Workflow Templates

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

Jotform Lead Qualification & Distribution System Transform lead chaos into systematic qualification and instant routing - achieving 5-minute response times, 300% conversion increase, and eliminating sales team conflicts through AI-powered BANT scoring and intelligent territory assignment. What This Workflow Does Revolutionizes lead management with AI-driven qualification and automated distribution to the right sales rep: 📝 Intelligent Lead Capture - Jotform collects complete lead profile including budget, timeline, and pain points 🤖 AI BANT Scoring - GPT-4 evaluates leads across Budget, Authority, Need, Timeline (0-100 score) 🎯 Smart Routing - Automatically assigns leads based on score, territory, industry expertise, and workload 💼 Instant CRM Creation - Creates detailed contact records in HubSpot/Salesforce with full context 📧 Dual Notifications - Sales rep gets detailed brief, lead receives professional confirmation 📊 Complete Tracking - Google Sheets logging enables performance analysis and conversion metrics 🔥 Priority Tiering - Hot leads (75+) go to senior reps, warm to mid-level, cold to SDRs 💡 Pre-Written Talking Points - AI provides conversation starters based on lead pain points 🚀 Zero Manual Work - End-to-end automation from form submission to first contact Key Features AI Lead Qualification Engine: GPT-4 analyzes every lead using BANT framework with 25-point scoring per category (Budget, Authority, Need, Timeline) Intelligent Territory Routing: Matches leads to sales reps based on geography, industry expertise, deal size capacity, and current workload Real-Time CRM Integration: Creates fully populated contact records in HubSpot, Salesforce, or Pipedrive with AI insights Instant Rep Notifications: Beautiful HTML emails with complete lead profile, BANT breakdown, talking points, and recommended next steps Lead Confirmation Emails: Professional auto-responses set expectations and introduce assigned account executive Conversion Probability Scoring: AI estimates likelihood of close based on BANT signals and pain severity Deal Value Estimation: Automatically calculates potential deal size based on company size and budget range Red Flag Detection: AI identifies concerns (budget constraints, wrong decision-maker, competitor lock-in) Competitor Vulnerability Assessment: Evaluates how easily lead can switch from current solution Opportunity Size Classification: Tags leads as Small/Medium/Large/Enterprise for proper resource allocation 24-Hour SLA Monitoring: Hourly checks identify uncontacted leads and escalate to sales management Complete Audit Trail: Every lead logged to Google Sheets with timestamps, scores, and assignments for analytics Perfect For B2B SaaS Companies: Fast-growing software companies with high lead volume (100+ leads/month) Technology Services: IT consulting, MSPs, and technology solution providers Enterprise Sales Teams: Organizations with complex products requiring senior rep expertise Professional Services: Law firms, accounting firms, consulting practices with territory-based teams Manufacturing: Industrial equipment sales with industry-specific expertise requirements Healthcare Tech: Medical software and equipment sales with compliance considerations Financial Services: Wealth management, insurance, and fintech with regulatory requirements Marketing Agencies: Digital marketing and advertising agencies qualifying client prospects What You'll Need Required Integrations Jotform - Lead capture form (free tier works) Create your form for free on Jotform using this link OpenAI API - GPT-4 for AI BANT scoring (~$0.20-0.40 per lead) Gmail - Automated notifications to sales reps and leads Google Sheets - Lead tracking database and analytics CRM System - HubSpot, Salesforce, or Pipedrive (via API) Optional Integrations Slack - Real-time lead notifications to sales channel Calendar Integration - Auto-schedule follow-up calls Quick Start Import Template - Copy JSON and import into n8n Add OpenAI Credentials - Set up OpenAI API key (GPT-4 required for best BANT analysis) Create Jotform Lead Capture Form: Company Name (q3_companyName) Contact Name (q4_contactName) Email (q5_email) Phone (q6_phone) Company Size (q7_companySize) - dropdown: 1-10, 11-50, 51-200, 201-500, 500+ Budget Range (q8_budgetRange) - dropdown: <$10K, $10K-$25K, $25K-$50K, $50K-$100K, $100K+ Timeline (q9_timeline) - dropdown: Immediate, 1-3 months, 3-6 months, 6+ months Industry (q10_industry) - dropdown or text Current Solution (q11_currentSolution) - text area Pain Points (q12_painPoints) - text area Configure Gmail - Add Gmail OAuth2 credentials (same for all Gmail nodes) Setup Sales Team Routing: Edit "Intelligent Routing Logic" node Update salesTeam object with your actual sales reps Configure territories, industries, and deal size thresholds Configure CRM Integration: Choose your CRM (HubSpot shown, easily adapted for Salesforce/Pipedrive) Add CRM API credentials Map custom fields as needed Setup Google Sheets: Create spreadsheet with "Lead_Tracking" sheet Replace YOUR_GOOGLE_SHEET_ID in workflow (3 places) Columns auto-populate on first submission Customize Email Templates: Update company name, phone, website URLs Adjust branding colors if desired Set Up Escalation: Update sales manager email in escalation node Adjust 24-hour SLA threshold if needed Test Workflow - Submit test lead through Jotform Go Live - Embed form on website, share link, add to email signatures Customization Options Lead Scoring Thresholds: Adjust what constitutes Hot (75+), Warm (50-74), Cold (25-49) Territory Configuration: Add/modify territories, states, countries for rep assignment Industry Expertise: Define which reps specialize in which industries Multi-Level Routing: Add VP or director assignment for enterprise deals Custom BANT Weights: Adjust importance of Budget vs Authority vs Need vs Timeline Qualification Disqualification: Auto-reject leads below minimum score Round-Robin vs Workload: Choose between even distribution or capacity-based assignment Integration Flexibility: Swap HubSpot for Salesforce, Pipedrive, Zoho, or custom CRM Follow-Up Sequences: Add automated email nurture campaigns for different tiers Calendar Booking: Include Calendly/Chili Piper links for instant meeting scheduling Lead Source Tracking: Add UTM parameters and campaign tracking Industry-Specific Qualifying: Custom questions and scoring for different verticals Multi-Touch Attribution: Track which marketing channels produce best leads Competitor Intelligence: Add fields to track which competitor they're considering Expected Results 5-minute response time - From form submission to rep contact (vs 48+ hours manual) 300% conversion increase - Faster response + better qualification = 3x more deals Zero lead conflicts - Automated assignment eliminates sales team arguments 95% SLA compliance - 24-hour escalation ensures no leads fall through cracks 40% time savings - Reps spend time selling, not qualifying or cherry-picking leads 85% accurate routing - AI + territory logic assigns to optimal rep first time 60% reduction in unqualified meetings - BANT scoring filters out poor-fit prospects 100% lead visibility - Complete tracking from inquiry to close in Google Sheets 50% manager time savings - Automated monitoring vs manual lead assignment 2x rep productivity - Only work high-quality, properly matched leads Use Cases SaaS Company (Series B, 50 Sales Reps) Scenario: Lead submits form requesting project management software for 200-person engineering team. Budget: $50K-$100K annually. Timeline: 1-3 months. Current solution: Jira. Pain: Poor cross-team visibility. AI BANT Analysis: Budget: 23/25 (has budget, validated by company size) Authority: 22/25 (VP Engineering, decision-maker) Need: 24/25 (critical pain, expanding team needs better tools) Timeline: 20/25 (moderate urgency, current fiscal quarter) Total Score: 89/100 - HOT LEAD** Automated Response: 9:14 AM: Form submitted 9:14 AM: CRM contact created with full profile 9:15 AM: Sarah Johnson (Senior AE, specializes in Tech/Engineering tools) receives detailed notification 9:15 AM: Lead receives confirmation email introducing Sarah 9:17 AM: Sarah calls lead (3-minute response time) 9:45 AM: Discovery meeting scheduled for tomorrow 10:30 AM: Sarah updates CRM status to "Qualified Opportunity" Result: Lead converts to $85K annual contract. 