Automated Prospect Research & Report Generation Workflow

This n8n workflow streamlines the process of researching prospects after a booking is made, automatically creating comprehensive reports to prepare sales or consulting teams. When a new call is booked through Cal.com, the system retrieves the prospect’s LinkedIn profile, automates data scraping, and conducts web research using Perplexity. It then synthesizes the data into a formatted HTML report, including personal profiles, company insights, recent social media posts, and citations, which is then emailed to the team for review. This workflow is highly practical for sales, business development, or consulting teams aiming to personalize outreach and maximize meeting preparation efficiency.