Sales & leads

Pre-call research report when a prospect books

Verified against sourcen8nIntermediate

Summary: Pre-call research report when a prospect books is an AI-agent recipe for small businesses in the Sales & leads category. Problem it solves: Walking into sales calls cold. Built with n8n; difficulty: Intermediate. Cost: Template: $0 on n8n.io. Running n8n and the connected APIs costs extra (not priced here). Verified against its primary source on 2026-10-16.

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Problem it solves: Walking into sales calls cold
What it does: On a new booking, looks up the lead's LinkedIn URL in Sheets, scrapes the profile via Relevance AI, researches with Perplexity, and emails an HTML report with pain points and ideas
Who it's for: Consultants, agencies, B2B SMB
Agent / tools: n8n + calendar + Google Sheets + Relevance AI + Perplexity + LLM
Inputs: Calendar booking; lead sheet with LinkedIn URLs
Outputs: Emailed research report
Prerequisites: n8n, Relevance AI, Perplexity, LLM
Difficulty: Intermediate
Cost (as stated by the source): Template: $0 on n8n.io. Running n8n and the connected APIs costs extra (not priced here).
Warnings: Relies on LinkedIn scraping via a third party: check LinkedIn's terms
Primary sources: https://n8n.io/workflows/6535

Using only the sources above, give me step-by-step setup instructions, list the accounts and API keys I need, and point out the warnings I should handle before going live. Ask me about my business details before assuming anything.

What it does

On a new booking, looks up the lead's LinkedIn URL in Sheets, scrapes the profile via Relevance AI, researches with Perplexity, and emails an HTML report with pain points and ideas

Warnings & notes

Warnings & notes: Relies on LinkedIn scraping via a third party: check LinkedIn's terms

Details

Problem it solves: Walking into sales calls cold
Who it's for: Consultants, agencies, B2B SMB
Agent / tools: n8n + calendar + Google Sheets + Relevance AI + Perplexity + LLM
Inputs: Calendar booking; lead sheet with LinkedIn URLs
Outputs: Emailed research report
You'll need: n8n, Relevance AI, Perplexity, LLM
Difficulty: Intermediate
Cost: Template: $0 on n8n.io. Running n8n and the connected APIs costs extra (not priced here).
Only costs stated publicly by the source are shown. Running the tools usually has its own costs.
Date checked: 2026-10-16
Review status: Verified against source

Primary sources

https://n8n.io/workflows/6535

Summary written by Pymzo from the source. We are not affiliated with the author or tools unless labeled.