AutomationFlowsGeneral › Generate Prospect Research & Connection Strategy Reports with Claude AI

Generate Prospect Research & Connection Strategy Reports with Claude AI

ByOpen Paws @openpaws on n8n.io

This workflow is ideal for outreach specialists, fundraisers, campaigners, and professionals who want to build authentic connections by researching prospects deeply and strategically. It helps users understand prospects’ backgrounds, interests, and mutual connections to craft…

Event trigger★★★☆☆ complexityAI-powered8 nodesExecute Workflow TriggerOpenRouter ChatChain Llm
General Trigger: Event Nodes: 8 Complexity: ★★★☆☆ AI nodes: yes Added:

This workflow corresponds to n8n.io template #6484 — we link there as the canonical source.

This workflow follows the Chainllm → Execute Workflow 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 →

Download .json
{
  "id": "CwDztXwSBJM9bt6R",
  "name": "Personalized prospect research and connection strategy report generator",
  "tags": [],
  "nodes": [
    {
      "id": "053253a1-d20d-4354-b9ff-20ee29f67bdf",
      "name": "When Executed by Another Workflow",
      "type": "n8n-nodes-base.executeWorkflowTrigger",
      "position": [
        -40,
        220
      ],
      "parameters": {
        "workflowInputs": {
          "values": [
            {
              "name": "Prospect Name"
            },
            {
              "name": "Prospect Linkedin URL"
            },
            {
              "name": "Prospect Twitter URL"
            },
            {
              "name": "Prospect Instagram URL"
            },
            {
              "name": "Outreach Goal"
            },
            {
              "name": "Prospector Name"
            },
            {
              "name": "Prospector Linkedin URL"
            },
            {
              "name": "Prospector Twitter URL"
            },
            {
              "name": "Prospector Instagram URL"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "b4ae4740-2b7e-496c-b838-496243def38a",
      "name": "OpenRouter Chat Model1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        380,
        420
      ],
      "parameters": {
        "model": "anthropic/claude-sonnet-4",
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b23185d6-8a98-4fa6-89a5-05199b4ab377",
      "name": "Report Writer",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        400,
        220
      ],
      "parameters": {
        "text": "=CRITICAL OUTPUT INSTRUCTIONS \u2014 READ CAREFULLY\n\n1. FORMAT REQUIREMENTS:\n   - Begin immediately with valid HTML - no markdown, backticks, or explanations\n   - First line must be raw HTML (e.g., <div>, <section>, etc.)\n   - Use semantic HTML5 tags (<header>, <section>, <h1>-<h3>, <p>, <ul>, <table>, etc.)\n   - Include minimal inline CSS for readability (headings, spacing, colors)\n   - Create a mobile-responsive design\n\n2. CONTENT STRUCTURE:\n   - Title: \"Prospect Research Report: [Prospect Name]\"\n   - Executive Summary: 2-3 sentence overview highlighting key connection opportunities\n   - Background: Professional history, current role, company information\n   - Personal Interests: Hobbies, causes, affiliations\n   - Connection Points: Shared interests, experiences, or network connections with prospector\n   - Engagement Strategy: Suggested talking points and approach\n   - Sources: All references with properly formatted citations\n\n3. CITATION HANDLING:\n   - Every external reference must be a clickable link (<a href=\"URL\" target=\"_blank\">Source Name</a>)\n   - Include the full visible URL text after each citation (e.g., \"Source Name (https://example.com)\")\n   - Group citations by section at the bottom of each relevant area\n\n4. DATA PROCESSING:\n   - Merge and synthesize all information from the research data\n   - Eliminate redundancies while preserving all unique insights\n   - When conflicting information exists, note both versions with sources\n   - If critical information is missing, note this briefly rather than claiming more research is needed\n\n5. INSUFFICIENT INFORMATION HANDLING:\n   - If multiple people with the same/similar names were found, create a section called \"IDENTITY VERIFICATION NEEDED\"\n   - In this section, list the different individuals found with distinguishing details for each\n   - Include a clear HTML-formatted recommendation box suggesting specific additional information needed:\n     \u2022 \"Please request a new research report with the following information to ensure accurate identification:\"\n     \u2022 Request social media profiles (LinkedIn, Twitter, etc.)\n     \u2022 Request company name, location, or other distinguishing professional details\n     \u2022 Request any personal details that might help distinguish from others with similar names\n   - If general information is sparse (regardless of identity clarity), include an \"ADDITIONAL INFORMATION NEEDED\" section\n   - List specific types of missing information that would improve the report's usefulness\n   - Format these recommendations prominently in a bordered box with a distinct background color\n\n6. PERSONALIZATION:\n   - The prospect is {{ $('When Executed by Another Workflow').item.json['Prospect Name'] }}\n   - The prospector is {{ $('When Executed by Another Workflow').item.json['Prospector Name'] }}\n   - Address the report directly to the prospector\n   - Focus on actionable insights that enable meaningful connection\n   - Highlight 2-3 specific conversation starters based on the prospect's interests or background\n\n7. TONE AND STYLE:\n   - Professional but conversational\n   - Concise with bullet points where appropriate\n   - Scannable with clear headings and short paragraphs\n   - Objective but warm - focus on factual information presented in a helpful manner\n\n8. INPUT DATA:\n{{ $json.output }}\n\nThis report should serve as a comprehensive but easily digestible guide that empowers the prospector to make an authentic personal connection with the prospect.",
