n8n Workflow: Google Sheets Lead Research Briefs with Claude

Turn unprocessed Google Sheets leads into ready-to-send research briefs (with Claude + Google Docs)

This n8n workflow automatically pulls “NO” leads from your Google Sheets, fetches each company’s website, uses Anthropic Claude to generate a factual research note and a 3-idea brief, then saves a polished 350–500 word pre-outreach brief as a Google Doc—optionally adding the lead to an Instanlty campaign with the Doc link.

What this workflow does

• Runs manually and loads workflow settings like your offer, sender name, and the maximum number of leads to process.
• Reads leads from Google Sheets where the Processed column is set to NO, then processes leads one-by-one (limited by your configured maximum).
• Normalizes lead fields, fetches each company website via HTTP, and converts the returned HTML into plain text.
• Uses Anthropic Claude to produce a factual company summary, target audience, and a short “3 ideas” brief aligned to your offer—then validates the analysis and skips unusable outputs.
• Generates a 350–500 word pre-outreach brief, validates the required format/length, and stops processing that lead if the brief is invalid.
• Creates a Google Doc in Google Drive, builds the document URL, and optionally posts the lead to Instantly with the Doc link stored in the personalization field.
• Updates Google Sheets with the document link and sets Processed to YES (or DOC ONLY if Instanlty fails, or NO on error) before continuing.

Use cases

• SaaS teams researching prospects from a lead spreadsheet and sending personalized pre-outreach drafts.
• Automation engineers building scalable outbound workflows that generate assets per lead (Docs + optional messaging).
• Marketing operators who want website-grounded briefs using Claude, with auditability via Google Docs.

Technical details

• Integrations: Google Sheets, Google Drive, HTTP website fetching, Anthropic Claude, optionally Instanlty.
• n8n workflow nodes: if, set, code, limit, markdown, sticky note.
• Key validation: checks Claude output usefulness and ensures the outreach brief is 350–500 words before proceeding.
• Setup: add credentials for Google Sheets and Google Drive.