Here is the full transcript of the video from the provided source:

so I've just built the ultimate lead generation agent and I'm super excited to share it with you
generate a list of leads for founders of marketing agencies in London United Kingdom Chicago
United States and Sydney Australia so as you guys can see the AI agent runs boom and just like
that the AI agent responds with "I've added 272 new contacts for founders of marketing agencies
in London United Kingdom Chicago United States and Sydney Australia." And if we open up the
Google Sheets that we've connected to the agent you can see that now we have a list of 272
different founders for marketing agencies and if we take a look at the actual location you can see
that the location is in line with what I actually requested from the AI agent now let's say we're
super interested in finding out more about this lead here James Ferman we can just go and grab
his LinkedIn URL and then tell the agent to research this lead and give the actual LinkedIn URL
and then just like that the agent is going to ru
n again and after about a minute the AI agent is going to respond with the research on James
Ferman is now complete please check your email for the full report and if I open up my inbox you
can see that 0 minutes ago we received an email that says James Ferman research report it's got
a nice photo of him and his company and then there's a whole bunch of information including his
information his company's information his interests the similarities between us different pain
points and solutions to those pain points that we can offer as a business and a whole bunch of
other granular information as well so as you can see this AI agent is extremely powerful imagine
pulling out your phone going on Telegram and recording a voice about what sort of leads you
want to generate and just like that you'll have a bunch of leads inside an Excel sheet and even
reports sent directly to your email so just before I get into the workflow and show you guys
exactly how everything is working under the hood I
wanted to let you guys know that as always I'm giving away this template for completely free it's
going to be in the link in the description down below so click on that link it's going to take you to
my free school community go to the YouTube resources section and look for the video that has
the title which is the same as this video's title and then just download the template import it into
your own workflow and follow along with the video to set it up exactly how I've set it up now let's
not waste any more time and get back to the video so the lead generation agent that we built is
called Lead Generation Joe as you can see he's a goofy guy all you guys have to do is open up
messages and then start texting him so let's just say hi we'll send that through and then we'll run
the AI agent and as you can see the AI agent runs and it uses the brain and it responds back to
us saying "Hi I'm lead generation Joe what leads can I help you scrape today just let me know the
locations business ty
pes and job titles and I'll take care of the rest." So I've just typed in "Please create a list of leads
for IT consultants in Toronto Canada and New York United States." So I'll send that through and
then the agent is going to respond back to me saying "Could you please specify the job titles
you're interested in for these IT consults?" So as you can see if I don't give enough information
otherwise the locations business types and job titles the AI agent is going to try and clarify with
me so it has enough information to actually scrape the lead so we're just going to respond with
founders please and if we run the workflow you can see that this time the brain is actually going
to call on the lead scraping workflow and then the lead scraping workflow is actually going to
scrape those leads put it inside this Google sheet that has all these different pieces of
information and then it's going to respond back to us saying "Done i've added five new contacts
for founders of IT consulting fi
rms in Toronto Canada and New York United States so let's take a look at the lead scraping
workflow as you can see the AI agent basically sends a query over to this workflow that starts
the workflow um and the query is in JSON formatting so over here we change it to actual JSON
you can see that it says the location has to be Toronto Canada and New York United States
which is what we asked and also the business or the business type or basically the industry is
going to be IT consultants and the job title is going to be founder and then what happens is that
information goes over to an Apollo scraper or an API that's actually using Apollo in the back end
to scrape leads and then it's scraping a list of leads so in this instance it only found five leads in
these um regions for IT consulting firm founders which is not usual it usually gets a lot more than
that but I guess it really just depends on what sort of keywords you guys are searching up and
also um in what regions you're actually se
arching that up so in terms of IT consultants in New York and United States Apollo doesn't really
have much information for the actual founders so that information is is then getting manipulated
through a bunch of different nodes and then eventually it's going to Google Sheets where it's
getting uploaded so if we go over here and we go to the very bottom you can see that we now
have five IT consultants here with only one of them being in Toronto and the rest of them being in
New York in United States so now let's test out the second capability of the AI agent let's say
please research this lead and send me an email with the report and then you basically just have
to chuck in the actual LinkedIn URL of that lead that you want to research and then let's say we
send it through to lead genen Joe and we run the workflow basically what happens in this
instance is the brain decides that it should call on the actual lead research tool um and the lead
research tool itself is basically a separat
