Lead Research Report Emails

About

Overview This workflow auto-generates a personalized research report on any prospect who books a call with you—using their LinkedIn profile and advanced web research. When a call is booked in your calendar, the system looks up the lead’s LinkedIn URL from a Google Sheets database. That profile is then scraped using Relevance AI to extract posts, experiences, and education. It also runs a deep-dive query on the person using Perplexity to uncover relevant news, insights, and context. This structu