3-minute response time impressed prospect (competitor took 2 days). Total sales cycle: 18 days vs 45-day average. Professional Services Firm (8 Consultants) Scenario: Small business owner (25 employees) inquires about IT consulting. Budget: <$10K. Timeline: 6+ months. Current solution: "We handle it ourselves." Pain: "Sometimes things break." AI BANT Analysis: Budget: 8/25 (insufficient budget for typical engagement) Authority: 18/25 (owner, but budget-constrained) Need: 12/25 (low pain severity, reactive not proactive) Timeline: 5/25 (no urgency, exploratory inquiry) Total Score: 43/100 - COLD LEAD** Red Flags**: Below minimum deal size, no immediate pain, DIY mentality Automated Response: Assigned to Emily Brown (SDR) for nurture track Lead receives confirmation with educational resources Emily sends follow-up email with free IT assessment offer Lead added to quarterly newsletter nurture campaign No immediate sales rep time wasted on low-probability lead Result: 6 months later, business experiences server crash. Remembers firm from newsletter. Submits new request with "Immediate" timeline and $25K budget. This time routes to senior consultant, converts to $40K managed services contract. Enterprise Software (Global Sales Team) Scenario: Fortune 500 procurement manager submits RFP for enterprise data platform. Budget: $500K+. Timeline: Immediate (Q1 deadline). 5,000 employees. Industry: Healthcare. Current: Legacy Oracle system. AI BANT Analysis: Budget: 25/25 (enterprise budget, board-approved) Authority: 20/25 (procurement, but mentions C-suite sponsorship) Need: 25/25 (critical: compliance requirements, legacy system EOL) Timeline: 25/25 (urgent: Q1 deadline 8 weeks away) Total Score: 95/100 - ENTERPRISE HOT LEAD** Key Insight**: Competitor vulnerability HIGH (legacy system, compliance pressure) Automated Response: Assigned to Michael Chen (Senior AE, Healthcare + Enterprise specialist) Sales VP automatically CC'd on notification (deal size >$250K) CRM tags: "Enterprise", "Healthcare", "RFP", "Q1 Deadline" Michael's calendar checked, existing demo moved to prioritize this lead Michael calls within 8 minutes (prospect answered, impressed) Enterprise demo scheduled for next day with solutions engineer Legal and compliance teams looped in proactively Result: Won $650K 3-year contract. 8-minute response time + pre-qualified insights helped beat 4 competitors. Sales cycle: 6 weeks (vs 6-month average for enterprise deals). Manufacturing Sales (Regional Reps) Scenario: Plant manager in Texas requests quote for industrial equipment. Company size: 200 employees. Budget: $25K-$50K. Timeline: 3-6 months. Industry: Automotive. Current: 10-year-old machinery, frequent breakdowns. AI BANT Analysis: Budget: 20/25 (has capital budget, needs approval) Authority: 19/25 (plant manager, recommends to CFO) Need: 22/25 (high: downtime costs, efficiency losses) Timeline: 18/25 (planned capital purchase, budget cycle timing) Total Score: 79/100 - HOT LEAD** Talking Points**: Focus on ROI from reduced downtime, payback period Automated Response: Territory-based routing assigns to Jessica Martinez (Southwest US, Manufacturing) Email highlights equipment efficiency ROI calculator Lead receives PDF product catalog automatically Jessica calls within 12 minutes, schedules site visit for next week Technical specialist added to meeting invite automatically Result: $42K equipment sale + $8K annual maintenance contract. Jessica's quick response and ROI-focused approach (from AI talking points) won deal over competitor who took 3 days to respond. Marketing Agency (Qualifying Client Fit) Scenario: E-commerce startup (2 employees) requests full-service digital marketing. Budget: <$10K monthly. Timeline: Immediate. Current: Doing it themselves. Pain: "Need more customers." AI BANT Analysis: Budget: 12/25 (below agency minimum of $15K monthly) Authority: 22/25 (founder, decision-maker) Need: 18/25 (need is real, but unrealistic expectations) Timeline: 20/25 (urgent, but may not understand scope) Total Score: 72/100 - WARM LEAD** Red Flags**: Budget too low, unrealistic expectations, startup risk Automated Response: Assigned to David Williams (Mid-Level AE) AI recommends: "Qualify budget realism, educate on agency pricing" David calls, explains pricing, suggests DIY consulting option ($5K) Lead appreciates transparency, opts for consulting package now Agreed to revisit full-service when reaches $100K MRR Result: $5K consulting engagement (profitable given rep level). Client reaches $100K MRR 8 months later, upgrades to $20K monthly retainer. Honesty during qualification built trust and long-term relationship. Pro Tips Response Time is King: Every minute delayed reduces conversion by 10%. Use mobile notifications for reps. BANT Customization: Adjust scoring weights based on your sales cycle. Enterprise may weight Authority higher, transactional sales may weight Timeline higher. Territory Conflicts: Use round-robin within territories to prevent cherry-picking. Track conversion rates by rep. Lead Source Attribution: Add hidden fields to Jotform to track UTM parameters and campaign sources. Continuous Improvement: Monthly review of Google Sheets data to refine AI scoring thresholds. Rep Accountability: Use 24-hour escalation data to identify training needs or workload issues. Disqualification Criteria: Add automatic rejection for competitors, students, or leads outside serviceable areas. Integration Expansion: Connect to calendar systems (Calendly, Chili Piper) for instant meeting booking. Lead Nurture Tracks: Route cold leads to marketing automation (HubSpot sequences, Mailchimp campaigns). A/B Testing: Try different form fields and AI prompts to optimize qualification accuracy. Mobile Optimization: Ensure Jotform is mobile-friendly for leads submitting from phones. Follow-Up Sequences: Add automated day 2, day 7, day 30 follow-ups for non-responsive leads. Competitive Intelligence: Track which competitors are mentioned most, adjust positioning accordingly. Budget Realism Check: AI can identify when stated budget doesn't match company size/needs. Multi-Product Routing: For companies with multiple product lines, route based on interest. Learning Resources This workflow demonstrates advanced automation: AI Agents for Complex Qualification: Multi-dimensional BANT scoring with natural language understanding Dynamic Routing Algorithms: JavaScript-based logic for territory, expertise, and workload balancing CRM API Integration: Creating fully populated contact records with custom fields Conditional Email Formatting: HTML templates with dynamic content based on lead tier Scheduled Monitoring: Cron-based checking for SLA compliance and escalation Data Aggregation: Complete lead pipeline tracking for business intelligence Code Node Efficiency: Custom JavaScript for complex routing logic beyond visual nodes Multi-Output Branching: Parallel execution for CRM, notifications, and tracking Error Handling: Graceful failure modes for API timeouts or missing data Performance Optimization: Minimizing API calls while maximizing data capture Business Impact Metrics Lead Response Time: Track average time from submission to first contact (target: <5 minutes) Conversion Rate by Tier: Compare close rates for Hot vs Warm vs Cold leads to validate scoring Rep Performance: Measure conversion rates by sales rep to identify training needs or star performers Lead Source ROI: Calculate which marketing channels produce highest-scoring leads SLA Compliance: Track % of leads contacted within 24 hours (target: >95%) Revenue Per Lead: Compare deal sizes for AI-qualified leads vs manual qualification Time to Close: Measure if faster response and better qualification shortens sales cycles Assignment Accuracy: Track how often leads need re-assignment (target: <10%) Manager Escalations: Monitor frequency of 24-hour SLA breaches by rep Cost Per Lead Processed: Calculate ROI of automation vs manual lead distribution Ready to Transform Your Lead Management? Import this template and turn lead chaos into systematic qualification and instant routing with AI-powered BANT scoring! 🎯✨ Questions or customization? The workflow includes detailed sticky notes explaining each component's logic and decision criteria. Template Compatibility ✅ n8n version 1.0+ ✅ Works with n8n Cloud and Self-Hosted ✅ Fully customizable routing logic ✅ Integrates with any CRM via API

