Harvex AI This workflow corresponds to n8n.io template #11371 — we link there as the canonical source.
This workflow follows the Airtable → Form Trigger recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "5wwyebCbLPVInizA",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "AI Lead Enrichment & Notification System",
"tags": [],
"nodes": [
{
"id": "b5082826-df51-4aa4-98ed-b0088cee838f",
"name": "On form submission",
"type": "n8n-nodes-base.formTrigger",
"position": [
-416,
144
],
"parameters": {
"options": {
"buttonLabel": "Submit",
"appendAttribution": false
},
"formTitle": "Contact Us",
"formFields": {
"values": [
{
"fieldLabel": "Name",
"placeholder": "Your good name...",
"requiredField": true
},
{
"fieldType": "email",
"fieldLabel": "Email",
"placeholder": "Your best email",
"requiredField": true
},
{
"fieldLabel": "Website",
"requiredField": true
}
]
},
"formDescription": "Fill out this form and we'll get back to you as soon as we can!"
},
"typeVersion": 2.3
},
{
"id": "18e1ac72-09cb-416c-a308-93193fbd5aea",
"name": "HTML",
"type": "n8n-nodes-base.html",
"position": [
32,
16
],
"parameters": {
"options": {},
"operation": "extractHtmlContent",
"extractionValues": {
"values": [
{
"key": "h1",
"cssSelector": "h1"
},
{
"key": "h2",
"cssSelector": "h2",
"returnArray": true
},
{
"key": "meta_description",
"attribute": "content",
"cssSelector": "meta[name=\"description\"]",
"returnValue": "attribute"
},
{
"key": "nav_links",
"attribute": "href",
"cssSelector": "nav a, header a",
"returnArray": true,
"returnValue": "attribute"
}
]
}
},
"typeVersion": 1.2
},
{
"id": "7d64bccb-adfb-4ae6-aac0-b39bfedd04bf",
"name": "Message a model",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
256,
16
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "chatgpt-4o-latest",
"cachedResultName": "CHATGPT-4O-LATEST"
},
"options": {},
"responses": {
"values": [
{
"role": "system",
"content": "You are a Sales Researcher. I will give you the H1, H2, and Description from a company's home page.\n\nYour Goal: Determine if this text CLEARLY explains what the company does.\n\nScenario A (Clear): If you understand the business, write a 2-sentence summary in English of the business to better help a sales agent understand the lead. Scenario B (Unclear): If the text is vague (e.g., just says \"Welcome\" or \"Future is here\"), look at the provided nav_links list. Find the one most likely to be the \"About\" or \"Mission\" page.\n\nOutput JSON ONLY: { \"status\": \"success\" OR \"need_more_info\", \"summary\": \"The script...\" (if success), \"fallback_url\": \"/about-us\" (if need_more_info, return the specific path from the list) }"
},
{
"content": "=H1: {{ $json.h1 }} H2: {{ $json.h2 }} Description: {{ $json.meta_description }} Links: {{ $json.nav_links }}"
}
]
},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "2caaa192-4e0c-4271-9036-d8d50d877e67",
"name": "Switch",
"type": "n8n-nodes-base.switch",
"position": [
608,
0
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "Script Ready",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "8a25257f-9d45-4e7a-9128-5bcfad97c3d5",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.output[0].content[0].text }}",
"rightValue": "\"status\": \"success\""
}
]
},
"renameOutput": true
},
{
"outputKey": "Need Deep Dive",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "05249675-b973-4732-a540-f0d1e4ae82ce",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.output[0].content[0].text }}",
"rightValue": "\"status\": \"need_more_info\""
}
]
},
"renameOutput": true
}
]
},
"options": {
"fallbackOutput": "extra"
}
},
"typeVersion": 3.3
},
{
"id": "c866bfb2-ac90-4b59-9837-89a693c288a0",
"name": "HTML1",
"type": "n8n-nodes-base.html",
"position": [
1280,
-32
],
"parameters": {
"options": {},
"operation": "extractHtmlContent",
"extractionValues": {
"values": [
{
"key": "about_text",
"cssSelector": "main"
}
]
}
},
"typeVersion": 1.2
},
{
"id": "cab738e9-b4ce-405d-a32a-632f2151e124",
"name": "Message a model1",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
1504,
-32
],
"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "chatgpt-4o-latest",
"cachedResultName": "CHATGPT-4O-LATEST"
},
"options": {},
"responses": {
"values": [
{
"role": "system",
"content": "You are a Sales Rep. I will give you text from a company's \"About Us\" page. Your goal is to write a 2-sentence summary in English so that a sales rep understands the business of the lead clearly.\n\nStrategy:\n\nMention their mission or history found in the text.\n\nOutput: Just the 2 sentences of the script. Do not output JSON. Just the raw text."
