n8n workflow auto client researching

Your sales team will upload an Excel file containing a list of client email addresses. Before uploading, please ensure the file does not contain any empty rows or columns.Once the file is uploaded, three AI agents will automatically analyze each client's business and identify the services that best match your company's offerings.After the analysis is complete, the workflow will generate an Excel file containing detailed insights for each client, including their business needs, recommended services, and a potential lead score to help prioritize sales opportunities.

Found on Devadex — the discovery index for independent software the big search engines bury. More from gumroad.

Report this listing