Enriquecer automáticamente la información de nuevas empresas en el CRM usando investigación web de ChatGPT con Tavily

Avanzado

Este es unLead Generation, AI RAGflujo de automatización del dominio deautomatización que contiene 16 nodos.Utiliza principalmente nodos como Webhook, HttpRequest, Agent, ToolThink, TavilyTool. Usar Tavily con ChatGPT para investigación web enriquecer automáticamente nueva información de empresas de CRM

Requisitos previos
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Pueden requerirse credenciales de autenticación para la API de destino
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "Wm8l2EqUfFXbZefy",
  "meta": {
    "instanceId": "68ab8a7bd891eafb85f915471f38591da0135936f93fdf7e27d0ebea24fea950"
  },
  "name": "Auto-Enrich New CRM Companies with ChatGPT Web Research via Tavily",
  "tags": [],
  "nodes": [
    {
      "id": "8a9fac46-d7ca-4b5f-a809-ba9c4be4bb48",
      "name": "Modelo de chat OpenAI",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        2320,
        980
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1",
          "cachedResultName": "gpt-4.1"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "bo9yE6c6LIEm8seD",
          "name": "OpenAi account 3"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "a9b15186-9dd1-4b2a-be23-277d6507c6b6",
      "name": "Nota adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1880,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 340,
        "height": 980,
        "content": "## 5. set up webhook trigger\n* double-click node\n* HTTP Method: POST\n* Authentication none\n\n### For testing: \nCreate a company in CentralStationCRM and click on \"Listen for Test Event\" on the node shortly beforehand. The webhook should be triggered and the node should transfer the data.\n\n### For operation:\n* switch from \"Test URL\" to \"Production URL\"\n* copy new webhook URL (click on it)\n* enter new URL under \"Endpoint URL\" in the CentralStationCRM webhook"
      },
      "typeVersion": 1
    },
    {
      "id": "04f6c697-7838-438e-95bd-db3f226d8238",
      "name": "Nota adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1420,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 980,
        "content": "## 4. set up CentralStationCRM Webhook\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Account settings](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![Webhook](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_Webhook_0b20350753.jpg)\n* click \"Create webhook\"\n* enter password\n* \"Monitored object type\": company\n* \"Monitored event\": create\n* for \"Endpoint URL\" enter Webhook URL\n* for \"Nested objects\" enter:\ntags, addrs, companies\n* Enter name and description (e.g. n8n Test)\n* Set status to active and save"
      },
      "typeVersion": 1
    },
    {
      "id": "2f0f0aa7-ae85-4ff1-aec2-6e78b5b4bdab",
      "name": "Nota adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        840
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 140,
        "content": "## 3. get webhook URL from n8n\n* Double-click the first node in the workflow\n* Click once on the url next to POST"
      },
      "typeVersion": 1
    },
    {
      "id": "03bbfa92-95b1-4beb-a1b0-fc1a2958093b",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2260,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 500,
        "height": 1160,
        "content": "## 6. set up Research AI Agent\n### Set up Open AI Node\n* Register with Open AI\n* Surf to [https://platform.openai.com/api-keys](https://platform.openai.com/api-keys)\n* Click on \"Create New Secret Key\"\n* Enter name and project for the key, if applicable\n* Copy API key\n\n* Switch to n8n\n* Double-click \"OpenAI Chat Model\" node\n![Credentials](https://s3.42he.com/cscrm-marketing-page-production/Open_AI_Credetials_2fe0b1622d.png)\n![API Key](https://s3.42he.com/cscrm-marketing-page-production/Open_AI_API_Cred_aa0b80bb1e.jpg)\n"
      },
      "typeVersion": 1
    },
    {
      "id": "f3b11fd7-2fcf-4fe0-b272-e6326b1c6b53",
      "name": "Nota adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2780,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 380,
        "height": 980,
