Automate lead generation & personalized outreach with Apollo, AI, and Instantly.ai
Transform your outbound strategy with this comprehensive sales engine that automates everything from sourcing leads in Apollo to executing hyper-personalized campaigns in Instantly.ai. Using AI-driven enrichment and intelligent qualification, it ensures every email is tailored to the prospect's latest news while keeping verification costs low. Manage your entire automated BDR pipeline from a single Airtable dashboard for maximum efficiency and scale.
Run this with your team's AIWhat This Recipe Does
Manual sales research is a significant drain on productivity, often consuming hours of a sales representative's week. This automation transforms your sales process by instantly gathering deep intelligence on leads and companies. Utilizing advanced AI search and web scraping capabilities via Perplexity and Jina AI, the workflow scans the internet for recent news, company updates, and key decision-maker information. Instead of clicking through dozens of browser tabs, your team receives a comprehensive, synthesized brief directly in your database. This ensures every outreach message is personalized and every discovery call is backed by real-time data. By automating the collection and synthesis phase, you empower your sales team to focus on high-value activities like closing deals rather than administrative research. The integration with Airtable provides a centralized hub for this intelligence, ensuring your entire organization has access to the most current market data available for every prospect in your pipeline.
What your team gets
Forms and dashboards, so it is not a script only one person understands
Runs on your schedule in the cloud, so it does not stop when a laptop closes
Endpoints, so the rest of your stack can trigger the same work
Http, Airtable, Jina AI, Perplexity connected for the team, not per person
How It Works
- 1
Open the recipe and connect your accounts
Connect Http and Airtable once, in your team cloud, and nobody has to do it again on their own machine
- 2
Tell your own agent what is different about your process
Claude, ChatGPT, Cursor, whichever your team already uses. It adapts the recipe to how you actually work
- 3
Run it, then leave it running
It lives in your team cloud, so it keeps going after you close the laptop and every teammate's AI can use it
Who Uses This
- Sales Development Reps use this to generate personalized outreach talking points based on a prospect's recent company news and financial reports.
- Account Executives use this to prepare for discovery calls by getting a summary of a lead's technology stack and current market position.
- Marketing teams use this to enrich inbound leads from webhooks, ensuring high-value accounts are identified and prioritized for immediate follow-up.
Frequently Asked Questions
Do I need to manually trigger the research for every lead?
While it can be triggered manually, you can also connect this to your lead capture forms via webhooks to trigger research automatically as soon as a lead signs up.
Can I customize the type of information the AI searches for?
Yes, you can adjust the search parameters within the AI steps to focus on specific data points like funding rounds, recent product launches, or executive changes.
Does this work with my existing CRM?
This template uses Airtable as the primary database, but the output can be directed to other platforms like Salesforce, HubSpot, or Pipedrive by changing the final integration node.
What AI models are required for this to function?
This workflow utilizes Perplexity for real-time web search and Jina AI for deep content extraction to ensure the highest quality of sales intelligence.
Coming from n8n?
This recipe uses nodes like HttpRequest, Webhook, StickyNote, Airtable and 14 more. On Runwork, you don't need to learn n8n's workflow syntax. Describe what you want to your own AI agent in plain English.
Based on n8n community workflow. View original
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Run this with the AI your team already uses
Your agent adapts it, your team cloud keeps it running, and everyone's AI can find it.
Open this recipe in Runwork