Generate Prospect Research & Connection Strategy Reports with Claude AI

Who’s it for 🎯

This workflow is ideal for outreach specialists, fundraisers, campaigners, and professionals who want to build authentic connections by researching prospects deeply and strategically. It helps users understand prospects’ backgrounds, interests, and mutual connections to craft effective outreach.

How it works / What it does ⚙️

Using the Multi-tool Research Agent subworkflow, it analyzes both the prospector’s and prospect’s profiles, social media, and online presence. The workflow verifies identities, uncovers key connection points, and generates a comprehensive HTML report with actionable insights, conversation starters, and suggested engagement tactics.

How to set up 🛠️

1. Import this workflow and the Multi-tool Research Agent subworkflow.
2. Configure required API credentials.
3. Provide inputs: prospector and prospect names, social media URLs, and outreach goal.
4. Test the workflow to ensure accurate research and report generation.

Requirements 📋

• n8n instance with internet access
• Valid API keys
• Multi-tool Research Agent subworkflow installed and linked
• Optional email node for sending reports directly

How to customize 🔧

• Update input parameters to suit your outreach use case.
• Modify research prompts in the subworkflow for tone or focus.
• Customize the HTML report design for branding or format preferences.
• Attach an email node to send reports automatically or route output as needed.

Use this workflow to power personalized, strategic outreach with data-driven insights.