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Sales & Estimation

Company Decision Maker Discovery Workflow

This workflow finds company decision-makers from a Google Sheet, enriches their profiles using Apollo.io and AI to categorize their departments, and updates Google Sheets while providing weekly Slack reports on new verified leads.

Built · ~10 hours saved per week

This workflow is for sales teams, recruiters, or anyone seeking to identify and gather contact information for key decision-makers within target companies. It streamlines lead generation and contact enrichment. This workflow automatically finds decision-makers in companies and collects their contact details. It starts by monitoring a Google Sheet for new company entries. It then uses Apollo.io to find company information and decision-makers. The workflow uses AI to classify departments and enriches contacts with emails and phone numbers. Finally, it stores all this information in a Google Sheet and sends weekly reports about new leads via Slack. 1. Set up a Google Sheet with a "Companies" tab (for company details) and a "Contacts" tab (for decision-makers). Make sure to include columns like "Company Name", "Website", "Domain", "Status" in the "Companies" tab, and "Name", "Job Title", "Company", "Company Domain", "LinkedIn Profile URL", "Email Address", "Email Verified" in the "Contacts" tab. 2. Configure Apollo.io API keys for organization enrichment, people search, and bulk people enrichment. 3. Set up OpenAI API keys for GPT models. 4. Configure Slack integration to receive weekly reports and approval messages. This workflow requires accounts and API keys from Apollo.io, OpenAI, Google (for Google Sheets), and Slack. Basic understanding of n8n and familiarity with managing Google Sheets are helpful. You can customize the Google Sheet column mappings, the seniority levels for decision-maker search, the batch sizes for API calls, and the frequency of the weekly report. Key Technologies: n8n,Google Sheets,Apollo.io API,OpenAI GPT (AI),Slack Automation Value: - Reduces manual effort in lead research and contact data collection. - Speeds up the lead generation process. - Ensures data consistency by centralizing information in Google Sheets. - Provides automated reporting on lead generation performance. - Integrates AI for intelligent data classification. - Reduces human error Best Practices: Set up reliable error handling for API calls to gracefully manage failures and retries.

Tags: CRM Automations, Leadership Automations, Web Scraping, Reports & Analytics, Clients/Customers/Leads, Data Transformation

Integrations: Google Sheets, HTTP, Code, OpenAI, Slack, Schedule

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