Research Agent - Automated Sales Meeting Intelligence
Research Agent - Automated Sales Meeting Intelligence This n8n workflow automatically prepares comprehensive sales research briefs every morning for your upcoming meetings by analyzing both the companies you're meeting with and the individual attendees. The workflow connects to your calendar, identifies external meetings, enriches companies and contacts with deep intelligence from Explorium, and delivers personalized research reports—giving your sales team everything they need for informed, confident conversations. DEMO Template Demo Credentials Required To use this workflow, set up the following credentials in your n8n environment: Google Calendar (or Outlook) Type:** OAuth2 Used for:** Reading daily meeting schedules and identifying external attendees Alternative: Microsoft Outlook Calendar Get credentials at Google Cloud Console Explorium API Type:** Generic Header Auth Header:** Authorization Value:** Bearer YOUR_API_KEY Used for:** Business/prospect matching, firmographic enrichment, professional profiles, LinkedIn posts, website changes, competitive intelligence Get your API key at Explorium Dashboard Explorium MCP Type:** HTTP Header Auth Used for:** Real-time company intelligence and supplemental research for AI agents Connect to: https://mcp.explorium.ai/mcp Anthropic API Type:** API Key Used for:** AI-powered company and attendee research analysis Get your API key at Anthropic Console Slack (or preferred output) Type:** OAuth2 Used for:** Delivering research briefs Alternative options: Google Docs, Email, Microsoft Teams, CRM updates Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow. Workflow Overview Node 1: Schedule Trigger Automatically runs the workflow on a recurring schedule. Type:** Schedule Trigger Default:** Every morning before business hours Customizable:** Set to any interval (hourly, daily, weekly) or specific times Alternative Trigger Options: Manual Trigger:** On-demand execution Webhook:** Triggered by calendar events or CRM updates Node 2: Get many events Retrieves meetings from your connected calendar. Calendar Source:** Google Calendar (or Outlook) Authentication:** OAuth2 Time Range:** Current day + 18 hours (configurable via timeMax) Returns:** All calendar events with attendee information, meeting titles, times, and descriptions Node 3: Filter for External Meetings Identifies meetings with external participants and filters out internal-only meetings. Filtering Logic: Extracts attendee email domains Excludes your company domain (e.g., 'explorium.ai') Excludes calendar system addresses (e.g., 'resource.calendar.google.com') Only passes events with at least one external attendee Important Setup Note: Replace 'explorium.ai' in the code node with your company domain to properly filter internal meetings. Output: Events with external participants only external_attendees: Array of external contact emails company_domains: Unique list of external company domains per meeting external_attendee_count: Number of external participants Company Research Pipeline Node 4: Loop Over Items Iterates through each meeting with external attendees for company research. Node 5: Extract External Company Domains Creates a deduplicated list of all external company domains from the current meeting. Node 6: Explorium API: Match Business Matches company domains to Explorium's business entity database. Method:** POST Endpoint:** /v1/businesses/match Authentication:** Header Auth (Bearer token) Returns: business_id: Unique Explorium identifier matched_businesses: Array of matches with confidence scores Company name and basic info Node 7: If Validates that a business match was found before proceeding to enrichment. Condition:** business_id is not empty If True:** Proceed to parallel enrichment nodes If False:** Skip to next company in loop Nodes 8-9: Parallel Company Enrichment Node 8: Explorium API: Business Enrich Endpoints:** /v1/businesses/firmographics/enrich, /v1/businesses/technographics/enrich Enrichment Types:** firmographics, technographics Returns:** Company name, description, website, industry, employees, revenue, headquarters location, ticker symbol, LinkedIn profile, logo, full tech stack, nested tech stack by category, BI & analytics tools, sales tools, marketing tools Node 9: Explorium API: Fetch Business Events Endpoint:** /v1/businesses/events/fetch Event Types:** New funding rounds, new investments, mergers & acquisitions, new products, new partnerships Date Range:** September 1, 2025 - November 4, 2025 Returns:** Recent business milestones and financial events Node 10: Merge Combines enrichment responses and events data into a single data object. Node 11: Cleans Merge Data Output Transforms merged enrichment data into a structured format for AI analysis. Node 12: Company Research Agent AI agent (Claude Sonnet 4) that analyzes company data to generate actionable sales intelligence. Input: Structured company profile with all enrichment data Analysis Focus: Company overview and business context Recent website changes and strategic shifts Tech stack and product focus areas Potential pain points and challenges How Explorium's capabilities align with their needs Timely conversation starters based on recent activity Connected to Explorium MCP: Can pull additional real-time intelligence if needed to create more detailed analysis Node 13: Create Company Research Output Formats the AI analysis into a readable, shareable research brief. Attendee Research Pipeline Node 14: Create List of All External Attendees Compiles all unique external attendee emails across all meetings. Node 15: Loop Over Items2 Iterates through each external attendee for individual enrichment. Node 16: Extract External Company Domains1 Extracts the company domain from each attendee's email. Node 17: Explorium API: Match Business1 Matches the attendee's company domain to get business_id for prospect matching. Method:** POST Endpoint:** /v1/businesses/match Purpose:** Link attendee to their company Node 18: Explorium