Qualify B2B accounts and contacts for human-reviewed outreach with OpenAI and Airtable

Sales & CRM workflow for n8n with 49 active steps. Starts with Manual Trigger, Webhook, Schedule Trigger. Uses OpenAI. Integrations include OpenAI, Airtable.

By CraigWorkflowReference information

What it does

49 active nodes · Starts with Manual Trigger, Webhook, Schedule Trigger.

Steps in the template include:

When Manual Research Initiated (Manual Trigger)
POST B2B Research Request (Webhook)
Set Target Criteria Fields (Edit Fields (Set))
Configure Research Environment (Edit Fields (Set))

Nodes and integrations

Manual Trigger
Webhook
Edit Fields (Set) ×3
Code ×16
If ×9
HTTP Request ×7
OpenAI ×3
Airtable ×3
Respond to Webhook ×2
No Operation, do nothing ×3
Schedule Trigger

See the author’s step names

When Manual Research Initiated (Manual Trigger)
POST B2B Research Request (Webhook)
Set Target Criteria Fields (Edit Fields (Set))
Configure Research Environment (Edit Fields (Set))
Normalize Request Data (Code)
Validate Criteria in Request (Code)
Check Validity of Criteria (If)
Handle Invalid Criteria (Code)
Search Company Candidates (HTTP Request)
Normalize Company Data (Code)
Check Company Exclusion (If)
AI Analyze Company Fit (OpenAI)
Analyze Account Research Data (Code)
Check Account Score Threshold (If)
Check Airtable for Existing Account (HTTP Request)
Attach Existing Account Context (Code)
Confirm New Account (If)
Store New Qualified Account (Airtable) — create
Discover Contact Candidates (HTTP Request)
Normalize Contact Data (Code)
AI Score Contact Relevance (OpenAI)
Analyze Contact Score Data (Code)
Check Contact Score Threshold (If)
Check Airtable for Existing Contact (HTTP Request)
Attach Existing Contact Context (Code)
Confirm New Contact (If)
Store New Qualified Contact (Airtable) — create
AI Develop Outreach Brief (OpenAI)
Analyze Outreach Brief (Code)
Create Human Review Queue Item (Airtable) — create
Compile Research Outcome (Code)
Check Webhook Request Type (If)
Webhook Send Research Outcome (Respond to Webhook)
Process Manual Research Complete (No Operation, do nothing)
Webhook Invalid Criteria Response (Respond to Webhook)
Process Manual Invalid Completion (No Operation, do nothing)
Check Invalid Webhook Request (If)
Daily Queue Review at 9am (Schedule Trigger)
Configure Queue Review Settings (Edit Fields (Set))
GET Pending Review Queue (HTTP Request)
Summarize Review Queue Data (Code)
Fetch Company Website Evidence (HTTP Request)
Normalise Company Website Evidence (Code)
Reattach New Account Context (Code)
Reattach New Contact Context (Code)
Check Existing Campaign Queue Item (HTTP Request)
Reattach Queue Candidate Context (Code)
If Campaign Queue Item Is New (If)
Skip Duplicate Campaign Queue Item (No Operation, do nothing)

Accounts and credentials

OpenAI access
Airtable

Check the HTTP request steps for any additional service accounts or API keys.

AI models and swaps

OpenAI · Model or API operation

gpt-5-mini in AI Analyze Company Fit. Provider-specific step. A different provider requires edits and testing.

OpenAI · Model or API operation

gpt-5-mini in AI Score Contact Relevance. Provider-specific step. A different provider requires edits and testing.

OpenAI · Model or API operation

gpt-5-mini in AI Develop Outreach Brief. Provider-specific step. A different provider requires edits and testing.

Inputs and setup options

Setup field: airtable_base_id
Setup field: airtable_accounts_table_id
Setup field: airtable_contacts_table_id
Setup field: airtable_queue_table_id
Setup field: search_api_url
Setup field: contact_api_url
Setup field: notification_email
Setup field: company_site_timeout_ms
Setup field: company_site_max_chars
Setup field: stale_after_days
POST B2B Research Request: HTTP POST

Resource information

Credit basis: Author listed by n8n
Pricing: Template access shown on n8n
License: Not specified
Last record update: Nov 5, 2026