        "content": "## 7. set up CentralStationCRM protocol\n![CSCRM Credential](https://s3.42he.com/cscrm-marketing-page-production/n8n_Authin_Node_Header_Auth_87f7ac9f20.jpg)\n* Select credentials created in step 1"
      },
      "typeVersion": 1
    },
    {
      "id": "9ffff75c-ae83-4f5a-b656-3fea3da62e70",
      "name": "Nota adhesiva8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 820,
        "content": "## 2. set up CentralStationCRM n8n credentials\n![n8n menu](https://s3.42he.com/cscrm-marketing-page-production/n8n_menu_credential_c73f8802bb.png)\n![n8n cred type](https://s3.42he.com/cscrm-marketing-page-production/n8n_Header_Auth_f635973075.png)\n![n8n cscrm apikey](https://s3.42he.com/cscrm-marketing-page-production/n8n_cscrm_credential_9690dfc9a2.jpg)\nImportant:\n* select Header Auth as credential type\n* assign X-apikey as name\n* enter the CentralStationCRM API key under \"Value"
      },
      "typeVersion": 1
    },
    {
      "id": "9c9d77d8-159c-4e52-aad0-d2ccfcb84ac5",
      "name": "Nota adhesiva9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        780
      ],
      "parameters": {
        "width": 460,
        "height": 200,
        "content": "## Tools in this workflow\n* [CentralStationCRM](https://centralstationcrm.de), the easy and intuitive CRM Software for small teams. [Here is our API Documentation](https://api.centralstationcrm.net/api-docs/index.html) if you want to customize the workflow.\n* [ChatGPT](https://openai.com), the well-known ai chatbot\n* [Tavily](https://www.tavily.com/), a web search service for large language models"
      },
      "typeVersion": 1
    },
    {
      "id": "f387821a-8be9-46b9-9435-212c704a558c",
      "name": "Nota adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "width": 460,
        "height": 740,
        "content": "![CSCRM Logo](https://s3.42he.com/cscrm-marketing-page-production/Logo_Central_Station_CRM_0dd02e23d2.jpeg)\n# Auto-Enrich New CRM Companies with ChatGPT Web Research via Tavily\n\nIn this workflow, you use **ChatGPT** in conjunction with the **web search tool Tavily**.\n\n* the webhook is triggered when a new company is created in the CRM\n* the company data is transferred to ChatGPT\n* the AI agent searches the web with Tavily and converts the information into Markdown format\n* A note with the resulting information is added to your CRM\n\n\n\n*To edit the nodes: Simply double-click!\n\n*At the very end: Set the workflow switch to “Active”."
      },
      "typeVersion": 1
    },
    {
      "id": "4a3a7718-ff96-4ef5-90fe-6d03f0d81c25",
      "name": "Nota adhesiva6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        500,
        0
      ],
      "parameters": {
        "color": 7,
        "width": 420,
        "height": 980,
        "content": "## 1. set up CentralStationCRM API Key\n* log in to CentralStationCRM\n* click on the gear wheel in the top right corner\n\n![Accounteinstellungen](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_edb73dede7.jpg)\n![API Schlüssel](https://s3.42he.com/cscrm-marketing-page-production/CSCRM_Settings_API_cec6e99236.jpg)\n* click \"Create API key\" on the right-hand side\n* enter \"Description\" (e.g. n8n Test)\n* save\n* save the API key! The key cannot be called up again in CRM and is required for step 2."
      },
      "typeVersion": 1
    },
    {
      "id": "0cd3cfc1-74f4-400a-a5b7-0811d600ec4e",
      "name": "Research Agente IA",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        2380,
        800
      ],
      "parameters": {
        "text": "=We are a small consulting firm specialised on sales and marketing consulting. \n\nDo a deep research in German about the company \"{{ $json.body.record.name }}\". The research shall help sales people get a good overview about the company and allow to identify potential opportunities.\n\nUse the following structure:\n\n```markdown\n- **Name:** Firmenname\n- **Webseite:** http://foobar.com\n- **Zentrale:** San Francisco ([1](http://foobar))\n- **Gründungsjahr:** 2018 ([1](http://...), [2](http://...))\n- **Anzahl der Mitarbeiter:** 123 ([1](...))\n\nAllgemeine Beschreibung der Firma, inklusive Quellen. ([1](http://source))\n\n## Social media\n\n- **Linked In:** http://...\n- **Facebook:** http://...\n```\n\nThis structure is not complete, you can add more facts, social media sites or sections. You can use multiple searches, use more specific search queries if there are important facts missing. Add sources to every fact you mention.\n\nRespond only with the markdown itself, do not start with ```markdown.",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2
