The business need.
Business research often produces scattered information. Useful records need consistent fields and a review step before they become part of an outreach workflow.
AI & automationDemonstrated workflow
AI Lead Research Workflow.
Connect business research, structured lead review and email workflows.
Project image supplied by CH Naveed Ashiq.
THE PROJECTWhat it’s designed
What it’s designed
to make easier.
- FOR
- Businesses organising prospect research and follow-up preparation.
- MY ROLE
- Planning & development
- STATUS
- Demonstrated workflow
A connected solution.
An automation workflow using n8n, AI-assisted extraction, JavaScript data handling and Google Sheets. Supplied recordings show a lead-review sheet and business-mail activity.
01
Research collection
Bring business information into a structured workflow instead of disconnected copy-and-paste steps.
02
AI-assisted processing
Use Gemini for extracting and organising text, with JavaScript handling the expected record structure.
03
Review in Google Sheets
Keep collected records visible for review before the next action.
04
Email workflow
Connect reviewed information with business email, keeping preparation and sending clearly separated.
WORKFLOW CONCEPT
01Research
02Structure
03Review
04Follow-up
Connected steps. A clearer daily process.
Where the work stands.
Workflow design and implementation. This case study describes supplied demonstrations and project records. It makes no claim of guaranteed lead accuracy, a public product launch or measured time savings.
Next step: Continue checking field quality, duplicate records, sending conditions and failure handling before expanding the workflow.
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