This n8n workflow qualifies B2B leads and sends the results to people for review before any outreach. It takes targeting criteria, finds matching companies and contacts, and uses OpenAI to score fit and write evidence-based outreach briefs. The results are saved in Airtable with a "Needs Human Review" status.
Criteria come in through a POST webhook or a manual test, and the inputs are normalized. If required fields are missing, the webhook returns a 400 response. Companies are found through a configurable company-discovery HTTP API, excluded companies are removed, and OpenAI creates a weighted account score. Low-scoring accounts are filtered out. Airtable is checked for duplicates, and each new match gets a Qualified account record.
For each qualified account, contacts are found through a configurable contact-discovery HTTP API. OpenAI scores the contacts, and low-scoring or duplicate ones are removed using Airtable. An outreach brief is then generated and added to an Airtable queue marked Needs Human Review. Webhook requests receive a compact JSON result. A daily run loads the items awaiting review, identifies stale reviews, and can email a summary through Gmail.
- Platform
- n8n workflow
- Input
- POST webhook or manual test
- Validation
- Returns a 400 webhook response when required criteria are missing
- AI scoring
- OpenAI for account fit, contact scoring and evidence-based outreach briefs
- Data storage
- Airtable (Accounts, Contacts, Outreach Queue)
- Discovery
- Configurable company-discovery and contact-discovery HTTP APIs
- Email summary
- Optional, via Gmail
- Schedule
- Daily review of Needs Human Review items, including stale reviews
- Nodes used
- Webhook, If, Set, Code, No Op, OpenAI, Airtable, Gmail
- Output
- Airtable records and a compact JSON response for webhook runs