One-Line Description Automatically detects missed Zoom demos booked via Calendly and triggers AI-powered follow-up sequences. Detailed Description What it does: When a prospect books a demo through Calendly but fails to join the Zoom meeting, this workflow automatically detects the no-show, generates personalized recovery messages using AI, updates your database, and notifies your sales team—all within minutes of the meeting ending. It bridges Calendly, Zoom, and your follow-up channels to ensure no lead falls through the cracks. Who it's for: Sales teams** running high-volume demo calendars who lose 20-40% of booked meetings to no-shows Customer success managers** conducting onboarding calls where attendance tracking matters SDRs and BDRs** who need immediate alerts when prospects miss scheduled meetings Revenue operations teams** seeking to improve demo-to-opportunity conversion rates through faster follow-up Key Features: Real-time no-show detection** - Automatically checks Zoom participant lists against expected attendees within seconds of meeting end AI-generated recovery messaging** - Creates contextual, empathetic follow-up emails and LinkedIn messages tailored to each no-show scenario Instant team notifications** - Sends formatted Slack alerts with attendee details and suggested next actions so reps can manually follow up if needed Attendance tracking database** - Maintains a searchable record of all bookings and attendance status for reporting and analysis Multi-channel follow-up orchestration** - Coordinates email, Slack notifications, and optional CRM updates from a single automation Selective event filtering** - Processes only specific Calendly event types so you control which meetings trigger the workflow How it works: Booking capture: Calendly webhook fires when a demo is scheduled, extracting Zoom meeting details and attendee information Meeting monitoring: When the Zoom meeting ends, a second webhook triggers attendance verification by pulling the participant list from Zoom's API No-show identification: Workflow cross-references the expected attendee email with actual Zoom participants to confirm whether they attended Automated response: For confirmed no-shows, AI generates personalized recovery messages while the system updates your database and notifies your team via Slack Optional integrations: Simultaneously updates CRM deal stages or triggers additional follow-up sequences based on your configuration Setup Requirements Prerequisites: Calendly account** (any paid plan) with webhook access and Personal Access Token Zoom account** (Pro or higher) with Server-to-Server OAuth app credentials for API access OpenAI API key** for AI-generated follow-up message creation Slack workspace** with OAuth permissions to post messages (optional but recommended) n8n Data Table** created with columns: meeting_id, email, status (built-in n8n feature, no external database needed) Email sending service** configured in n8n (SMTP, Gmail, SendGrid, etc.) if enabling automated email sending CRM API access** (HubSpot, Salesforce, Pipedrive, etc.) if enabling deal updates (optional) Note: Zoom API has rate limits (varies by plan); this workflow makes 1-2 API calls per meeting end event. Estimated Setup Time: 45-60 minutes including Zoom app creation, Calendly webhook configuration, and Data Table setup Installation Notes Critical setup steps: Zoom webhook validation**: You must complete Zoom's webhook endpoint validation process before receiving real events. The workflow includes a dedicated validation path—run it once after creating your Zoom app. Calendly webhook creation**: Use the "Manual Setup Trigger" path in the workflow to programmatically create your Calendly webhook subscription. This only needs to run once. Event type filtering**: Replace the placeholder YOUR_CALENDLY_EVENT_TYPE_URI with your specific demo event type URI from Calendly to avoid processing all meeting types. Test with a real meeting**: Book a test demo, join briefly with a different email than the booking email, then leave. The workflow should detect the "no-show" for the booking email. Common pitfalls to avoid: Forgetting to enable the disabled "Send Recovery Email" node after testing (it's disabled by default to prevent accidental sends during setup) Not configuring Zoom Server-to-Server OAuth correctly (requires Account ID, Client ID, and Client Secret—not JWT credentials) Using a personal Calendly account instead of an organization account (webhooks require organization-level access) Overlooking the Data Table creation step—the workflow will fail without this internal database Testing recommendations: Start with Slack notifications only (leave email sending disabled) to verify the workflow logic Use your own email as a test booking to safely generate AI messages without sending to real prospects Check the Data Table after each test to confirm booking records are being created and updated correctly Customization Options Easy modifications: Swap email for SMS**: Replace the email node with Twilio SMS to send text message follow-ups instead Add delays**: Insert "Wait" nodes to schedule follow-ups hours or days later rather than immediately Change AI tone**: Modify the OpenAI prompt to match your brand voice (casual, formal, humorous, etc.) Multi-step sequences**: Duplicate the AI and email nodes to create a 3-touch follow-up cadence over several days Different CRM platforms**: The HubSpot node can be swapped for Salesforce, Pipedrive, or any CRM n8n supports Extension possibilities: Add Google Sheets logging for executive dashboard reporting on no-show rates Integrate with Calendly's rescheduling API to automatically send rebooking links Connect to Loom or Vidyard APIs to attach pre-recorded demo videos in follow-up emails Create a "second chance" discount workflow that offers incentives for rescheduling Build a predictive model by exporting no-show data to analyze patterns (time of day, lead source, etc.) Category Sales Tags calendly zoom no-show-recovery demo-automation lead-follow-up sales-automation meeting-tracking ai-messaging slack-notification openai Use Case Examples SaaS sales team**: A B2B software company runs 40+ demos per week. When prospects no-show, this workflow immediately notifies the assigned rep in Slack with a pre-written LinkedIn message, sends an empathetic recovery email offering a Loom recording alternative, and flags the deal in HubSpot for manual outreach within 2 hours. Agency onboarding**: A marketing agency conducts discovery calls with new clients. If a client misses their scheduled kickoff meeting, the workflow logs the no-show, updates the client status in their CRM, and sends a friendly rescheduling email with three alternative time slots—all before the account manager even notices. Customer success**: A customer onboarding team tracks training session attendance. When users don't join their scheduled implementation calls, the workflow automatically sends a resource-rich email with documentation links, notifies the CSM team channel, and schedules a follow-up task in their project management tool.

