Automating Sales Prep: Built a Pre-Call Research Agent with n8n & Relevance AI

I built a tool to eliminate the manual grind of sales call preparation.

This Pre-Call Research Agent automatically analyzes a prospect's LinkedIn profile and company website to generate a comprehensive briefing document in seconds.

Here’s what it delivers:

A concise summary of the prospect's background and role.
Key company insights and identified potential bottlenecks.
A list of predicted objections and relevant conversation starters.

The Build:

Workflow Engine: n8n
Research & Analysis: Relevance AI
Frontend Interface: Base44

The value is in the time saved: this automates a process that typically takes 1-2 hours of manual research per prospect. It’s a fully functional prototype demonstrating how to connect these tools to create a powerful, time-saving asset for any sales team or agency.

I'm curious to hear from you: What's the most repetitive research task in your workflow?

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Automating Sales Prep: Built a Pre-Call Research Agent with n8n & Relevance AI