Client insight engine
Form-triggered research pipeline that turns a list of company and people names into a shareable Google Doc with one tab per target. A ClickUp submission fans out into parallel LinkedIn scrapes and live web research, then through three chained AI agents - research, consulting formats, brand voice - before writing straight into the Docs API and emailing the requester the link.
- Problem
- Buyer and account research for ABM campaigns was manual and took days.
- Stack
- n8n Automation, ClickUp forms and webhooks, Apify LinkedIn actors (profile, posts, company detail, company posts), Tavily search, OpenAI agents.
- Result
- Minutes after the form is submitted, a shareable doc lands in the requester's inbox: executive summary, collection of data points, persona or company profile, presentation narrative - one tab per target, every claim sourced and grounded in scraped LinkedIn profile data and recent posts alongside live web research.
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