e workflow which as you guys can see researches that actual lead and then sends off an email to
us with the actual research report for that lead so let's take a look at the actual lead research
workflow now the lead research workflow is a little bit more complex than the other workflow as
you can see it's separated to four different sections the first part is researching the actual
prospect so every time you send through a LinkedIn URL that LinkedIn URL gets sent to
Relevance AI via API and then Relevance AI basically just scrapes everything on that person's uh
LinkedIn account including their LinkedIn posts all the information on their LinkedIn account and
even their company LinkedIn account and then that information goes through a bunch of code
which basically just formats it into a nice report and then using the Perplexity API we do a bunch
of research about them online basically finding any information that exists about them or their
company and then the third API is using Apify to
scrape the Trust Pilot reviews about that actual lead and then that information is then getting
sent on to a bunch of OpenAI nodes that's going to analyze that information and extract a bunch
of valuable information for us so in this instance we're looking at creating a summary for that
actual person first so basically just a summary section that goes inside the report and then we're
looking at similarities so what sort of similarity points do we have with that person um because
using those similarity points you guys can obviously send some sort of cold outreach email that
says like "Hey me and you are both XY Z." And then you can obviously start a conversation and
try and convert them that way and then in the third analysis node we're basically looking at what
sort of pain points that person has which obviously depends on what sort of business they run
what sort of industry they're in what sort of job title they have and then based on those pain
points we're coming up with solutions
or opportunities of what we can offer them in order to obviously onboard them as a client so
basically these three analysis nodes work really well if you guys are sending out massive cold
outreach campaigns and you want to be able to analyze information that you can use inside
those called outreach campaigns um and then in the next node we basically have a generate
report node and in this node basically all the information is put getting put into a HTML report
and then once that HTML report has actually been created it's getting sent over to us via email so
if I open up my email you can see that this is the report for the person's LinkedIn URL that we
sent through their name is Mosa Regurai i hope I'm not saying that wrong um and then there's
basically just a whole bunch of information about them so as I said there's a summary section at
the top there's a person summary which is all the information about them specifically so for
example they have 12 years of experience in founding and
developing companies they're the founder and president of ATD technologies they have expertise
in fundraising business development modernization management leading organizations and
then after that there's a summary section for the actual company itself so AT Technology LLC
established in 2012 and based in Lake Grove New York is a forward-thinking staffing and
recruiting agency committed to diversity and inclusion so there's a bunch of information there
that just by reading that you'd know everything about their company um and then there's some
dot points as to what sort of interests they actually have so in this case she has interests in
entrepreneurship talent acquisition business development diversity and inclusion and
information technology um and then there's unique facts about this person unique facts are
really good if you guys are sending out cold emails because if you can reach out to them
mentioning a unique fact about them obviously that email will feel more personalized and
they feel like they have to respond back to you um so in this case Mezenna is not only the
founder and president of AT Technology but also serves as a founder and board member at
Tailored Staffing Inc demonstrating her extensive involvement in staffing industry and she's also
held some leadership positions at other places as well and then after that there's a similarity
section which basically just determines the similarities between you and that person and then
there's the opportunity section in the third analysis node which basically just looks at the pain
points that they potentially have um and these pain points are obviously pain points that are
related to your product or service so you obviously change that prompt for it to match your
product and service but in this case it's thinking of me which is an AI and automation agency and
then in the next column there's basically evidence as to why the large language model thinks that
this is the case and then there's also a solution wh
ich is basically what we can offer them to fix this painoint and the solution section is also
somewhat replicated down here with automation opportunities which basically just talks about
the different opportunities for automation or as I said different opportunities for us to sell them
on our service and then there's a whole bunch of other information which is more granular that's
actually been extracted from their LinkedIn account like their name the headline the location the
about us section the city the country the job title the company the company description and
bunch of other stuff and then usually there's an education section here which basically just goes
through all the different educational institutions that they've studied at um but in this instance
she doesn't have anything on her LinkedIn but this usually fills up the table and there's an
experience section here which similar to the education section this one actually looks at the
previous job history so worked at this com
pany the title in this company was this the date range was this and the location was this and then
same for this other company and then usually there's a section here that says recent LinkedIn
post which basically just scrapes the last 30 days of posts that they've made on LinkedIn but in
this case she also hasn't posted any sort of things on LinkedIn and then I'll just show you guys
what this looks like in another research report so in this instance it's a research report of myself
so as you can see that's me that's my company um that's the information that we just went
through over here we have my education and then we have my experience which is the places
that I've worked and over here this is my last two most recent LinkedIn posts so if I had more
LinkedIn posts over the past 30 days it would basically scrape all of those and then coming back
to me you can see that there's a Google research analysis section which is basically all the
research that was found on her company by searc
hing through Google and the tool used here is Perplexity and then we have a Trustpilot review
section which is meant to import the negative Trust Pilot reviews that they've recently received
so in this case they don't have any negative Trust Pilot reviews but if I bring up another example
and we scroll down you can see that this person has got a couple of one-star and two star Trust
Pilot reviews that were created recently so you can use these Trust Pilot reviews to also figure
out what sort of pain points they have and you can actually reach out to them saying "Hey I know
you guys got a negative review on this specific thing and this is how you guys can fix it this is
how we can help you." So if we come back to the actual Google sheet itself you can see that for
each lead there's a bunch of information that's being scraped there's their full name their email
address the phone number the location that they're in which is basically meant to be the city
followed by the actual state um an
d then there's also the industry that they're in which is basically the business type that we sent
through their company name the job title inside that company the seniority level inside that
company so are they founders in some instances they might be entry level like this person here
but we haven't really searched up for anyone entry level at this stage and then there's their
website URL and their actual LinkedIn URL and then at the very end there's also a column here
that is the actual research reports that we've created so in this instance this is James Ferman
which we just demoed before and if you go over here that's the actual research report that we
created for James in HTML format so now let's run through another demo and then I'm going to
show you guys exactly what's happening in every single node so let's say hey lead genenjo can
you please scrape a list of leads for owners of real estate agencies in Sydney Australia and
Oakuckland New Zealand so we'll send that through and t
hen let's run the workflow so as you guys can see basically what happens here is the actual
telegram trigger triggers because a new message has been sent to the actual chatbot and then
in the next node the workflow decides whether this was a voice message or whether it was a text
message so in this case it was a voice message so it went upwards and then the actual voice file
got downloaded from Telegram and it got transcribed and then once it got transcribed it got fed
to the actual AI agent which then sent that information over to its brain and decided okay well in
this case we have to call on the lead scraping tool so then it called on the lead scraping tool and
then it responded back to me saying done I've added 28 new contacts for owners of real estate
agencies in Sydney Australia and Oakuckland New Zealand so if we come back to the actual
Google sheet you can see that it is indeed true we we now have a bunch of leads for owners of
real estate agencies that are either in New Zealan
d or in Australia so taking a closer look here the actual first note is the trigger note obviously
every automation needs a trigger which basically just tells the automation hey it's time for you to
run and in this case obviously the trigger is a message being sent to the bot telegram so if you
guys want to set up this Telegram trigger yourself obviously the first thing you have to do is
create the bot and then once you create the bot you have to hook it up to your native let me show
you exactly how to do that so setting up a bot in Telegram is super easy all you guys have to do is
search up bot father like godfather but for bots godfather looking bot comes up and this is
exactly what you want to see so botfather this one here then you want to send it a message
saying start and once you send that there a instruction manual that comes up saying what do
you want to do next what we want to click on is new bot and then it's going to say all right you
want to build a new bot what are we goi
ng to call it so we're going to call this one lead generation Joe 2.0 so we'll send that through so
that's the name of the bot and then it's going to say okay well now you have to give me a
username for the username it has to end with bot so just keep that in mind so in this case let's
call it lead_jen Joe_2bot send that through and then it's going to say congratulations your new
bot has now been created and we don't really care about the rest of this message you want to
click on this me button and that's going to take you to the actual bot so if I click on start right
now nothing's going to happen cuz it's not connected to your NA10 account yet so coming back
to the bot father you can see that it gives you a token to actually access it via API and that token
is this one here so you click on it and then it's going to copy to clipboard so then once you've
created your bot and you've copied the actual API token to clipboard you want to come back to
your Telegram trigger and you want to c
lick on web hook URLs then as you can see two options come up the test URL or the production
URL now basically what these URLs are it's basically just a way for your Telegram bot to know
where it's meant to send the trigger once that message gets sent through inside Telegram itself
um and that's basically this URL here so it could either be a test URL or production URL the test
URL you want to keep when you're still testing so if I have test URL I'd have to manually click on
test workflow every single time for the actual workflow to work but if I were to activate this actual
workflow to click on activate I would want to be using the actual production URL and then in that
case I don't actually have to have the workflow open i can just close my laptop if anything just go
on my phone and talk to the bot and then that will run the workflow in the back end and then
respond to me so for the time being just because I'm going to show you guys how it works I'm
going to keep it as test URL but o
nce you guys have built it I would recommend clicking on activate and then going back and
changing it to production URL cool cool so now that we know what the web URL is going to be
and we also have access to the actual API key um there's a little bit of code that you guys have to
put into some sort of CLI so I'm going to give you guys access to this code inside the description
of this video so just click on that and you guys will be able to access the code so you don't have
to screenshot it or anything but basically what you guys want to do is you want to open up some
sort of CLI so in this case I've opened up terminal now you guys would open whatever else and
then you would paste in the actual code that I send you and then all you have to do is replace
these two parameters here so we've got web hook URL here here and then over here we've got
API key so the web URL will actually replace it with the actual web URL from NA10 so in this case
I'm using the test URL so I just click on copy
and then I will paste it here and then over here the second parameter the API key you'd basically
just go back to botfather you'd copy the actual API key to your clipboard and then you will replace
this section here with API key and then all you have to do is click on enter and just by doing that
your bot is going to be connected to this NA10 workflow so I'm obviously not going to do that
because I've already connected my bot to NA10 um but once you guys click that there's nothing
else you have to worry about the trigger is going to work so every time you send a new message
to your actual bot it will trigger and the workflow will run in the back end so then once that trigger
comes in or that message comes in it's going to be one of two different uh types obviously it's
either going to be a voice message or it's going to be a text message so this next note here this if
statement basically just decides whether it is a voice message or a text message so if it's a voice
it will go up and
if it's a text it will go down so in this case the last message that we sent was indeed a voice and
then the next node is basically just downloading that voice and that downloaded sort of
soundtrack now is sent over to OpenAI to transcribe to turn that voice into text so we can send it
through to the AI agent so I wouldn't recommend changing anything here you'd basically just
want to add your credentials which is super simple to do basically you just have to go to OpenAI
and get an API key and then pop it in here which is really easy and then that message gets sent
over to the AI agent itself so this was text what would happen is basically that information will
come through then it will get put into a parameter called text and then that parameter will be sent
over to the AI agent so as you guys can see in the actual AI agent itself the text comes in as a
user message which is basically just defining what the AI agent needs to do in that very instance
and obviously for this workflow we'
re using a tools AI agent and it's got this nice prompt here so getting into the prompt the prompt
has got four main sections we've got an overview section a tools section a rules section and also
an example section so basically for the overview we're basically just telling the AI agent what its
role is and we're giving it some context we're saying you are a lead generation agent responsible
for scraping and researching leads and the next section we've got the tools section which is
basically just telling the AI agent what sort of tools it has access to tool or basically what sort of
capabilities it has and for each capability which tool should it be calling so we've tried to keep it
really simple we've said use this tool for the lead scraping tool to scrape leads into a Google
sheet only call this tool once you have enough information to complete the desired JSON search
query so if we come back and have a look at the actual tool itself you can see that the tool is
basically just a NA1
0 workflow that's been connected so if you guys want to add more tools you just click on this
plus button and then you would click on call NA10 workflow tool and then you would obviously
go and build an NA10 workflow and then you would just choose it from this dropown menu here
and then just like that your AI agent will have access to that actual tool so deleting that one for
the actual lead scraping tool what we have is two sections obviously we've got the name of the
lead scraping tool i like to make the actual names for the tools descriptive of what that actual
tool is meant to achieve because obviously by doing that it removes all sort of uncertainty for the
AI agent as to what that tool exactly is and what when it should use it so then the second thing
we have to define inside a tool is the actual description of that tool inside the description of that
tool it's really tool for the first thing you have to do is basically just say when the AI agent is
meant to use that tool or basi
cally what that tool's used for so call this tool to scrape leads once you have enough details
about the search query kind of replicated the same thing I said inside the actual prompt you don't
necessarily have to replicate it and then the second thing you want to say in the description is
you want to tell the AI agent what sort of input format it should give to this tool so for the agent
to be able to communicate well with this actual tool it would have to send through a JSON
formatted query which includes these three arrays so the first array is the location array and it
basically just has the different locations that that person says inside the prompt um and really
important thing here is that we've replaced all the spaces with pluses so plus and plus and then
for the business it's the same sort of thing so business one here business two here and then for
the job titles it's also the same thing so then coming back to the actual AI agent you can see that
the second tool that we've de
fined is the lead research tool and I've told the AI agent that it's meant to use this tool to research
a lead by using the LinkedIn URL so if we take a look at the second tool it's also another NA10
workflow that we've connected as I showed you guys before so the name of this tool is the lead
research tool which is also descriptive and then for the actual description we've said you should
call this tool to research lead the input that you should give should be the LinkedIn URL and the
actual JSON formatting for the input should be this format here so now that the AI agent knows
what tools it has access to and how it's meant to use them we basically give the AI agent a
bunch of rules to define how we want that AI agent to actually behave so first rule is to ask
clarifying questions if you're unsure about something and the second rule is to ask questions to
gather enough information to actually satisfy the query for each of the tools and we saw that one
before when the AI agent basicall
y asks us to clarify exactly what job titles we want to use and then the next rule is telling the AI
agent it's meant to introduce itself as lead generation Joe and then the next one's basically just
saying that thing about the spaces and the plus so replace all the spaces with plus and then I'm
just reinforcing a couple of things to make sure that the AI agent is robust in how it acts so
depending on whether you guys want to add more things to this lead generation agent you'd also
add more rules and also add more tools to define that behavior and make sure that the AI agent
doesn't like stray away from it if that makes sense and then at the very end we have an example
which basically just is an example of an interaction with the AI agent so in this scenario it's
basically an example where an interaction with the AI agent to basically tell the AI agent how it's
meant to handle different situations so in this situation we said "Hi." The AI agent said "Hi I'm
Leen Joe what what can I do
for you these are the information that you have to give me." And then I basically just gave it a
specific request i said "I'm looking for Chicago United States Sydney Australia and financial
planners." And then lead genen Joe said "Awesome i think you forgot the job title." So it basically
clarified to make sure it has enough details and I said "Only CEOs please." And then what lead
genen Joe did is that it basically called on the lead scrape tool with this JSON formatting here
and then the tool responded to it saying we've added 25 new contacts to the Google sheet and
then lead genenjo used that response to respond to us so this is basically just like a example of
an ideal situation of how a certain scenario should be handled by lead genenjo so then lead
genenjo is obviously connected to a simple memory and that's basically just allowing the AI
agent to be able to remember previous conversations or previous messages in this case we want
the AI agent to remember 10 previous messages th
at's been sent through and we've defined the actual key of that memory to be the same as the
chat ID of the actual Telegram chat so if we were to open up a new chat that 10 will kind of
refresh but if we're still in one chat it's going to remember the last 10 messages inside that
specific chat and obviously as always the AI agent is connected to a brain and in this case we're
just using GPT40 so then once the lead genen agent gets a response back whether from the
brain or from the actual tools or the workflows itself it will send that response back to us in
telegram so if it's an error it's going to send an error response saying whatever the error was or
why whyever the tools didn't work so you guys can come back and try and figure out what was
wrong there and solve that edge case or if it was a success it will basically just return the actual
output from that tool or the brain back to us inside Telegram and that's what we see on the actual
chat interface when the bot responds to us so
taking a closer look at the actual lead scraping workflow you can see that the first trigger that we
have is a when executed by another workflow trigger and the when executed by another workflow
trigger basically just tells the automation or the workflow that it should run when another
workflow calls upon it so as you can see the input that came in from the other workflow or the AI
agent was the actual query itself and if we go back to the actual lead agent itself and go to logs
and click on lead scraping you can see that indeed a query was sent over with the location
business and job title arrays and that's reflected here so then in the next node once that
information comes in it's being converted into proper JSON formatting so as you can see now we
have location Sydney Australia and Oakland New Zealand and the business type is real estate
agencies and the job title is the owners of real estate agencies and then that information is going
through a bunch of custom JavaScript code whic
h is converting that information to a URL so we can scrape that URL from Apollo so if I basically
grab this and click on copy and then paste it into Google you can see that once it runs Apollo
would come up and inside Apollo that specific search is being prepopulated so real estate
agencies we're looking at owners and we're looking at Sydney Australia and Oakuckland New
Zealand so then this page is what we're basically scraping in order to be able to grab information
about those leads to put inside the Excel sheet so to do this what I've had to do is I've had to
basically analyze the URL that Apollo has and figure out how we can convert a certain search
query to a certain URL because obviously the URL isn't just as simple as saying business this
location this yada yada yada then it looks pretty confusing here so I wouldn't really recommend
changing this code if you guys decide to change the actual parameters inside the query to have
more things than just location business and job title
you'd probably need to come back to Apollo add that specific thing to the lefthand side and then
see how the URL changes and then update that code to account for that change inside your
actual workflow if that makes sense now if you guys don't know how to code you don't have to
necessarily worry about it you can just ask chatbt and chatbt will be more than capable of
analyzing it and giving you this custom code that will convert the query to a URL for you to
scrape so then once that URL has been created it's actually being sent over to a HTTP request
node which is making an API call to a tool on Apify in order to scrape that actual URL itself so
you guys wouldn't necessarily need to change anything in this HTTP request node the only thing
you'd have to change is your URL and also the actual API key itself in the HTTP request node so
you guys want to open up your Apify account now if you guys don't have an AFI account it's
basically very simple to make one and they also give you $5 of
free credits per month so Aify is really good depending on how many leads you guys want to
scrape you might not even have to pay Apple but if you guys do decide to buy an Apple
subscription you can put code 20 kgm which is 20 followed by my name in as a promo code and
you guys will get 20% off and I'll get a little kickback on it as well so then once you're in Appify
you basically just want to click on Appify store and then look for Apollo scrapers and a whole
bunch of different Apollo scrapers will come up the one that you want to click on is the one that
says up to 50K leads this one's the cheapest one probably the one that I would recommend for
you guys to use so basically just click on this one you want to click on save so then you can refer
back to it later if you'd like to and then all you have to do to connect it to your NA10 account is
basically just click on API and then click on API endpoints look for the one that says run actor
synchronously and get data set items click on c
opy to clipboard come back to NAN replace the actual URL and then as you can see at the very
end it would say token equals to and it would have your actual API key there so you can literally
just keep it like that and remove this API key in the query parameters if you want to but if you
want to set it up like how I've set it up you can basically just copy that bring it down here paste it
in keep token as the name and then for the actual API key bring it down to the actual value now
I've removed my API key and I've just kept this anonymous sort of parameter so you guys don't
have access to my API key but for you you would be able to see your API key here at the end so
then coming down to the actual request that we're sending through to Appify we're basically
saying that we want to get personal emails although I haven't actually put it inside the Google
Sheets we want to get work emails and we want a total records of 500 now this specific ampify
tool needs you to give a total records num
ber of minimum 500 which basically means if there is 500 leads to be scraped they will be
scraped but in scenarios like what we saw before if there's only five or 10 or 20 leads that Apollo
can find then in that case it would only scrape those five to let's say 20 leads and then the last
parameter which is the most important one is the actual URL that we're trying to search on
Apollo to scrape those links so it is worth mentioning that there is also another Apify API that you
guys can use or a different tool it's this one here that's called Apollo Scraper unlimited no cookie
75 cents per,000 by Supreme Coder there is pros and cons to either of these tools the reason
why you might want to use this tool is that this tool gives you a couple of additional parameters
compared to the other tools so this one also gives you number of employees I think from
memory and also it gives you a couple of other minor things that you can add into the Google
Sheets if you'd like but the problem with this
Apify tool is that unless you have a paid Apollo account it's only going to scrape 25 leads per
request so not 500 not a,000 every time you send that request it can only take 25 leads but it is
cheaper per thousand so it's really up to you guys if you want to save money it might be
worthwhile to use this Apollo tool instead of the other one so moving on we can see that the
Apollo scraper pulled in 28 leads in the next node what we're doing is we're extracting all the
important pieces of information from the actual Apollo API output so there's a whole bunch of
different parameters that that Appify tool will give us we don't really care about everything or at
least I don't really care about everything so I'm just extracting the ones that I care about which is
their full name email address LinkedIn URL seniority level job title company name location
country their phone number website URL and their business industry so it's really up to you guys
if you want to add more of these uh paramet
ers you can literally just click on that drag and input fields put a name for that parameter let's say
height imagine if you wanted to get the person's height um and then you would drag in whatever
parameter is equal to that person's height but we're not going to do that for this instance and as
you guys can see for this number one it looks like it's a really complicated piece of JSON variable
code that I have here but basically what this is doing is it's just saying if there is a number then
pull in the number if there is no number then just say that it's null and we've had to do this to
make sure that the workflow doesn't break because a lot of people don't actually have their
numbers on Apollo in this instance this person didn't even have their email address on Apollo
probably because they're a real estate agent but for a lot of people probably 99% of leads that
you scrape they will have an email address so then once that information comes in uh there is
this really cool node that b
asically removes all the duplicates not duplicates inside these 28 items but it removes all the
duplicates from previous executions so let's say if you guys are searching up real estate
agencies in um Sydney I know Sydney and stuff because I'm from Australia i don't really know the
uh United States states but let's say if you guys search up Sydney and then you want to search up
Melbourne and then you want to search up let's say Perth which is three different places inside
Australia you might get some duplicates depending on how Apollo would show that data and
then this node over here basically just checks the items that came in from this execution against
the other executions and removes the ones that are repetitive so it doesn't double add it to the
actual Google sheet node now with that being said I really wanted to put this node in just to show
you guys what it does uh but you really didn't need this node because in the next node we're
actually uploading this to Google Sheet and wha
t we have here is an append or update row node and basically what this means is that it will look
through the actual Google sheet itself and it will match each item from the previous node to the
rows inside the Google sheet so let's say for example if inside the Google sheet there is a
LinkedIn URL that is Kevin Collins then it will match it to that specific row and it will update that
row as opposed to add a duplicate row at the very end if that makes sense so to connect yourself
to Google Sheets it's also very simple you want to click on create new credential and then you
just want to sign in which is really simple and straightforward and then you can choose which
column you want to match on i would probably say LinkedIn URL is the best because it's the
hardest for the LinkedIn URL to be the same across any two people like I don't think will ever
happen um and then I've just uploaded each of those data points from the previous node into the
actual Google sheet itself so feel free to
add more columns to the actual Google sheet if you'd like and then also pull it in from the
previous node to upload it to that column from NAN so in the next node what I've done is I've
basically just defined a new parameter that is pulling in the length of the previous node's items or
basically how many items is in the previous node and then it's saying this length new contacts
has been added to Google sheet so basically let's say if we've scraped 500 different people or
different leads the length or the number of items in the previous node would be 500 and it will
say 500 new contacts has been added to the Google sheet now because there's 2 items coming
through this would also output 28 different parameters saying the same exact thing so in the
next node I've basically just limited that down to one single parameter which is going to say
output 28 new contacts have been added to the Google sheet and then that output is going to be
sent back to your AI agent once the workflow runs succ
essfully so your AI agent knows that the workflow actually worked and how many leads were
uploaded so if we come back here you can see that the output from the lead scraping workflow
was indeed 28 new contacts have been added to the Google sheet and then based on that
information the AI agents responded to us saying done i've added 28 new contacts for owners of
real estate agencies in Sydney Australia and Oakuckland New Zealand let me know if there's
anything else that I can assist you with and then at the very end obviously that's being uploaded
to the memory so the AI agent can remember that for the next messages inside the conversation
so now let's quickly work through the lead research workflow if we come back to the Google
Sheets let's just grab someone's LinkedIn URL let's say Clarissa Yao she is a marketing she runs
a marketing agency in the United Kingdom so let's just grab her LinkedIn URL and then actually
we can test the agent here let's see what her name was so Clarissa Yal
e let's grab her name let's say please research Clarissa Ya so we'll send it through we'll run the
agent agent will respond saying "Can you please provide me with the LinkedIn URL for Clarissa
Yao?" So this goes back to the actual system message or the prompt that we defined for the
agent we said to always make sure you have enough information and always clarify things if
you're not 100% so in this case we'll paste in the LinkedIn URL we'll send it through we'll run the
agent again and as you guys can see this time it goes to the brain and the brain decides that hey
I got a call onto the lead research workflow so I can actually research this person so then coming
back to telegram you can see that the AI agent says that they've created a research report on
Clarissa Yao which is sent to my email so before we check out the actual research report itself
I'm going to quickly take you guys through the actual research report workflow again the query is
coming in but in this instance there's n
ot multiple different objects or multiple different uh arrays so there's no need to try and reconvert
it into JSON formatting in this case it's already in JSON formatting so so that's perfect and then
moving on basically what's happening here is we're grabbing that LinkedIn URL and we're sending
it via an API request to a relevance AI tool to scrape all the information on Clarissa's LinkedIn
account so as you can see the result of that is all of these different parameters we've got the
about section the company section the company website educations experience all the different
stuff that would be on someone's LinkedIn profile now setting this up for yourself is also