},
{
"content": "=Page Text: {{ $json.about_text }}"
}
]
},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "a881a842-c512-479d-a845-6d71af2ad79c",
"name": "Aggregate",
"type": "n8n-nodes-base.aggregate",
"position": [
2080,
-160
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData"
},
"typeVersion": 1
},
{
"id": "e87dde69-2c8e-4e0b-ac0d-52d1f31bd5b8",
"name": "Create a record",
"type": "n8n-nodes-base.airtable",
"position": [
2304,
-160
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "app2mABczvG6LN6hj",
"cachedResultUrl": "https://airtable.com/app2mABczvG6LN6hj",
"cachedResultName": "n8n CRM"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblydhiZPC5Uytfs1",
"cachedResultUrl": "https://airtable.com/app2mABczvG6LN6hj/tblydhiZPC5Uytfs1",
"cachedResultName": "n8n Smart Lead CRM"
},
"columns": {
"value": {
"Date": "={{ $('On form submission').item.json.submittedAt }}",
"Name": "={{ $('On form submission').item.json.Name }}",
"Email": "={{ $('On form submission').item.json.Email }}",
"Website": "={{ $('On form submission').item.json.Website }}",
"AI Insight": "={{ $json.data[0].final_script }}"
},
"schema": [
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Website",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Website",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "AI Insight",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "AI Insight",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "c055003a-edc9-435c-bea2-fa63964fa6d1",
"name": "Send a message",
"type": "n8n-nodes-base.slack",
"position": [
2528,
-160
],
"parameters": {
"text": "=New lead acquired. \nName: {{ $json.fields.Name }}\nEmail: {{ $json.fields.Email }}\nWebsite: {{ $json.fields.Website }}\nAI Insight: {{ $json.fields['AI Insight'] }}",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C09UQRDCTT4",
"cachedResultName": "all-n8n-test"
},
"otherOptions": {
"includeLinkToWorkflow": false
},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.3
},
{
"id": "be69ffc9-7815-4e8e-a6c6-938e7a7a62fe",
"name": "Scrape home page",
"type": "n8n-nodes-base.httpRequest",
"onError": "continueErrorOutput",
"position": [
-192,
144
],
"parameters": {
"url": "={{\n(() => {\n // 1. Trim whitespace (Crucial first step)\n let url = $json.Website.trim();\n\n // 2. Add protocol if missing (Default to https)\n if (!url.match(/^https?:\\/\\//)) {\n url = 'https://' + url;\n }\n\n try {\n // 3. Parse the URL object\n const urlObj = new URL(url);\n\n // 4. Add 'www.' ONLY if:\n // a) It is missing\n // b) It looks like a root domain (has exactly 2 parts, e.g., 'harvex-ai.com')\n // This prevents breaking subdomains like 'docs.google.com'\n if (!urlObj.hostname.startsWith('www.') && urlObj.hostname.split('.').length === 2) {\n urlObj.hostname = 'www.' + urlObj.hostname;\n }\n\n // 5. Return the clean URL\n return urlObj.toString();\n\n } catch (error) {\n // If the input is total garbage, return original to let the node error out naturally\n return url;\n }\n})()\n}}",
"options": {
"redirect": {
"redirect": {}
},
"response": {
"response": {
"responseFormat": "text"
}
}
}
},
"typeVersion": 4.3
},
{
"id": "5309a8ec-e1e8-4761-a772-434b8f819265",
"name": "Error handling",
"type": "n8n-nodes-base.airtable",
"position": [
864,
384
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "app2mABczvG6LN6hj",
"cachedResultUrl": "https://airtable.com/app2mABczvG6LN6hj",
"cachedResultName": "n8n CRM"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblydhiZPC5Uytfs1",
"cachedResultUrl": "https://airtable.com/app2mABczvG6LN6hj/tblydhiZPC5Uytfs1",
"cachedResultName": "n8n Smart Lead CRM"
},
"columns": {
"value": {
"Date": "={{ $('On form submission').item.json.submittedAt }}",
"Name": "={{ $('On form submission').item.json.Name }}",
"Email": "={{ $('On form submission').item.json.Email }}",
"Website": "={{ $('On form submission').item.json.Website }}",