    },
    {
      "id": "e61f2c0b-defd-4e91-8e01-e9dc6c71e0ce",
      "name": "a mind space prompt for the ai",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        2660,
        980
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c4d18a52-57d1-4c9e-b8f8-f29440d12d38",
      "name": "Tavily Websearch Extract URLs",
      "type": "@tavily/n8n-nodes-tavily.tavilyTool",
      "position": [
        2560,
        1120
      ],
      "parameters": {
        "urls": [
          "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('urls0_URLs', ``, 'string') }}"
        ],
        "options": {},
        "resource": "extract"
      },
      "credentials": {
        "tavilyApi": {
          "id": "ORAd9u0WAvNAofCP",
          "name": "Tavily account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f8af5e5a-d411-4888-904a-d8f3df1be67e",
      "name": "Tavily Websearch Search the Web",
      "type": "@tavily/n8n-nodes-tavily.tavilyTool",
      "position": [
        2400,
        1120
      ],
      "parameters": {
        "query": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Query', ``, 'string') }}",
        "options": {
          "max_results": 15,
          "search_depth": "advanced"
        }
      },
      "credentials": {
        "tavilyApi": {
          "id": "ORAd9u0WAvNAofCP",
          "name": "Tavily account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "589de93d-74f3-4bde-a5da-8f92b572c59b",
      "name": "Add a note to company in CentralStationCRM",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2920,
        800
      ],
      "parameters": {
        "url": "https://api.centralstationcrm.net/api/protocols.json",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"protocol\": {\n    \"company_ids\": [{{ $('Company created in CentralStationCRM').item.json.body.record.id }}],\n    \"type\": \"ProtocolObjectNote\",\n    \"badge\": \"note\",\n    \"content\": {{ $json.output.toJsonString() }},\n    \"format\": \"markdown\"\n  }\n} \n",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "pqUNcvQBnqpxmMAD",
          "name": "Header Auth CSCRM test16"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "922a8cd5-ef4a-45a2-97fb-932c98ee7d8d",
      "name": "Company created in CentralStationCRM",
      "type": "n8n-nodes-base.webhook",
      "position": [
        2000,
        800
      ],
      "webhookId": "c8682af5-17b7-48f5-9be3-49ef787b40e5",
      "parameters": {
        "path": "c8682af5-17b7-48f5-9be3-49ef787b40e5",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "16f5b624-473c-424a-be92-f62e08907ce2",
  "connections": {
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Research AI Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Research AI Agent": {
      "main": [
        [
          {
            "node": "589de93d-74f3-4bde-a5da-8f92b572c59b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c4d18a52-57d1-4c9e-b8f8-f29440d12d38": {
      "ai_tool": [
        [
          {
            "node": "Research AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "e61f2c0b-defd-4e91-8e01-e9dc6c71e0ce": {
      "ai_tool": [
        [
          {
            "node": "Research AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "f8af5e5a-d411-4888-904a-d8f3df1be67e": {
      "ai_tool": [
        [
          {
            "node": "Research AI Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "922a8cd5-ef4a-45a2-97fb-932c98ee7d8d": {
      "main": [
        [
          {
            "node": "Research AI Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Generación de leads, RAG de IA

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos16
Categoría2
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
CentralStationCRM

CentralStationCRM

@centralstationcrm

CentralStationCRM ist das einfache und intuitive CRM für kleine Teams. Auf n8n teilen wir unsere Workflow-Ideen: für schnellere Abläufe und einen besseren Arbeitsalltag. CentralStationCRM is the simple and intuitive CRM for small businesses. On n8, we share CRM-workflow ideas to speed up your working life!

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34