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Automate Lead Enrichment with Web Scraping, GPT-4o, Airtable and Slack Notifications

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Created by: Harvex AI || harvexai

Harvex AI

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Last update 11 hours ago

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AI Lead Enrichment & Notification System

This n8n template automates the lead enrichment process for your business. Once a lead fills out a form, the workflow scrapes their website, provides a summary of their business, and logs everything into a CRM before notifying your team on Slack.

Some use cases: "Speed-to-Lead" optimization, lead enrichment, automated prospect research.

How it works

  1. Ingestion: A lead submits their details (Name, Email, Website) via a form.
  2. Intelligent scraping: The workflow scrapes the provided URL.
  3. AI Analysis: OpenAI's model (GPT-4o) analyzes the extracted data and determines whether there is enough info or if the workflow needs to scrape the "About Us" page.
  4. CRM Sync: The CRM (Airtable) is updated with the enriched data.
  5. Notification: An instant Slack notification is sent to the team channel.

How to use the workflow

  1. Configure the form: Open the trigger form and input the required fields.
  2. Setup OpenAI: Ensure that your credentials are connected.
  3. Database mapping: Ensure your Airtable base has the following columns: Name, Website, AI Insight, Email, and Date.
  4. Slack setup: Specify the desired Slack channel for notifications.
  5. Test it out! Open the form, enter sample data (with a real website), and watch the system enrich the lead for you.

Requirements

  • OpenAI API Key (For analyzing website content and generating summaries)
  • Airtable (For CRM and logging)
  • Slack (For team notifications)