"AI Insight": "Scrape Failed - Check URL manually"
},
"schema": [
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Website",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Website",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "AI Insight",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "AI Insight",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "9c19143c-6883-4573-9ee9-0d8fa89fdf23",
"name": "Construct secondary URL",
"type": "n8n-nodes-base.set",
"position": [
832,
-16
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "755a7c6e-145e-462b-a43d-57805917f014",
"name": "Fallback URL",
"type": "string",
"value": "={{\n(() => {\n const extractedPath = $json.output[0].content[0].text.match(/\"fallback_url\":\\s*\"([^\"]+)\"/)[1];\n\n\n const rawBase = $('On form submission').item.json.Website;\n\n\n const cleanBase = (rawBase.startsWith('http') ? rawBase : 'https://' + rawBase).replace(/\\/$/, \"\");\n\n // 4. Combine them\n return extractedPath.startsWith('http') ? extractedPath : cleanBase + extractedPath;\n})()\n}}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "edaff449-2871-43e1-80f4-e9247eb39634",
"name": "Scrape secondary URL",
"type": "n8n-nodes-base.httpRequest",
"onError": "continueErrorOutput",
"position": [
1056,
-16
],
"parameters": {
"url": "={{ $json[\"Fallback URL\"] }}",
"options": {
"response": {
"response": {
"responseFormat": "text"
}
}
}
},
"typeVersion": 4.3
},
{
"id": "e709c2bb-ad89-48be-87a7-a1c8e5828ebb",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-448,
-832
],
"parameters": {
"width": 720,
"height": 704,
"content": "## AI Lead Enrichment & Notification System\n\n### This n8n template automates the lead enrichment process for your business. Once a lead fills out a form, the workflow scrapes their website, provides a summary, and logs everything into a CRM before notifying your team.\n\n**Some use cases:** \"Speed-to-Lead\" optimization, lead enrichment, automated prospect research.\n\n### How it works\n1. **Ingestion:** A lead submits their details (Name, Email, Website) via a form.\n2. **Intelligent scraping:** The workflow scrapes the provided URL.\n3. **AI Analysis:** OpenAI's model (GPT-4o) analyzes the extracted data and determines whether there is enough info or if the workflow needs to scrape the \"About Us\" page.\n4. **CRM Sync:** The CRM (Airtable) is updated with the enriched data.\n5. **Notification:** An instant Slack notification is sent to the team channel.\n\n### How to use the workflow\n1. **Configure the form:** Open the trigger form and input the required fields.\n2. **Setup OpenAI:** Ensure that your credentials are connected.\n3. **Database mapping:** Ensure your Airtable base has the following columns: *Name*, *Website*, *AI Insight*, *Email*, and *Date*.\n4. **Slack setup:** Specify the desired Slack channel for notifications.\n5. **Test it out!** Open the form, enter sample data (with a real website), and watch the system enrich the lead for you.\n\n### Requirements\n* **OpenAI API Key** (For analyzing website content and generating summaries)\n* **Airtable** (For CRM and logging)\n* **Slack** (For team notifications)"
},
"typeVersion": 1
},
{
"id": "3605cda1-451a-43f4-b166-194265211bc8",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-464,
-80
],
"parameters": {
"color": 7,
"width": 1184,
"height": 368,
"content": "## Scrape the URL provided\nWe begin by scraping the URL that the user submitted in the form and assess whether it contains enough substance to summarize."
},
"typeVersion": 1
},
{
"id": "d23c21d6-b83b-4858-8b63-eb7b6226ccd3",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-128
],
"parameters": {
"color": 7,
"width": 1184,
"height": 288,
"content": "## Construct a secondary URL\nIf the provided URL does not contain enough information, a secondary URL is constructed and scraped based on the initial scraping performed."