        "promptType": "define"
      },
      "retryOnFail": true,
      "typeVersion": 1.5,
      "waitBetweenTries": 2500
    },
    {
      "id": "846ccc09-7d85-45ce-aac1-71adc880787a",
      "name": "Call Research Agent",
      "type": "n8n-nodes-base.executeWorkflow",
      "position": [
        180,
        220
      ],
      "parameters": {
        "options": {},
        "workflowId": {
          "__rl": true,
          "mode": "list",
          "value": "k053fXGjIF7dUIQZ",
          "cachedResultName": "\u267b\ufe0f \ud83e\udde9 \ud83d\udcda General Research Agent"
        },
        "workflowInputs": {
          "value": {
            "chatInput": "=# COMPREHENSIVE PROSPECT RESEARCH DIRECTIVE\n\n## RESEARCH OBJECTIVE\n\nResearch and analyze all available information about both the prospect and the prospector to identify optimal connection points. Your research must be thorough, accurate, and strategically aligned with the outreach goal.\n\nPROSPECT: {{ $('When Executed by Another Workflow').item.json['Prospect Name'] }}\nPROSPECTOR: {{ $('When Executed by Another Workflow').item.json['Prospector Name'] }}\nOUTREACH GOAL: {{ $('When Executed by Another Workflow').item.json['Outreach Goal'] }}\n\n## PROVIDED SOCIAL PROFILES\n\n### PROSPECT PROFILES\n- LinkedIn: {{ $('When Executed by Another Workflow').item.json['Prospect Linkedin URL'] }}\n- Twitter: {{ $('When Executed by Another Workflow').item.json['Prospect Twitter URL'] }}\n- Instagram:{{ $('When Executed by Another Workflow').item.json['Prospect Instagram URL'] }}\n\n### PROSPECTOR PROFILES\n- LinkedIn: {{ $('When Executed by Another Workflow').item.json['Prospector Linkedin URL'] }}\n- Twitter: {{ $('When Executed by Another Workflow').item.json['Prospector Twitter URL'] }}\n- Instagram: {{ $('When Executed by Another Workflow').item.json['Prospector Instagram URL'] }}\n\n## RESEARCH METHODOLOGY\n\n### 1. PROFILE VERIFICATION\n- Verify that all provided profiles belong to the correct individuals\n- If multiple people share the same name, document distinguishing characteristics\n- Flag any uncertainty about profile ownership with clear reasoning\n\n### 2. DEPTH-FIRST RESEARCH APPROACH\n- For each valid social profile, extract and document:\n  * Professional history and achievements\n  * Educational background\n  * Geographic history (past and present locations)\n  * Interests, hobbies, and passions\n  * Values and causes they support\n  * Content themes they engage with\n  * Posting patterns and engagement style\n  * Key relationships and networking patterns\n- For each extracted data point, include the exact URL source\n\n### 3. EXPANDED SEARCH BEYOND PROVIDED PROFILES\n- Search for additional online presence (other platforms, websites, etc.)\n- Locate published content (articles, interviews, presentations)\n- Find event participation (conferences, webinars, panels)\n- Identify organizational affiliations (professional, volunteer, social)\n- Discover mentions in media and third-party sources\n- Document each new source with complete URLs\n\n## CONNECTION ANALYSIS FRAMEWORK\n\nSystematically identify and evaluate potential connection points in these categories:\n\n1. PROFESSIONAL CONNECTIONS\n   - Shared employers or business partners\n   - Industry overlap and similar roles\n   - Professional organizations/groups\n   - Mentors/colleagues in common\n   - Parallel career trajectories\n\n2. EDUCATIONAL INTERSECTIONS\n   - Shared alma maters (any level)\n   - Similar fields of study\n   - Overlapping time periods at institutions\n   - Notable professors or programs in common\n\n3. GEOGRAPHIC CONNECTIONS\n   - Current location proximity\n   - Shared previous locations\n   - Regional cultural references or affiliations\n\n4. PERSONAL ALIGNMENT\n   - Common interests and hobbies\n   - Shared values and causes\n   - Similar content engagement patterns\n   - Complementary personality indicators\n\n5. NETWORK OVERLAP\n   - Mutual connections (1st, 2nd, 3rd degree)\n   - Shared event attendance\n   - Common group memberships\n   - Similar audience engagement\n\n## HANDLING INFORMATION GAPS\n\nIf initial searches yield insufficient information:\n\n1. IDENTITY VERIFICATION ISSUES\n   - Expand search parameters to include alternative spellings, nicknames, or maiden names\n   - Search for company affiliations + name combinations\n   - Cross-reference with mentions in industry publications or events\n   - If multiple potential matches persist, document each with distinguishing characteristics\n\n2. INSUFFICIENT CONNECTION DATA\n   - Expand search beyond standard social platforms to niche forums, local news, alumni directories\n   - Investigate company websites, team pages, and press releases\n   - Look for content collaborations, co-authored works, panel discussions\n   - Search for