailored insights for key accounts. What problem does this solve? Eliminates time-consuming manual research:** Automates the entire process of finding a person, reading their profile, and connecting the dots back to your business. Prevents generic outreach:** Provides you with specific, synthesized talking points, moving you beyond "I saw your profile on LinkedIn" to a message that shows you've done your homework. Solves "writer's block":** Delivers a clear summary of a prospect's potential challenges and how you can help, making it much easier to start writing a compelling message. Creates actionable intelligence, not just data:** Instead of just returning a list of job titles and skills, it synthesizes that information into strategic summaries ready to be used. How it works Input contact details: The workflow is triggered by a form where you enter the first name, last name, and company of the person you want to research. Find the person with Apollo: The workflow uses the Apollo.io API to find the contact's professional data, including their verified LinkedIn profile URL. Define your business context: This is the "smart" part. The workflow injects information you provide about your offering and the typical pain points your customers face. Analyze profile with Linkup: Using the Linkup API, the workflow reads the person's public LinkedIn profile. Crucially, it analyzes the profile through the lens of your business context. Get synthesized insights: Linkup's AI returns three structured summaries: a general overview of the person, their potential pain points relative to your business, and a concise explanation of how your offering could bring them value. Consolidate results: The final node gathers all the enriched data and AI-generated summaries into a single, clean output, ready for your CRM or next action. Setup Define your business context (Critical Step): This is the most important part. In the Define our business context node, fill in the two fields: Area for which the prospect could experience pain points: Describe the general problems your customers face. My offering: Briefly describe your product or service. This context is what makes the AI analysis relevant to you. Connect your accounts: Apollo: Add your Apollo API key to the Enrich contact with Apollo HTTP node. Linkup: Add your Linkup API key to the Find Linkedin profile information with Linkup HTTP node. Their free plan offers €5 of credits, enough for ~1,000 runs. Activate the workflow: Toggle the workflow to "Active". You can now run it by filling out the form trigger! Taking it further Automate CRM enrichment:* Connect the final *Consolidate results* node to a *HubSpot, **Attio, or Salesforce node to automatically save these rich insights to your contact records. Generate AI-powered outreach:* Add an *OpenAI** node after this workflow to take the synthesized insights and generate a first draft of a personalized outreach email or LinkedIn message. Process leads in bulk:* Replace the *Form Trigger* with a *Google Sheets* or *Airtable** trigger to run this enrichment process for an entire list of new leads automatically.

Tagged with: , , , ,

No description available