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relevance-ai

Workflows, steps and prerequisites from cases tagged “relevance-ai”.

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relevance-ai · 1
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1 tag-associated cases; tool roles have not all been reviewed. This is not the product’s full capability range.

Sales, Marketing & Support · 1

Latest case update：2026-10-25

Workflows, prerequisites & evidence

Sales, Marketing & Support

Auto-Generate Lead Research Report After Booking

Cal.com trigger → Google Sheets LinkedIn lookup → Relevance AI scrape + Perplexity research → OpenAI profile & pain points → HTML report → Gmail delivery

Read the case’s method and prerequisites

Requires an n8n instance; configure Cal.com (or alternative booking tool) trigger, Google Sheets OAuth2, Relevance AI HTTP Header Auth, Perplexity API, OpenAI API, and Gmail OAuth2 credentials. Multiple Google Sheets nodes in the template should be merged into your actual database. The Filter node's default condition needs replacement.

n8n · gmail · google-sheets · perplexity · relevance-ai

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