Automated Lead Discovery and Insight Generation Workflow
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Streamline your sales process by automating the discovery of high-quality leads and generating actionable insights. This workflow identifies promising opportunities from relevant online discussions, summarizes them with AI, and organizes findings directly into Google Sheets.
About This Workflow
This n8n workflow is designed to empower sales professionals by automating the often tedious process of lead discovery and initial analysis. It begins by searching for relevant discussions within a specified online community (e.g., Reddit's r/Entrepreneur) using keywords like 'how do I find leads.' Posts are then filtered based on engagement (upvotes), content presence, and recency. Crucially, it leverages AI through a Langchain summarization node to distill key information from promising leads. Finally, it extracts essential data points, generates concise executive summaries, and neatly organizes all findings into a designated Google Sheet for easy access and further action.
Key Features
- Automated Lead Sourcing: Automatically discovers potential leads from online communities based on keywords and community engagement.
- AI-Powered Summarization: Utilizes advanced AI to generate concise summaries of complex discussions and opportunities.
- Intelligent Filtering: Filters content based on upvotes, post content, and recency to prioritize valuable leads.
- Data Organization: Seamlessly exports analyzed lead data and insights into Google Sheets for efficient management.
How To Use
- Trigger Workflow: Initiate the workflow manually by clicking the 'Test workflow' button.
- Get Posts: Configure the Reddit node to search for specific keywords (e.g., 'how do I find leads') in your desired subreddit (e.g., 'Entrepreneur') and sort by 'hot'.
- Filter Posts by Features: Set up the first 'IF' node to filter posts based on a minimum number of upvotes, the presence of a self-text, and a recency requirement (e.g., within the last 180 days).
- Select Key Fields: Use the 'Set' node to extract and rename essential data from the filtered posts (upvotes, subscribers, content, URL, date).
- Filter Posts by Content: Configure the second 'IF' node to further filter based on specific content markers or generated outputs (e.g., if the AI analysis deems it a lead).
- Post Summarization: Connect the filtered posts to the 'Chain Summarization' node to generate AI-powered summaries.
- Merge Inputs: Use the 'Merge' nodes to combine the data from different stages of the workflow.
- Output Results: Configure the Google Sheets node to append the summarized insights and key lead information to your 'Find-Leads' spreadsheet.
Apps Used
Workflow JSON
{
"id": "50679a9e-b05d-4cc2-9597-124c7c668d48",
"name": "Automated Lead Discovery and Insight Generation Workflow",
"nodes": 29,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 50679a9e-b05d...
About the Author
SaaS_Connector
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Connecting CRM, Notion, and Slack to automate your life.
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