Lead Research Report Emails
VerifiedGenerates AI research reports from Google Sheets data and emails them via Gmail.
What this workflow does
This workflow retrieves prospect information from Google Sheets, runs research queries with Perplexity, processes data with OpenAI, and formats outputs as HTML before emailing via Gmail.
It supports sales teams and consultants who need automated, personalized lead research delivered directly to their inbox.
Who is this for?
Founders, SDRs/BDRs, agencies, and consultants running high-touch B2B or enterprise sales calls who need fast personalized prospect research.
What problem it solves
Manual prospect research before calls is slow and inconsistent, leaving reps underprepared with incomplete context on leads.
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What it automates
SDR back-to-back meetings
Receive a formatted HTML report in your inbox minutes after booking, pulling LinkedIn data and Perplexity insights for quick prep.
Founder enterprise sales
Get AI-generated company profiles, recent news, and suggested pain points from Google Sheets lookup plus OpenAI analysis before high-stakes calls.
Agency discovery calls
Automate deep research on prospects using Perplexity queries and Gmail delivery so consultants arrive with tailored solution ideas.
How the workflow works
The 7 nodes in this automation, in order.
- 1Google SheetsgoogleSheets
- 2HTTP RequesthttpRequest
- 3Gmailgmail
- 4Codecode
- 5HTMLhtml
- 6OpenAI@n8n/n8n-nodes-langchain.openAi
- 7Perplexityperplexity
Apps & integrations used
How to set up Lead Research Report Emails
- 1Connect Google Sheets node and map columns for LinkedIn URLs and contact fields.
- 2Add HTTP Request node configured for Perplexity API to run prospect research queries.
- 3Route results into OpenAI node to generate profile summary, pain points, and solutions.
- 4Use HTML node to assemble the formatted report from AI output and scraped data.
- 5Connect Gmail node to send the final HTML report to your inbox on workflow completion.
How to customize this workflow
- →Swap OpenAI for another LLM provider in the generation step.
- →Change trigger to any webhook or form node instead of calendar booking.
- →Add a Google Sheets append step to log every generated report.
- →Adjust Perplexity query parameters or add extra HTTP Request calls for more sources.
Lead Research Report Emails: pros & cons
Pros
- +Combines structured Sheets data with live web research
- +Delivers ready-to-read HTML reports via email
- +Uses Perplexity and OpenAI for deeper context than basic lookups
- +Intermediate-friendly with clear node flow
Cons
- –Needs up-to-date LinkedIn URLs stored in Sheets
- –Incurs API costs from OpenAI and Perplexity
- –HTML output may require tweaks for mobile readability
Frequently asked questions
It automatically creates and emails a personalized research report on any prospect who books a call, using Google Sheets, Perplexity, and OpenAI.
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