Automated lead research – from LinkedIn to ready-to-send report

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

AI Prospect Researcher – Automated Lead Intelligence Workflow This workflow is built for professionals and teams who want to scale their B2B outreach with context rich, personalized communication. ...

Best for

Lead Generation automation workflows
Multimodal AI automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.manualtrigger, n8n-nodes-base.splitinbatches, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.chainllm, n8n-nodes-base.wait, n8n-nodes-base.merge, n8n-nodes-base.if, @n8n/n8n-nodes-langchain.outputparserstructured

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by LukaszB.

Original n8n.io source

1.1 Workflow description

Title: Automated lead research – from LinkedIn to ready-to-send report
Workflow name: Automated lead research – from LinkedIn to ready-to-send report

AI Prospect Researcher – Automated Lead Intelligence Workflow

This workflow is built for professionals and teams who want to scale their B2B outreach with context-rich, personalized communication. It automates the full prospect research process — from pulling lead data and scraping LinkedIn profiles, to gathering real-time company insights and generating high-quality outreach reports with GPT-4.

Using a combination of Apify, Perplexity AI, and OpenAI, this system creates a structured Google Doc for each lead, along with a logged summary in Google Sheets. Whether you’re preparing for sales calls, writing cold emails, or enriching your CRM — this tool delivers ready-to-use intelligence in minutes, without manual research.

The process is modular, production-ready, and suitable for agencies, SDR teams, or founders managing outbound on their own.

How it works

Once triggered, the workflow takes in a list of leads from Google Sheets. For each lead, it uses Apify to scrape both the LinkedIn profile and company page (no login or cookies required). Then, Perplexity AI fetches contextual insights and competitor data. GPT-4 validates the research and synthesizes a structured summary of the individual and their company. Finally, a complete outreach report is generated and saved in Google Docs, while key data is logged in Sheets for tracking or follow-up automation.

This is a powerful, production-grade automation for anyone serious about personalizing outreach without spending hours per lead.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - When clicking ‘Test workflow’

Type / Role: n8n-nodes-base.manualTrigger - manualTrigger
Config choices: Version 1

Block 2 - Loop Over Items

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 3 - OpenAI Chat Model2

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 4 - check perplexity research

Type / Role: @n8n/n8n-nodes-langchain.chainLlm - chainLlm
Config choices: Version 1.6

Block 5 - Wait

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 6 - Wait1

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 7 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 8 - If

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 9 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 10 - Structured Output Parser

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.2

Block 11 - Analyst of prospect

Type / Role: @n8n/n8n-nodes-langchain.chainLlm - chainLlm
Config choices: Version 1.6

Block 12 - OpenAI Chat Model1

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.2

Block 13 - Generate Report

Type / Role: @n8n/n8n-nodes-langchain.chainLlm - chainLlm
Config choices: Version 1.6

Block 14 - Get All Data

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

Block 15 - Set Data

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 16 - Personal LinkedIn Account POST

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 17 - Personal LinkedIn Account GET

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 18 - Company LinkedIn Account POST

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 19 - Company LinkedIn Account GET

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 20 - Set Results Personal

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 21 - Set Results Company

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 22 - Perplexity Search

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 23 - Set if TRUE

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 24 - Set if WRONG

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Showing the first 24 of 36 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Automated lead research – from LinkedIn to ready-to-send report
Complexity	advanced
Nodes	36
Categories	Lead Generation, Multimodal AI
Author	LukaszB
Published	18 May 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/4191/4191.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows Multimodal AI workflows

Frequently asked questions

What does Automated lead research – from LinkedIn to ready-to-send report do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, Multimodal AI use case.

LukaszB

23 workflows

Nodes

n8n-nodes-base.manualtrigger n8n-nodes-base.splitinbatches @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.chainllm n8n-nodes-base.wait n8n-nodes-base.merge n8n-nodes-base.if @n8n/n8n-nodes-langchain.outputparserstructured

Complexity

advanced

Published 18 May 2025

Likes 0

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Install path: /data/workflows/4191/4191.json

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Automated lead research – from LinkedIn to ready-to-send report

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

AI Prospect Researcher – Automated Lead Intelligence Workflow

How it works

This is a powerful, production-grade automation for anyone serious about personalizing outreach without spending hours per lead.

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - When clicking ‘Test workflow’

Block 2 - Loop Over Items

Block 3 - OpenAI Chat Model2

Block 4 - check perplexity research

Block 5 - Wait

Block 6 - Wait1

Block 7 - Merge

Block 8 - If

Block 9 - OpenAI Chat Model

Block 10 - Structured Output Parser

Block 11 - Analyst of prospect

Block 12 - OpenAI Chat Model1

Block 13 - Generate Report

Block 14 - Get All Data

Block 15 - Set Data

Block 16 - Personal LinkedIn Account POST

Block 17 - Personal LinkedIn Account GET

Block 18 - Company LinkedIn Account POST

Block 19 - Company LinkedIn Account GET

Block 20 - Set Results Personal

Block 21 - Set Results Company

Block 22 - Perplexity Search

Block 23 - Set if TRUE

Block 24 - Set if WRONG

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions