Tavily を通じて ChatGPT によるインターネット調査で新規 CRM 企業情報を自動のに充実

• •HTTP Webhookエンドポイント（n8nが自動生成）
• •ターゲットAPIの認証情報が必要な場合あり
• •OpenAI API Key

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  "name": "Auto-Enrich New CRM Companies with ChatGPT Web Research via Tavily",
  "tags": [],
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        "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"
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        "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"
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        "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"
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        "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"
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        "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"
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        "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"
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        "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"
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        "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”."
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        "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."
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        "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.",
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        "promptType": "define"
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