comments and interactions on third-party content\n   - Explore professional repositories like GitHub, SlideShare, or Medium\n\n## CITATION AND SOURCING REQUIREMENTS\n\n- Every factual claim must include an inline citation with the complete URL\n- Format: [Claim or information]. (SOURCE: https://full.url.here)\n- Include a comprehensive source list at the end of each section\n- Evaluate and note the credibility/recency of each source\n- For social media sources, include specific post dates where possible\n\n## OUTPUT FORMATTING\n\nYour research report must:\n\n1. Begin directly with substantive findings - no preamble or methodology explanation\n2. Use clear hierarchical headings for easy navigation\n3. Employ bullet points and numbered lists for scannable content\n4. Bold key connection points and high-value insights\n5. Include a \"Priority Connection Opportunities\" section at the beginning\n6. Maximize length through RELEVANT information only\n7. Include all source URLs both inline and in a comprehensive reference section\n\nYour output will be processed by another system, so strict adherence to these formatting guidelines is essential.",
            "sessionId": "={{ (Math.random().toString(36).substring(2) + Date.now().toString(36)) }}"
          },
          "schema": [
            {
              "id": "chatInput",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "chatInput",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "sessionId",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "sessionId",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": true
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "d4f8155a-944d-4b9b-b8f8-068b9261fde6",
      "name": "Set HTML",
      "type": "n8n-nodes-base.set",
      "position": [
        760,
        220
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "ffd9bfda-6ac0-4c4f-9c45-25b3f55e9526",
              "name": "HTML",
              "type": "string",
              "value": "={{ $('Report Writer').item.json.text }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "d68db245-e532-442d-a74d-6a4516f8c417",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -360,
        40
      ],
      "parameters": {
        "width": 260,
        "height": 420,
        "content": "# \ud83d\udcdd Input & User Preferences\n- User inputs: Prospector name, Prospect name, and social media URLs for both.\n- Also input the outreach goal describing why the connection is sought.\n- These inputs feed into the research subworkflow.\n- Make sure all URLs are valid and correct to improve research accuracy.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "9a9b4150-3f2b-428f-aa95-56430c525f85",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -40,
        -120
      ],
      "parameters": {
        "width": 400,
        "height": 300,
        "content": "# \ud83d\udd0d Research via Multi-tool Research Agent\n- Single call to the [Multi-tool Research Agent](https://n8n.io/workflows/5588-multi-tool-research-agent-for-animal-advocacy-with-openrouter-serper-and-open-paws-db/).  \n- Performs profile verification, deep research, and connection analysis for both prospector and prospect.  \n- Extracts professional history, affiliations, interests, network overlaps, and other relevant data.  \n- Flags uncertainties or identity verification issues.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "ee92861b-04a9-4797-97e0-f0b7e9d5cb0a",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        420,
        -120
      ],
      "parameters": {
        "width": 460,
        "height": 300,
        "content": "# \ud83d\udcc4 Generate HTML Prospect Research Report\n- Builds a detailed, mobile-friendly HTML report addressed to the prospector.  \n- Sections include: Executive Summary, Background, Personal Interests, Connection Points, Engagement Strategy, Sources.  \n- Includes clickable full URLs grouped by section.  \n- Bold key insights and suggested talking points.  \n- Can be sent as an HTML email, returned to an AI agent, or posted online (e.g., Gist).\n"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "callerPolicy": "workflowsFromSameOwner",
    "errorWorkflow": "zt6t5IiKkPc9Z4Ku",
    "executionOrder": "v1"
  },
  "versionId": "afa92890-2364-4f65-897b-0dfb0f139102",
  "connections": {
    "Report Writer": {
      "main": [
        [
          {
            "node": "Set HTML",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Call Research Agent": {
      "main": [
        [
          {
            "node": "Report Writer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenRouter Chat Model1": {
      "ai_languageModel": [
        [
          {
            "node": "Report Writer",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "When Executed by Another Workflow": {
      "main": [
        [
          {
            "node": "Call Research Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

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About this workflow

This workflow is ideal for outreach specialists, fundraisers, campaigners, and professionals who want to build authentic connections by researching prospects deeply and strategically. It helps users understand prospects’ backgrounds, interests, and mutual connections to craft…

Source: https://n8n.io/workflows/6484/ — original creator credit. Request a take-down →

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