Templates / Generate sales research briefs from Google Sheets with Claude and Slack

Generate sales research briefs from Google Sheets with Claude and Slack

Needs changes

by Oneclick AI Squad ✓ · 12 views · created 2026-07-14 · Lead Generation, AI Chatbot

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 22 nodes and runs on a schedule (every 15 minutes). Along the way it connects AI Agent and Anthropic Chat Model. It also calls sheets.googleapis.com over HTTP.

How it runs

Trigger: On a schedule (every 15 minutes).

  1. Fetch New Prospects (HTTP Request): calls an HTTP API
  2. JS - Parse Prospect Rows (Code): runs custom JavaScript code
  3. Split Out: splits a list into separate items
  4. HTTP Request: calls an HTTP API
  5. HTTP Request: calls an HTTP API
  6. HTTP Request: calls an HTTP API
  7. JS - Extract Company & News Signals (Code): runs custom JavaScript code
  8. JS - Extract Funding & Tech Signals (Code): runs custom JavaScript code
  9. JS - Extract Decision Maker Signals (Code): runs custom JavaScript code
  10. Merge: merges the data from its input branches

…plus 10 more steps. See the full node list below.

Services it uses

AI AgentAnthropic Chat Model

HTTP calls to: sheets.googleapis.com

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in AI - Generate Sales Research Brief (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent..
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI - Generate Sales Research Brief (v1.6)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (9)

From the author

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,…

Excerpt from Oneclick AI Squad's description on n8n.io.

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.