The Workflow Company

In this video walkthrough, we demonstrate how to create an automated system that performs deep research on inbound leads at the individual level, helping prepare for more effective discovery calls with prospects.

We show how the workflow processes prospect information through multiple stages:

• Takes basic contact information (name, email, company) from form submissions
• Uses AI to locate the prospect's LinkedIn profile based on available information
• Retrieves and analyzes both the LinkedIn profile and recent LinkedIn posts via a custom API
• Generates structured research reports highlighting professional background, communication style, personal values, and go-to-market knowledge
• Automatically creates and distributes these reports to both Notion and Attio CRM

The system produces highly relevant insights including:

• Career highlights and professional trajectory
• Communication style and preferences
• Personal values and character insights derived from post analysis
• Go-to-market and AI knowledge assessment
• Notable posts with summaries and links
• Recommended conversation approaches and icebreakers

What makes this workflow particularly valuable is how it's tailored to specific business needs while maintaining modularity. The AI prompts are carefully designed to extract information most relevant to sales preparation, while the dual-format output (markdown for Notion, plain text for Attio) ensures the research is available wherever you need it.

Whether you're preparing for discovery calls or looking to better understand your prospects before engagement, this walkthrough provides a practical example of how to leverage AI and automation to create more meaningful business conversations.