Good to know: The workflow runs every hour with a randomized delay of 5–20 minutes to help distribute load. It records the exact date and time a lead is emailed so you can track outreach. Follow-ups are automatically scheduled two days after the initial email. How it works: After apify completes, the JSON data is retrieved and inserted into the proper JSON node (only the JSON is removed — nothing else). The agent then runs on its own, parsing the data and pushing it to Google Sheets. When a lead is emailed, the system tags it with the date and time for tracking. Two days later the workflow automatically triggers a follow-up, again on an hourly schedule with the same time delay. How to use: Start by connecting your apify account to retrieve data. Place the returned JSON into the designated JSON node. Configure your Google Sheet where the data will be stored. Adjust the time delay window or follow-up period if needed. Insert your email credentials and the message. Requirements: Apify account with active leads/data. Google Sheet for storing and managing parsed lead information. n8n credentials configured for your accounts. email credentials Customising this workflow: You can easily extend this template to include other CRMs, different time delays, or additional notification steps. For example, push new leads to Slack, send SMS notifications, or trigger downstream analytics dashboards automatically.

This n8n template demonstrates how to use AI to fully automate the generation and scheduling of X (formerly Twitter) content based on a specific, predefined persona. Use cases are many: It's perfect for social media marketers looking to streamline content creation, individual experts building a consistent brand voice, or businesses aiming to drive traffic to specific services with a steady stream of relevant content. Good to know The AI model used in this workflow (via OpenRouter) requires an API key and will incur costs based on usage (typically a few cents per generation). The Blotato node used for posting is a third-party community node and requires a separate Blotato account. How it works This workflow is divided into two main processes: Content Generation and Content Posting. Content Generation Process: A Schedule Trigger kicks off the workflow every 4 hours. An AI Agent (LangChain) generates a post based on a detailed prompt defining a persona, purpose, and rules. A Code node refines the AI's output, ensuring the text ends naturally. The generated post is then saved to a Google Sheet with a "Not Posted" status, creating a content queue. Content Posting Process: The workflow retrieves one "Not Posted" item from the Google Sheet. An IF node checks the post's category to determine if an image is required. If an image is needed, it searches for and retrieves a matching image file from a specified Google Drive folder. The Blotato node posts the text (and image, if applicable) to the designated X (Twitter) account. A confirmation email is sent via Gmail to notify stakeholders of the successful post. Finally, the Google Sheet status is updated to "Completed" to prevent duplicate posts. How to use You can test the workflow anytime using the manual trigger. For production, adjust the posting frequency in the "Trigger: Every 4 Hours" node. The quality of the generated content is determined by the prompt. Edit the system message within the "AI: Generate X Post Content" node to customize the persona, purpose, tone of voice, etc. To generate posts with images, you must upload image files to the specified Google Drive folder. The filename must exactly match the post's category name (e.g., Evidence-based_Graph.png). Requirements An OpenRouter account (or another AI service account) for the LLM. A Blotato account for social media posting. A Google account for content management, image storage, and notifications (Sheets, Drive, Gmail). Customising this workflow Expand the workflow to post to other social media platforms supported by Blotato, such as Facebook or LinkedIn. Instead of posting immediately, add a human-in-the-loop approval step by sending the AI-generated draft to Slack or email for review before publishing. Replace the Schedule Trigger with a Webhook Trigger to generate and post relevant content based on external events, such as "when a new blog post is published."

