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.comemail 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
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