HVAC & Roofing Lead Research Automation

Business Research, Email Discovery & Personalized Outreach Preparation

A lead-research workflow that discovers local businesses, inspects their websites, searches for public contact information, uses AI to analyse the business, and prepares researched leads for human review. It prepares the research. It does not send outreach.

Class
Lead Research Automation
Built with
n8n · Google Places API · OpenAI · Web scraping · Review queue
Walkthrough
None recorded

The work

Prospecting normally means searching for companies, opening their websites, locating public emails, checking alternate contact pages, understanding what the company does, and preparing personalised research before any outreach.

The friction

Business discovery, website inspection, email hunting and research preparation are repetitive and hard to scale by hand.

n8n workflow canvas for the HVAC and Roofing Lead Research Automation, showing a Google Places business search, business normalisation, homepage fetching and public email extraction, a branch for when no homepage email is found that fetches candidate pages and groups candidate emails, then website cleaning, an OpenAI business analysis step, research parsing and a save to the review queue.
The full n8n canvas. The PublicEmailFound check splits the run, and both paths converge on the same AI research and review-queue preparation.1835 × 798 · 266 KB

The system

The public-email check is the fork. If the homepage yields an email the run goes straight to research; if it does not, the workflow searches candidate pages first.

  1. Manual Trigger
  2. CONFIG
  3. Google Places Search Businesses
  4. Split and Normalize Businesses
  5. Fetch Company Homepage
  6. Extract Public Emails
  7. PublicEmailFound?

    Two paths

    • Found: Use Homepage Email
    • Not found: Candidate Pages, Split Out, Fetch Candidate Page, Extract and Group Candidate Emails, Candidate Email Found?, Use Candidate Email
  8. Prepare AI Lead
  9. Fetch Website for AI
  10. Clean Website and Build AI Prompt
  11. OpenAI Analyze Business
  12. Parse AI Research
  13. Save to Review Queue

What it handles

  • Google Places business discovery
  • Business normalisation
  • Homepage retrieval
  • Public-email extraction
  • Alternate candidate-page research
  • Email candidate grouping
  • Website preparation for AI
  • OpenAI business analysis
  • Research parsing
  • Review-queue creation

What stays human

Every lead lands in a review queue, and the decision to contact anyone is made by a person.

  • Whether the lead is actually relevant
  • Whether the contact path is appropriate
  • Whether the AI research is accurate enough
  • Whether outreach should be sent at all
  • The final personalised message

The principle

The workflow prepares outreach research. It does not make the business-contact decision.

Exceptions

  • No public email
  • Irrelevant candidate pages
  • Broken website
  • Blocked website
  • Difficult HTML
  • Unsuitable public email
  • Missing company information
  • AI research requiring a sanity check

How it improves the workflow

The workflow reduces repetitive prospect research and produces a more organised review queue for deciding which businesses deserve personalised outreach.