This workflow automatically captures, enriches, scores, and routes website leads in real-time, scheduling high-intent prospects for demos within minutes instead of hours—dramatically improving conversion rates by eliminating response delays. What Makes This Different: Real-Time Lead Processing** - Captures and processes leads instantly from website forms with zero delay Intelligent Fit Scoring** - Automatically scores leads 0-100 based on company size, seniority, and revenue Dual-Track Routing** - High-intent leads (60+) get fast-track treatment, others follow standard nurture Live Calendar Integration** - Shows actual available Calendly slots, not fake placeholders Automated Sales Alerts** - Posts rich lead details to Slack with booking links instantly Smart Follow-Up** - Sends fallback email if sales team doesn't respond within 10 minutes Complete CRM Automation** - Creates HubSpot contacts and deals automatically with enriched data Full Audit Trail** - Logs everything to Google Sheets for analytics and reporting Key Benefits of Instant Lead Response: Speed** - Minutes from form submission to scheduled demo, not hours or days Conversion** - Respond while leads are hot, dramatically improving booking rates Automation** - Zero manual work—enrichment, scoring, routing, and follow-up all automatic Intelligence** - Data-driven scoring ensures sales focuses on best-fit prospects Accountability** - Complete logging shows response times and follow-up actions Scalability** - Handles unlimited lead volume without adding sales admin work Who's it for This template is designed for B2B SaaS companies, sales teams, and revenue operations professionals who need to convert website leads faster. It's perfect for organizations that lose deals due to slow response times, want to prioritize high-intent prospects, need to automate CRM data entry, or want to ensure no hot lead falls through the cracks while sales is busy. How it works / What it does This workflow creates an end-to-end lead-to-meeting pipeline that automatically processes inbound leads and schedules high-intent prospects for demos. The system: Receives lead submissions via webhook from website forms or chat widgets Normalizes data from different form providers into a standard format Enriches contact information using Clearbit to get company size, revenue, job title, and industry Calculates fit score (0-100) based on company metrics: size (40 pts), seniority (30 pts), revenue (30 pts) Routes intelligently - High-intent leads (60+) → fast track | Standard leads → nurture channel Creates CRM records - Automatically creates/updates HubSpot contact and deal with enriched data Fetches real availability - Gets actual available Calendly demo slots via API (next 7 days) Alerts sales team - Posts formatted message to Slack with lead details and booking links Monitors response - Waits 10 minutes and checks if sales replied in Slack thread Sends fallback email - Automatically emails lead with self-service booking link if no response Logs everything - Records all data to Google Sheets for reporting and analytics Key Innovation: Smart Follow-Up Automation - Unlike basic lead capture workflows, this system ensures accountability by automatically following up with leads if the sales team is unavailable, preventing lost opportunities while maintaining a professional response time. How to set up 1. Configure API Credentials Add the following credentials in n8n: Clearbit (Lead Enrichment) Create account at clearbit.com Generate API key from Settings → API Add as "Clearbit API" credential in n8n HubSpot (CRM Integration) Create private app in HubSpot Settings → Integrations → Private Apps Grant scopes: crm.objects.contacts.write, crm.objects.deals.write Copy app token Add as "HubSpot App Token" credential in n8n Calendly (Calendar Availability) Create OAuth app at calendly.com/integrations/api_webhooks Configure OAuth2 credentials in n8n Set environment variable: CALENDLY_USER_URI with your user URI Get this from: https://api.calendly.com/users/me (returns your user URI) Slack (Team Notifications) Create Slack app at api.slack.com/apps Add Bot Token Scopes: channels:read, chat:write, channels:history Install app to workspace and copy Bot User OAuth Token Add as "Slack API" credential in n8n Update channel names in nodes: change "hot-leads" and "leads" to your actual channel names SendGrid (Email Fallback) Create account at sendgrid.com Generate API key from Settings → API Keys Verify sender email address Add as "SendGrid API" credential in n8n Update "from" email in "Send Fallback Email" node Google Sheets (Activity Logging) Create Google Cloud project and enable Sheets API Configure OAuth2 credentials in n8n Create a Google Sheet with columns matching the workflow Replace YOUR_GOOGLE_SHEET_ID in "Log to Google Sheets" node with your actual sheet ID 2. Customize Fit Scoring Logic Edit the "Calculate Fit Score" node to match your ideal customer profile: Default Scoring: Company size 50-5,000 employees = 40 points Executive/Director seniority = 30 points Annual revenue ≥ $1M = 30 points Total possible:* 100 points | *High-intent threshold:** 60+ points To Customize: Adjust company size ranges based on your target market Change seniority requirements (C-level, VP, Manager, etc.) Modify revenue thresholds Update the 60-point threshold for high-intent routing 3. Set Up Webhook Endpoint Get Webhook URL: Activate the workflow Copy webhook URL from "Lead Form Webhook" node URL format: https://your-n8n-instance.com/webhook/demo-request Configure Form Provider: Point your website form POST request to the webhook URL Send JSON body with fields: email, name, company, phone, utm_source, utm_campaign, page_url, message Or map your existing form fields to these names in "Normalize Lead Data" node Example Form Integration: // HTML Form fetch('https://your-n8n.com/webhook/demo-request', { method: 'POST', headers: {'Content-Type': 'application/json'}, body: JSON.stringify({ email: 'lead@company.com', name: 'John Doe', company: 'Acme Inc', phone: '+1234567890', utm_source: 'google', page_url: window.location.href }) }) 4. Test the Workflow Initial Test: Activate the workflow Submit test lead via webhook (use Postman or curl) Verify Clearbit enrichment returns data Check HubSpot for created contact and deal Confirm Slack notification appears in correct channel Verify Google Sheet receives log entry Response Test: Wait 10 minutes after Slack notification Check if "Check Slack Replies" detects no response Verify fallback email sends via SendGrid Confirm lead receives booking email with Calendly link Calendly Test: Verify "Get Calendly Event Types" finds your Demo event Check "Get Available Demo Slots" returns actual time slots Confirm booking URLs work and pre-fill time selection 5. Monitor and Optimize Key Metrics to Track: Time from form submission to Slack notification (target: <30 seconds) Sales response rate within 10 minutes Fallback email send rate (lower is better) High-intent lead conversion rate (booked → closed) Average fit score of closed deals Optimization Tips: Adjust fit score weights based on actual conversion data Tune the 60-point threshold for high-intent routing Customize Slack message format for your team's workflow Modify wait time (10 minutes) based on team availability Add custom fields to Google Sheet for additional tracking Requirements n8n Instance: n8n Cloud or self-hosted (v1.0+) Code node execution enabled Webhook functionality active External Services: Clearbit** - Enrichment API (paid service, free trial available) HubSpot** - CRM with API access (free tier available) Calendly** - Scheduling platform with API access (paid plans) Slack** - Workspace with bot integration capability SendGrid** - Email API (free tier: 100 emails/day) Google Sheets** - Google account with Sheets API enabled Technical Requirements: Public webhook endpoint (HTTPS) Environment variable support for sensitive data OAuth2 authentication capability Minimum 256MB RAM for code node execution Data Privacy: Ensure GDPR/CCPA compliance for lead data storage Review data retention policies for all connected services Configure appropriate data handling in Google Sheets Add privacy policy link to email templates Tips and best practices Fit Scoring: Start with default scoring, then optimize based on actual conversion data Review monthly: which scores convert best? Adjust weights accordingly Consider adding industry filters for vertical-specific targeting Test different thresholds (50, 60, 70) to find optimal balance Lead Response: Keep 10-minute wait time during business hours Consider longer wait for after-hours