Say Goodbye to Manual Prospect Research!
Say Goodbye to Manual Prospect Research! Imagine walking into every discovery call fully prepared with company background, recent news, and perfectly tailored questions, without spending a single minute prepping. This AI-powered workflow connects to your Google Calendar, looks for upcoming discovery calls, sends an AI out to do deep web research on your prospects, and drops a neat briefing right into Slack and Google Drive. By fully automating the research phase, you get over 45 minutes of your life back per call. Why You'll Love This Workflow Get your time back:** Cuts prep time from 45 minutes to zero. Save money:** No need to pay for pricey sales intelligence tools or hire virtual assistants just to google companies. Zero duplicates:** It’s smart enough to remember which calls it’s already prepped for, so you won't get annoyed by duplicate alerts. Built to scale:** Whether you have 1 call tomorrow or 20, the prep quality stays exactly the same. Who Is This For? Sales Reps (AEs & SDRs):** Nail those high-stakes discovery calls with automated background checks and news updates. Founders & Consultants:** Spot pain points and company growth signals before you even say "hello" to position your services better. Agency Ops Teams:** Standardize how your team preps and automatically organize all client data neatly into Google Drive folders. How The Magic Happens The Kickoff: Every day at 4:00 PM, the automation wakes up to prep for tomorrow's meetings. Finding the Meetings: It grabs all your upcoming events from Google Calendar. Filtering: It specifically looks for keywords (like "discovery" or "call") and ignores any meetings it has already researched for you. The AI Researcher: An AI agent uses Firecrawl to scour the web, read the company’s website, and dig up recent news, leadership changes, and funding info. Filing It Away: The workflow creates a dedicated client folder in Google Drive (or finds the existing one) and saves a structured research doc. The Ping: You get a handy summary in your #ops Slack channel with the brief and a direct link to the Drive folder. What You Need to Get Started n8n instance (The engine that runs the automation) Google Calendar (To find your meetings) OpenAI API (The brain doing the research) Firecrawl API (For reading websites) Google Drive (For saving the docs) Slack (For sending you alerts) Easy Setup Steps Import the JSON file to your n8n instance. Connect your accounts: Log into your Google, OpenAI, Firecrawl, and Slack accounts so the workflow has permission to do its job. Tell it where to put things: In the Search Client Folder node, pick your main "CLIENTS" Drive folder. In the Notify Ops Channel node, pick the Slack channel you want the alerts to go to. Tweak the keywords: If you call your meetings something specific (like "Intro" or "Demo"), update the keywords in the Extract Call Details node. Give it a test run: Trigger the workflow manually to make sure it catches a test event and generates a brief! Make It Your Own The Basics: Change the trigger words to match how you name your meetings. Adjust the timer! If you'd rather have the briefs run at 6:00 AM instead of 4:00 PM, just change the schedule node. Take It to the Next Level: LinkedIn Sync:** Add a tool like Proxycurl to pull the prospect's actual LinkedIn profile. CRM Integration:** Have it drop the notes directly into Salesforce or HubSpot instead of just Google Drive. Email Delivery:** Set it up to email the brief to you 15 minutes before the meeting starts. Quick Troubleshooting Not finding any events?** Make sure your calendar invites actually have the trigger words in the title. Research coming up blank?** If the prospect used a personal @gmail.com email to book, the AI won't be able to scan a company website. Getting duplicates?** If you restart or move your n8n instance, it might "forget" what it already researched. Created by: Khairul Muhtadin | Khaisa Studio Category: Sales & CRM | Tags: AI Agent, Google Workspace, Slack, Research, Automation Need custom workflows? Contact us Connect with the creator: Portfolio • Store • LinkedIn • Medium • Threads. An n8n automation workflow template by Khairul Muhtadin.
Khairul Muhtadin
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