},
"typeVersion": 1
},
{
"id": "3f3f2b2c-4178-4bfa-bfe5-078526212487",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
736,
560
],
"parameters": {
"color": 7,
"width": 416,
"height": 192,
"content": "## Error Handling\nIn the event the web scraping fails, we log it into our CRM for the user to check manually"
},
"typeVersion": 1
},
{
"id": "5c5e7bc9-4a1d-40b7-b62c-3d8732255b86",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2032,
-272
],
"parameters": {
"color": 7,
"width": 640,
"height": 272,
"content": "## CRM logging and Slack notif\nWe log the customer data in our CRM and send an instant notification to our Slack channel for follow-up"
},
"typeVersion": 1
},
{
"id": "ebb8540d-f156-45c7-988f-958ca9162123",
"name": "Clean Data",
"type": "n8n-nodes-base.set",
"position": [
1648,
-304
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "54b5f206-3282-4acd-880e-17e78d105eba",
"name": "final_script",
"type": "string",
"value": "={{ $json.output[0].content[0].text.match(/\"summary\":\\s*\"([^\"]+)\"/)[1] }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "bb456481-3cfe-45a1-b194-219953c11e9a",
"name": "Clean Data1",
"type": "n8n-nodes-base.set",
"position": [
1856,
-32
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "7e8669bd-3778-4c2c-8865-79af0ce7f384",
"name": "final_script",
"type": "string",
"value": "={{ $json.output[0].content[0].text }}"
}
]
}
},
"typeVersion": 3.4
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "a54cc183-00d4-46e0-8b58-b620416ad71d",
"connections": {
"HTML": {
"main": [
[
{
"node": "Message a model",
"type": "main",
"index": 0
}
]
]
},
"HTML1": {
"main": [
[
{
"node": "Message a model1",
"type": "main",
"index": 0
}
]
]
},
"Switch": {
"main": [
[
{
"node": "Clean Data",
"type": "main",
"index": 0
}
],
[
{
"node": "Construct secondary URL",
"type": "main",
"index": 0
}
],
[
{
"node": "Error handling",
"type": "main",
"index": 0
}
]
]
},
"Aggregate": {
"main": [
[
{
"node": "Create a record",
"type": "main",
"index": 0
}
]
]
},
"Clean Data": {
"main": [
[
{
"node": "Aggregate",
"type": "main",
"index": 0
}
]
]
},
"Clean Data1": {
"main": [
[
{
"node": "Aggregate",
"type": "main",
"index": 0
}
]
]
},
"Create a record": {
"main": [
[
{
"node": "Send a message",
"type": "main",
"index": 0
}
]
]
},
"Message a model": {
"main": [
[
{
"node": "Switch",
"type": "main",
"index": 0
}
]
]
},
"Message a model1": {
"main": [
[
{
"node": "Clean Data1",
"type": "main",
"index": 0
}
]
]
},
"Scrape home page": {
"main": [
[
{
"node": "HTML",
"type": "main",
"index": 0
}
],
[
{
"node": "Error handling",
"type": "main",
"index": 0
}
]
]
},
"On form submission": {
"main": [
[
{
"node": "Scrape home page",
"type": "main",
"index": 0
}
]
]
},
"Scrape secondary URL": {
"main": [
[
{
"node": "HTML1",
"type": "main",
"index": 0
}
],
[
{
"node": "Error handling",
"type": "main",
"index": 0
}
]
]
},
"Construct secondary URL": {
"main": [
[
{
"node": "Scrape secondary URL",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
airtableTokenApiopenAiApislackOAuth2Api
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
Some use cases: "Speed-to-Lead" optimization, lead enrichment, automated prospect research. Ingestion: A lead submits their details (Name, Email, Website) via a form. Intelligent scraping: The workflow scrapes the provided URL. AI Analysis: OpenAI's model (GPT-4o) analyzes the…
Source: https://n8n.io/workflows/11371/ — original creator credit. Request a take-down →
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Workflows that share integrations, category, or trigger type with this one. All free to copy and import.
This workflow automates the "speed-to-lead" process for insurance agencies. It instantly triggers an AI voice call when a new lead comes in, qualifies their needs via conversation, and automatically g
Form Trigger, Airtable, HTTP Request +3
Analyze incoming support requests, classify intent and priority with AI, create Jira tickets, assign the correct team, send Slack notifications, and track SLA deadlines. Supports Gmail, WhatsApp, form
Gmail Trigger, HTTP Request, Form Trigger +4
This workflow contains community nodes that are only compatible with the self-hosted version of n8n.
Airtable, OpenAI, Form Trigger +3
This workflow automatically turns any audio file uploaded to Google Drive into a complete podcast episode. It handles transcription, content generation, blog drafting, social copy creation, thumbnail
Google Drive Trigger, Google Drive, OpenAI +3
How it works • Automates multi-platform social media posting (Instagram, YouTube, TikTok, etc.) using AI-generated content • Integrates Airtable, n8n, and Blotato for full content scheduling and publi
HTTP Request, Airtable, OpenAI +1