leads (use schedule trigger) Customize Slack urgency based on fit score (🔥 for 80+, ⚡ for 60-79) Add @mentions in Slack for specific team members based on lead attributes Calendar Management: Use dedicated "Demo" event type in Calendly for consistent detection Ensure event name includes "demo" (case-insensitive) for workflow to find it Set appropriate buffer times between meetings in Calendly settings Review availability regularly to maintain high slot count Error Handling: All critical nodes have onError: continueRegularOutput to prevent workflow stops Monitor execution logs daily for failed enrichments or CRM errors Set up n8n error workflow to alert on consistent failures Keep fallback booking URL updated in case Calendly API fails Performance: Webhook responds immediately (within 2 seconds) even while processing continues Clearbit enrichment can take 3-5 seconds—this is expected Consider batching Google Sheets updates if processing >100 leads/day Monitor n8n resource usage; Code nodes can be memory-intensive Privacy and Compliance: Add unsubscribe link to fallback emails Include data handling disclosure in form Set Google Sheet permissions appropriately (team only) Review Clearbit's data sources for compliance requirements Configure data retention in HubSpot to match your policy Customization Ideas: Add SMS notification for ultra-high fit scores (90+) Integrate with territory routing (route to specific sales rep by region) Add lead source scoring (paid > organic > referral) Create separate tracks for different product lines Build competitor mention detection in form messages Add qualification questions that influence fit score

Decodo Scraper API Workflow Template (n8n Automation Amazon Book Purchase Report) Watch the demo video below: > This workflow demos how to use Decodo Scraper API to crawl any public web page (headless JS, device emulation: mobile/desktop/tablet), extract structured product data from the returned HTML, generate a purchase-ready report, and automatically deliver it as a Google Doc + PDF to Slack/Drive. Who’s it for Creators / Analysts** who need quick product lists (books, gadgets, etc.) with prices/ratings. Ops & Marketing teams** building weekly “top picks” reports. Engineers** validating the Decodo Scraper API + LLM extraction pattern before scaling. How it works / What it does Trigger – Manually run the workflow. Edit Fields (manual) – Provide inputs: targetUrl (e.g., an Amazon category/search/listing page) deviceType (desktop | mobile | tablet) Optional: maxItems, notes, reportTitle, reportOwner Scraper API Request (HTTP Request → POST) Calls Decodo Scraper API with: URL to crawl, headless JS enabled Device emulation (UA + viewport) Optional waitFor / executeJS to ensure late-loading content is captured HTML Response Parser (Code/Function or HTML node) Pulls the HTML string from Decodo response and normalizes it (strip scripts/styles, collapse whitespace). Product Analyzer Agent (LLM + Structured Output Parser) Prompts an LLM to extract structured “book” objects from the HTML: The Structured Output Parser enforces a strict JSON schema and drops malformed items. Build 📚 Book Purchase Report (Code/LLM) Converts the JSON array into a Markdown (or HTML) report with: Executive summary (top picks, average price/rating) Table of items (rank, title, author, price, rating, link) “Recommended to buy” shortlist (rules configurable) Notes / owner / timestamp Configure Google Drive Folder (manual) Choose/create a Drive folder for output artifacts. Create Document File (Google Docs API) Creates a Doc from the generated Markdown/HTML. Convert Document to PDF (Google Drive export) Exports the Doc to PDF. Upload report to Slack Sends the PDF (and/or Doc link) to a chosen Slack channel with a short summary. How to set up 1 Prerequisites n8n** (self-hosted or Cloud) Decodo Scraper API** key OpenAI (or compatible) API key** for the Analyzer Agent Google Drive/Docs** credentials (OAuth2) Slack** Bot/User token (files:write, chat:write) 2 Environment variables (recommended) DECODO_API_KEY OPENAI_API_KEY DRIVE_FOLDER_ID (optional default) SLACK_CHANNEL_ID 3 Nodes configuration (high level) Edit Fields (Set node) Scraper API Request (HTTP Request → POST) HTML Response Parser (Code node) Product Analyzer Agent Build Book Purchase Report (Code/LLM) Create Document File Convert to PDF Upload to Slack Requirements Decodo**: Active API key and endpoint access. Be mindful of concurrency/rate limits. Model**: GPT-4o/4.1-mini or similar for reliable structured extraction. Google**: OAuth client (Docs/Drive scopes). Ensure n8n can write to the target folder. Slack**: Bot token with files:write + chat:write. How to customize the workflow Target site: Change targetUrl to any **public page (category, search, or listing). For other domains (not Amazon), tweak the LLM guidance (e.g., price/label patterns). Device emulation**: Switch deviceType to mobile to fetch mobile-optimized markup (often simpler DOMs). Late-loading pages**: Adjust waitFor.selector or use waitUntil: "networkidle" (if supported) to ensure full content loads. Client-side JS**: Extend executeJS if you need to interact (scroll, click “next”, expand sections). You can also loop over pagination by iterating URLs. Extraction schema**: Add fields (e.g., discount_percent, bestseller_badge, prime_eligible) and update the Structured Output schema accordingly. Filtering rules**: Modify recommendation logic (e.g., min ratings count, price bands, languages). Report branding**: Add logo, cover page, footer with company info; switch to HTML + inline CSS for richer Docs formatting. Destinations**: Besides Slack & Drive, add Email, Notion, Confluence, or a database sink. Scheduling: Add a **Cron trigger for weekly/monthly auto-reports.

Workflow Overview This workflow automates the process of creating and publishing engaging Facebook posts that teach Chinese words to a Thai-speaking audience. It integrates multiple AI models, APIs, and tools to generate content, create visuals, and publish posts seamlessly. Below is a detailed breakdown of the workflow: Who Is This Template For? Social Media Managers: Teams managing Facebook pages and looking for automated, engaging content creation. Content Creators: Professionals who want to streamline the process of generating educational and visually appealing posts. Language Enthusiasts: Individuals or organizations teaching languages (e.g., Chinese) to a Thai-speaking audience. What Problem Does This Workflow Solve? Creating engaging social media content manually can be time-consuming and inconsistent. This workflow solves that by: Automating the generation of educational posts in Thai with Chinese vocabulary. Creating visually appealing images tailored to the post's theme. Publishing posts directly to Facebook using the Pages API. What This Workflow Does Input Handling The workflow starts with an input word (e.g., received via chat or fetched from a Google Sheet). The input is split into two variables (word and input) to ensure data persistence throughout the workflow. Generate Text Content An AI model (OpenRouter Chat Model) generates a structured Facebook post in Thai, including: Engaging hook Core vocabulary (Chinese word, Pinyin, and Thai meaning) Real-world usage examples Pro-tip or fun fact Call-to-action for engagement Relevant hashtags Describe Image Concept Another AI model creates a brief description of the visual theme for the post. This description is used as input for generating an image. Generate Image The workflow uses Recraft.ai to generate an image based on the description. The image is styled consistently using predefined themes (e.g., digital illustration). Publish Post The generated text and image are published to Facebook using the Pages API. The post includes: The educational content as the caption. The generated image as the visual element. Setup Guide Pre-Requisites Access to the following APIs: OpenRouter.ai: For generating text content and image descriptions. Recraft.ai: For generating images. Facebook Graph API: For publishing posts. Step-by-Step Setup Configure Input Source: Replace the chat input node with your preferred source (e.g., Google Sheet, email, or manual input). Set Up OpenRouter.ai: Configure the credentials for OpenRouter.ai in the respective nodes (OpenRouter Chat Model and OpenRouter Chat Model1). Set Up Recraft.ai: Add your API key for Recraft.ai in the Generate Image (Recraft.ai) node. Configure Facebook Graph API: Set up the Facebook Graph API credentials with the required permissions (pages_manage_posts, pages_read_engagement, etc.). Update the page_id and graphApiVersion in the Facebook Graph API node. Test the Workflow: Run the workflow manually to verify that it generates content, creates images, publishes posts, and logs details correctly. How to Customize This Workflow to Your Needs Change Input Source: Replace the chat input with a Google Sheet, email, or database query. Modify Content Style: Adjust the AI prompts to suit your audience (e.g., professional tone, casual language). Use Different Image Styles: Experiment with other styles/themes in Recraft.ai for the generated images. Expand Use Cases: Adapt the workflow to other social media platforms (e.g., Instagram, LinkedIn) by modifying the API calls. Why Use This Template? Efficiency: Automates repetitive tasks like content creation and image generation. Consistency: Ensures posts follow a consistent format and style. Engagement: Creates visually appealing and interactive content to boost audience engagement. Scalability: Easily adaptable for different topics, languages, or platforms. Additional Resources