API: Match Prospect Matches attendee email to Explorium's professional profile database. Method:** POST Endpoint:** /v1/prospects/match Authentication:** Header Auth (Bearer token) Returns: prospect_id: Unique professional profile identifier Node 19: If1 Validates that a prospect match was found. Condition:** prospect_id is not empty If True:** Proceed to prospect enrichment If False:** Skip to next attendee Node 20: Explorium API: Prospect Enrich Enriches matched prospect using multiple Explorium endpoints. Enrichment Types:** contacts, profiles, linkedin_posts Endpoints:** /v1/prospects/contacts/enrich, /v1/prospects/profiles/enrich, /v1/prospects/linkedin_posts/enrich Returns: Contacts:** Professional email, email status, all emails, mobile phone, all phone numbers Profiles:** Full professional history, current role, skills, education, company information, experience timeline, job titles and seniority LinkedIn Posts:** Recent LinkedIn activity, post content, engagement metrics, professional interests and thought leadership Node 21: Cleans Enrichment Outputs Structures prospect data for AI analysis. Node 22: Attendee Research Agent AI agent (Claude Sonnet 4) that analyzes prospect data to generate personalized conversation intelligence. Input: Structured professional profile with activity data Analysis Focus: Career background and progression Current role and responsibilities Recent LinkedIn activity themes and interests Potential pain points in their role Relevant Explorium capabilities for their needs Personal connection points (education, interests, previous companies) Opening conversation starters Connected to Explorium MCP: Can gather additional company or market context if needed Node 23: Create Attendee Research Output Formats attendee analysis into a readable brief with clear sections. Node 24: Merge2 Combines company research output with attendee information for final assembly. Node 25: Loop Over Items1 Manages the final loop that combines company and attendee research for output. Node 26: Send a message (Slack) Delivers combined research briefs to specified Slack channel or user. Alternative Output Options: Google Docs:** Create formatted document per meeting Email:** Send to meeting organizer or sales rep Microsoft Teams:** Post to channels or DMs CRM:** Update opportunity/account records with research PDF:** Generate downloadable research reports Workflow Flow Summary Schedule: Workflow runs automatically every morning Fetch Calendar: Pull today's meetings from Google Calendar/Outlook Filter: Identify meetings with external attendees only Extract Companies: Get unique company domains from external attendees Extract Attendees: Compile list of all external contacts Company Research Path: Match Companies: Identify businesses in Explorium database Enrich (Parallel): Pull firmographics, website changes, competitive landscape, events, and challenges Merge & Clean: Combine and structure company data AI Analysis: Generate company research brief with insights and talking points Format: Create readable company research output Attendee Research Path: Match Prospects: Link attendees to professional profiles Enrich (Parallel): Pull profiles, job changes, and LinkedIn activity Merge & Clean: Combine and structure prospect data AI Analysis: Generate attendee research with background and approach Format: Create readable attendee research output Delivery: Combine: Merge company and attendee research for each meeting Send: Deliver complete research briefs to Slack/preferred platform This workflow eliminates manual pre-meeting research by automatically preparing comprehensive intelligence on both companies and individuals—giving sales teams the context and confidence they need for every conversation. Customization Options Calendar Integration Works with multiple calendar platforms: Google Calendar:** Full OAuth2 integration Microsoft Outlook:** Calendar API support CalDAV:** Generic calendar protocol support Trigger Flexibility Adjust when research runs: Morning Routine:** Default daily at 7 AM On-Demand:** Manual trigger for specific meetings Continuous:** Hourly checks for new meetings Enrichment Depth Add or remove enrichment endpoints: Company:** Technographics, funding history, news mentions, hiring signals Prospects:** Contact information, social profiles, company changes Customizable:** Select only needed data to optimize speed and costs Research Scope Configure what gets researched: All External Meetings:** Default behavior Filtered by Keywords:** Only meetings with specific titles By Attendee Count:** Only meetings with X+ external attendees By Calendar:** Specific calendars only Output Destinations Deliver research to your preferred platform: Messaging:** Slack, Microsoft Teams, Discord Documents:** Google Docs, Notion, Confluence Email:** Gmail, Outlook, custom SMTP CRM:** Salesforce, HubSpot (update account notes) Project Management:** Asana, Monday.com, ClickUp AI Model Options Swap AI providers based on needs: Default: Anthropic Claude (Sonnet 4) Alternatives: OpenAI GPT-4, Google Gemini Setup Notes Domain Configuration: Replace 'explorium.ai' in the Filter for External Meetings code node with your company domain Calendar Connection: Ensure OAuth2 credentials have calendar read permissions Explorium Credentials: Both API key and MCP credentials must be configured Output Timing: Schedule trigger should run with enough lead time before first meetings Rate Limits: Adjust loop batch sizes if hitting API rate limits during enrichment Slack Configuration: Select destination channel or user for research delivery Data Privacy: Research is based on publicly available professional information and company data This workflow acts as your automated sales researcher, preparing detailed intelligence reports every morning so your team walks into every meeting informed, prepared, and ready to have meaningful conversations that drive business forward. An n8n automation workflow template by explorium.
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