n8n Workflow: Search LinkedIn Companies, AI Score, and Add to Google Sheet CRM

This n8n workflow automates the process of finding company information, scoring it using AI, and then adding the details to a Google Sheet CRM. It's designed to streamline lead generation and qualification by combining web scraping, artificial intelligence, and CRM management.

What it does

This workflow performs the following steps:

1. Manual Trigger: Starts the workflow manually, allowing for on-demand execution.
2. HTTP Request (Search LinkedIn): Sends an HTTP request to an external service (likely a LinkedIn search API or scraper) to retrieve company information based on predefined criteria.
3. Loop Over Items: Processes each company found in batches to manage API rate limits and ensure efficient processing.
4. Wait: Introduces a delay between processing batches to avoid overwhelming APIs and to respect rate limits.
5. Edit Fields (Prepare for AI): Transforms and prepares the extracted company data into a suitable format for the AI model.
6. OpenAI (Score Company): Utilizes the OpenAI API to analyze the company data and generate a score or evaluation based on a defined prompt. This could be for lead qualification, relevance, etc.
7. If (Check AI Score): Evaluates the AI-generated score.
   • If the score meets a certain condition (e.g., above a threshold), the company proceeds to be added to the CRM.
   • If the score does not meet the condition, the company information is discarded or routed to a different path (not explicitly shown in this JSON, but implied by the If node's branching).
8. Split Out (Prepare for Google Sheets): Restructures the data into individual items, preparing it for insertion into Google Sheets.
9. Google Sheets (Add to CRM): Appends the qualified company's data (including the AI score) as a new row in a specified Google Sheet, acting as a simple CRM.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance (cloud or self-hosted).
• Google Sheets Account: Access to a Google Sheets document to use as your CRM. You will need to configure Google Sheets credentials in n8n.
• OpenAI API Key: An API key for OpenAI to utilize its AI models for scoring. You will need to configure OpenAI credentials in n8n.
• External LinkedIn Search/Scraping Service: An API endpoint or service that can search and retrieve company information from LinkedIn. The specific configuration for this HTTP Request node will depend on the service you use.

Setup/Usage

1. Import the Workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Google Sheets: Set up your Google Sheets credentials (OAuth2 or Service Account) in n8n.
   • OpenAI: Set up your OpenAI API Key credentials in n8n.
3. Configure HTTP Request Node:
   • Update the "HTTP Request" node with the URL, headers, and body required by your chosen LinkedIn search/scraping service.
   • Ensure the output from this node provides company data in a structured format that can be processed by subsequent nodes.
4. Configure Edit Fields Node:
   • Adjust the "Edit Fields" node to map the output from your LinkedIn search to the input format expected by the OpenAI node.
5. Configure OpenAI Node:
   • Define the prompt for the "OpenAI" node to instruct the AI on how to score the company data (e.g., "Score this company's potential as a lead on a scale of 1-10 based on its industry, size, and recent activity: {{ $json.companyData }}").
6. Configure If Node:
   • Modify the condition in the "If" node to match your desired scoring threshold for qualifying companies (e.g., {{ $json.aiScore > 7 }}).
7. Configure Google Sheets Node:
   • Specify the "Spreadsheet ID" and "Sheet Name" where you want to add the company data.
   • Map the relevant fields from the previous nodes (company name, URL, AI score, etc.) to the columns in your Google Sheet.
8. Activate the Workflow: Once configured, activate the workflow. You can then trigger it manually using the "When clicking ‘Execute workflow’" node.