💥 Viral TikTok Video Machine: Auto-Create Videos with Your AI Avatar 🎯 Who is this for? This workflow is for content creators, marketers, and agencies who want to use Veed.io’s AI avatar technology to produce short, engaging TikTok videos automatically. It’s ideal for creators who want to appear on camera without recording themselves, and for teams managing multiple brands who need to generate videos at scale. ⚙️ What problem this workflow solves Manually creating videos for TikTok can take hours — finding trends, writing scripts, recording, and editing. By combining Veed.io, ElevenLabs, and GPT-4, this workflow transforms a simple Telegram input into a ready-to-post TikTok video featuring your AI avatar powered by Veed.io — speaking naturally with your cloned voice. 🚀 What this workflow does This automation links Veed.io’s video-generation API with multiple AI tools: Analyzes TikTok trends via Perplexity AI Writes a 10-second viral script using GPT-4 Generates your voiceover via ElevenLabs Uses Veed.io (Fabric 1.0 via FAL.ai) to animate your avatar and sync the lips to the voice Creates an engaging caption + hashtags for TikTok virality Publishes the video automatically via Blotato TikTok API Logs all results to Google Sheets for tracking 🧩 Setup Telegram Bot Create your bot via @BotFather Configure it as the trigger for sending your photo and theme Connect Veed.io Create an account on Veed.io Get your FAL.ai API key (Veed Fabric 1.0 model) Use HTTPS image/audio URLs compatible with Veed Fabric Other APIs Add Perplexity, ElevenLabs, and Blotato TikTok keys Connect your Google Sheet for logging results 🛠️ How to customize this workflow Change your Avatar:* Upload a new image through Telegram, and *Veed.io** will generate a new talking version automatically. Modify the Script Style:** Adjust the GPT prompt for tone (educational, funny, storytelling). Adjust Voice Tone:* Tweak *ElevenLabs** stability and similarity settings. Expand Platforms:** Add Instagram, YouTube Shorts, or X (Twitter) posting nodes. Track Performance:** Customize your Google Sheet to measure your most successful Veed.io-based videos. 🧠 Expected Outcome In just a few seconds after sending your photo and theme, this workflow — powered by Veed.io — creates a fully automated TikTok video featuring your AI avatar with natural lip-sync and voice. The result is a continuous stream of viral short videos, made without cameras, editing, or effort. ✅ Import the JSON file in n8n, add your API keys (including Veed.io via FAL.ai), and start generating viral TikTok videos starring your AI avatar today! 🎥 Watch This Tutorial 📄 Documentation: Notion Guide Need help customizing? Contact me for consulting and support : Linkedin / Youtube

This n8n template demonstrates how to create consistent character videos using AI image and video generation. The workflow generates photorealistic videos featuring the same character across different poses, locations, and outfits, maintaining perfect character consistency throughout cinematic transitions. Use cases are many: Create consistent character content for social media, generate cinematic videos for brand campaigns, produce lifestyle content with the same character, automate video content creation for TikTok/Instagram, create character-based storytelling videos, or scale video production with consistent visual identity! Good to know The workflow maintains perfect character consistency across frames using reference images Uses multiple AI services: GPT-4o for prompt generation, Google Nano Banana Edit for image generation, and Veo 3.1 for video creation Features 100 unique locations (beaches, cities, cafes, rooftops, etc.) and 15 different poses KIE.AI pricing: Check current rates for Veo 3.1 and Nano Banana Edit models Processing time: ~5-10 minutes per complete video (depends on AI service queue) Output format: 9:16 aspect ratio videos optimized for TikTok/Instagram Automatically generates social media content (titles, descriptions, hashtags) using GPT-4o Includes AI disclosure labels for TikTok compliance How it works Location & Pose Selection: Randomly selects one location from 100 options and 3 unique poses from 15 options AI Story Creation: GPT-4o generates cinematic prompts for first frame, last frame, and video motion while maintaining character identity from reference images Start Frame Generation: Google Nano Banana Edit creates the first frame image with character in initial pose, location, and outfit End Frame Generation: Nano Banana Edit generates the final frame using start frame as reference, changing only pose/expression while maintaining consistency Video Generation: Veo 3.1 creates smooth cinematic video transition between frames with natural character movement Content Creation: GPT-4o generates engaging title, description, and hashtags for social media Auto-Publishing: Automatically posts to TikTok (with AI disclosure) and Instagram, plus sends previews via Telegram The workflow ensures the same character appears in both frames with identical facial features, hair, skin tone, and overall appearance, while only pose and expression change. The video features dynamic camera movements (arc shots, dolly pushes, crane rises, etc.) for cinematic quality. How to use Setup Credentials: Configure OpenAI API, KIE.AI API, Blotato API, and Telegram Bot credentials Add Reference Images: Update the 5 reference image URLs in the "Create Start Frame" node with your character images Configure Social Media: Set up Blotato accounts for TikTok and Instagram posting Set Telegram Chat ID: Replace YOUR_TELEGRAM_CHAT_ID with your Telegram chat ID for previews Deploy Workflow: Import the template and activate the workflow Trigger Generation: Use the schedule trigger (default: every 6 hours) or replace with manual/webhook trigger Receive Content: Get previews via Telegram and published posts on TikTok & Instagram Pro tip: The workflow uses 5 reference images to maintain character consistency. For best results, use clear, high-quality photos of your character from different angles. The workflow automatically handles character identity preservation across all generated content. Requirements OpenAI API** account for GPT-4o prompt generation and social media content creation KIE.AI API** account for Veo 3.1 video generation and Google Nano Banana Edit image generation Blotato API** account for TikTok and Instagram posting automation Telegram Bot** setup for preview delivery (optional but recommended) n8n** instance (cloud or self-hosted) Reference Images:** 5 high-quality images of your character (URLs or hosted images) Customizing this workflow Character Variations: Modify the reference images to create videos with different characters while maintaining the same workflow structure. Location Customization: Edit the location pool in the "Code in JavaScript" node to add or modify locations (currently 100 options). Pose Library: Expand or customize the pose library in the JavaScript code node (currently 15 poses with detailed guidance). Social Media Platforms: Add more platforms by duplicating the Blotato nodes and configuring additional accounts (YouTube, Facebook, etc.). Content Style: Adjust GPT-4o prompts in "Story Creator Agent" and "Title Description" nodes to change content tone, style, or language. Scheduling: Replace the schedule trigger with webhook, form, or manual trigger based on your needs. Video Settings: Modify Veo 3.1 parameters (aspect ratio, watermark, seeds) in the "Veo 3.1" node for different output formats. Batch Processing: Add loops to generate multiple videos with different location/pose combinations automatically.

