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Generate sales research briefs from Google Sheets with Claude and Slack

by Oneclick AI Squadadapted from n8n official workflow galleryUpdated Aug 2026
RequiresAAI AgentAnthropic Chat ModelCCodeHTTP RequestHTTP Request
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ScSchedule Trigger - Poll Prospect QueueSchedule Trigge…HRFetch New ProspectsFetch New Prosp…CoJS - Parse Prospect RowsJS - Parse Pros…SOSplit Out - ProspectsSplit Out - Pro…HRHTTP Request - Company Website & News SearchHTTP Request - …CoJS - Extract Company & News SignalsJS - Extract Co…HRHTTP Request - Funding & Technology DataHTTP Request - …CoJS - Extract Funding & Tech SignalsJS - Extract Fu…HRHTTP Request - Decision Makers LookupHTTP Request - …CoJS - Extract Decision Maker SignalsJS - Extract De…MeMerge - Combine News & Funding DataMerge - Combine…MeMerge - Combine All Research SignalsMerge - Combine…CoJS - Compile Research Profile & Priority ScoreJS - Compile Re…FiFilter - Sufficient Data For BriefFilter - Suffic…WaWait - API Rate LimitWait - API Rate…AgAI - Generate Sales Research BriefAI - Generate S…Anthropic - Sales Brief ModelAnthropic - Sal…CoJS - Parse Sales Brief OutputJS - Parse Sale…CoJS - Format Sales Brief RecordJS - Format Sal…HRSave Sales Brief to Google SheetsSave Sales Brie…HRUpdate Prospect Status to ResearchedUpdate Prospect…HRSend Slack Notification to Sales RepSend Slack Noti…1234567891011121314151617181920212223
1/5
STEPS · 23
Runs on a schedule

Quick overview This workflow polls a Google Sheets prospect queue, researches each new company via SerpAPI and enrichment/contact APIs, then uses Anthropic Claude to generate a structured sales brief and outreach draft, logs the result back to Google Sheets, marks the prospect as researched, and notifies a sales rep in Slack. How it works Runs every 15 minutes and reads rows from the Prospects tab in Google Sheets. Filters for prospects with Status set to "New" and processes each prospect as an individual item. Researches each prospect in parallel by pulling recent news via SerpAPI, company funding/technology data via a company enrichment API, and decision-maker contacts via a people data API. Combines the research signals into one profile per prospect and calculates a priority score and a research completeness score. Skips prospects with insufficient data and sends the rest to Anthropic Claude to generate a JSON sales brief and first-touch outreach message. Appends the brief to the SalesBriefs tab in Google Sheets, updates the original prospect’s Status to "Researched", and posts a summary plus the draft message to Slack via an incoming webhook.

Tags

n8nreference-onlyagentlm-chat-anthropic
Connects
AAI AgentAnthropic Chat ModelCCodeWHTTP Request
CategoryAI Automation
Triggermanual
Complexityadvanced
Nodes22
AddedJul 14, 2026

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