Automatically identify ICP matches by enriching basic company records with Sona Enrich data—combining web scraping, AI analysis, and the structured attributes that define your ideal customer. Import company domains from a Google Sheet, automatically analyze their websites with AI, enrich them with firmographic data via Sona Enrich, and sync the results to HubSpot—so you can quickly discover and target your ideal customers. How it works Step 1: Data Input & Web Scraping Reads company domains from your Google Sheet Scrapes each website's content via HTTP requests Extracts and cleans HTML content Removes navigation, footers, and noise Step 2: AI Analysis Sends cleaned content to OpenAI Chat Model Extracts structured company intelligence (industry, positioning, features, personas) Captures and analyzes pricing, pros/cons, and value propositions Aggregates all AI results into standardized format Advanced users: You can modify the data that's generated and then add custom fields to HubSpot Step 3: HubSpot Preparation Creates custom fields in HubSpot CRM Prepares AI-extracted data for import Splits aggregated data into individual company records Ready for batch processing Step 4: Enrich & Sync to HubSpot Loops through each company one by one Enriches with the Sona API (firmographics, revenue, employees, funding, and more) Creates company record in HubSpot Formats and populates all custom fields Combines AI insights + Sona data in one complete profile What you'll get The workflow enriches each company record with: Web-Scraped Intelligence**: Business descriptions, features, and positioning directly from their website AI-Analyzed Insights**: Value propositions, target personas, pricing models, and competitive advantages interpreted by AI Firmographic Data**: Company size, employee count, revenue estimates, headquarters location, and more via Sona Enrich Technographic Data**: Technology stack, platforms, and tools the company uses Industry Classification**: Precise industry categorization and market type (B2B/B2C) Funding & Growth**: Investment rounds, funding status, and growth indicators Custom HubSpot Properties**: All data automatically mapped and synced to your CRM for immediate use Why use this Complete intelligence gathering**: Combines three powerful data sources (web scraping, AI, and Sona enrichment) for maximum insight depth Personalize at scale**: Leverage actual company intelligence to craft relevant, informed outreach that resonates Intelligent segmentation**: Build precise account lists by industry, tech stack, business model, or company size Accelerate research**: Eliminate hours of manual company investigation—save 15-30 minutes per prospect Improve conversion**: Engage prospects with context-rich conversations that demonstrate deep understanding Enhanced lead scoring**: Build sophisticated scoring models with comprehensive firmographic and technographic signals Automated updates**: Keep HubSpot records current with scheduled enrichment runs (daily/weekly) Setup instructions Before you start, you'll need: Google Sheet with company websites (column named "Website Domain") OpenAI API key for AI analysis (sign up here) Sona API credentials (get access here) Get an app token from HubSpot by creating a legacy app: Go to HubSpot Settings > Integrations > Legacy Apps Click Create Legacy App Select Private (for one account) In the scopes section, enable the following permissions: crm.schemas.companies.write crm.objects.companies.write crm.schemas.companies.read Click Create Copy the access token from the Auth tab n8n cloud or self-hosted instance Configuration steps: Prepare your data: Create a Google Sheet with a "Website Domain" column and add 2-3 test companies (e.g., example.com) Connect Google Sheets: In the "Get row(s) in sheet" node, authenticate and select your spreadsheet and sheet name Configure web scraping: Update the HTTP Request node with your preferred scraping method or data source URL Set up AI Agent: Add your OpenAI API key and customize the extraction prompt to define which company fields you want (industry, personas, features, etc.) Create HubSpot custom fields: Review the "Create Custom HubSpot Fields" node and adjust property names to match your CRM structure Add Sona credentials: In the "Sona Enrich" node within the loop, authenticate with your Sona API key Connect HubSpot: Authenticate in both "Create a Company" nodes using your HubSpot API key or OAuth2 Map enriched data: In the "Format Custom Properties" node, configure how Sona and AI data maps to your HubSpot fields Test with sample data: Run the workflow with 2-3 test companies and verify records appear correctly in HubSpot with all custom properties populated Add error handling: Configure notifications for failed enrichments or API errors (optional but recommended) Scale and automate: Process your full company list, then optionally add a Schedule Trigger for automatic daily or weekly enrichment

💼 Lead Outreach Agent This AI workflow helps you quickly react to new leads with an initial personalized outreach. A great start of your lead nurturing sequence to avoid loosing precious leads that could turn into paying customers. Most importantly it uses gotoHuman so you can review the AI-analysis and the AI-generated editable email draft before it is sent out in your name. How it works We receive a new form submission incl. the email address and company name of the prospect and extract the website URL from the address. We proceed only for company email addresses. We scrape the website using Firecrawl and summarize it with OpenAI Our AI agent runs an analysis based on the lead information and documents describing our own company and the defined Ideal Customer Profiles. It also fetches previously approved examples from gotoHuman so you're effectively creating a self-learning agent. It responds with the analysis and the drafted outreach email. Human Approval in gotoHuman. Allows editing the drafted email. We can now send our email including any edits made during the review and be sure that we are using high-quality content instead of AI slop. How to set up Most importantly, install the gotoHuman node before importing this template! (Just add the node to a blank canvas before importing) Set up your credentials for the different services In gotoHuman, select and create the pre-built review template "Lead Outreach Agent" or import the ID: T873fI1Xli5nt3eh33Rj Select this template in the gotoHuman node Requirements You need accounts for gotoHuman (Human Supervision) OpenAI (AI Agent) Typeform (Lead Form Submissions) Firecrawl (Website Scraping) Gmail Google Docs (Company Wiki) How to customize Replace the Typeform trigger with any other way you might receive or find new leads Provide the AI Sales Agent with more context to properly analyze the lead and create better personalized emails. Consider adding tools that allow the agent to fetch more infos about the prospect's company or personal profile, or to find out more about your specific product/service offerings and how your sales pitches look like.