extremely simple you basically just want to open up your relevance AI account now if you guys
don't have a relevance AI account it's very simple to make one just search up relevance AI and
then create yourself a free account so then you want to go to the tools section which is going to
be on the left hand uh menu bar and t
hen once you choose the tool section so I'm already on the tools section you want to click on this
import button and then once you click on this import button you basically just want to import the
tool that I give you guys access to inside my free school community so basically you'd import the
tool and then once you import it you'd see something like this which would basically say LinkedIn
research tool you want to just click on that tool and then once you click on that tool you can see
how it's actually been set up you don't have to worry about anything all you have to do is go and
click on use then go and click on API and then over here you basically want to just grab the API
information so that you can connect NA10 to your instance of this tool so the first thing you want
to do is you want to basically just copy the actual URL itself you want to come to the re lead
research tool and paste it in as the URL and then you want to go and click on generate API key
and then you want to cop
y that API key come back to the NA10 workflow and replace the value of this authorization
section or this authorization parameter with your actual API key so I just realized that I gave you
guys access to both my API keys um so I'm going to be changing that but yeah just basically
paste in your API key here and then there is a body that we're sending over with this request and
this body has two parameters one of them is the LinkedIn URL which is obviously what we're
using to scrape and then one of them is saying how many days of post do we want to scrape so
in this case we're scraping 30 days of post but if you guys want to scrape 100 days you can
change it to 100 if you want to scrape only 5 days you can change it to five really up to you so
once that information comes in there's three separate code nodes that's basically just certain
parts of that information um and they're creating a HTML section that's going to go inside the
final report so this one's creating the experiences table
this one is creating the education table you guys don't have to mess around with this just leave it
as it is and then after that we're basically using another API request but this time the API request
is being sent over to Perplexity and we're basically just trying to research the company of that
specific prospect using all the information that's available publicly online like their website and
any sort of press or any other sort of articles about them online so then to do this you obviously
want to connect yourself to Perplexity connecting to Perplexity is also very easy you basically
just want to open up Perplexity you can see that I was asking about hotkeys um and then you can
click on this settings and then you want to click on API and put in some credits and you will have
your API key at the bottom there so then coming back here if you guys don't want to use
Perplexity you could also just use GPT40 search uh GPT4 search preview um or even GPT40
search preview mini which is a lot
cheaper than Plexity really up to you guys um and then we just have a prompt here that we're
saying you are a researcher in a business development team your job is to find as much research
as you can about a prospect company and then I've basically just told it what company it's meant
to be searching up so I've grabbed the name from the previous node so I'd said Sinoowave or
Senoave in this case and also the actual website so it 100% knows exactly what company it's
meant to research about online so then once that information comes from Plexity it's been sent
to another code node which is reformatting the actual URLs or the citation links or basically
where the information has been scraped from um which is also going into the final report and
then over here we're making another API request to an Ampify tool this one's called Trust Pilot
reviews and basically what it does is it scrape negative Trust Pilot reviews for a certain person
and so to set that one up you always want to obviously
come back to Appy click on Appy Store and then search up for Trust Pilot reviews and then you
want to look for the one with the fire emoji from Nikita you want to click on that one as I said you
want to save it for yourselves and and then all you have to do as I said before as well you want to
just click on API go to API endpoints scroll down to the one that says run access synchronously
and get data set items click on copy come back to the workflow and replace this URL with the
URL that you copied in and then you don't even need a authentication type we don't need to
authorize you basically have already authorized using the actual URL cuz it's going to give you
the token at the very end of the URL like before so then we're also sending a body with this actual
request the body has a couple of parameters in this instance first one's the company domain
which is basically just saying what company are we looking for reviews for that was not proper
English but you get what I mean and then
we have basically another couple of parameters so this one's saying how many reviews are we
scraping so in this case we're scraping the five most recent reviews um and these reviews are
going to be the five mo most recent reviews that are 1 two or three star and then basically just
defining that we want to start from page number one and we don't necessarily need reviews that
are verified or we don't necessarily need reviews that have replies against them so basically this
API request is going to try pull those Trust Pilot reviews but in a lot of instances if the company
isn't super huge they're not going to have any Trust Pilot reviews so you might get a 400 error
code um in this instance what we've done is we've defined that if we do get an error code you
should just continue anyway so it doesn't break the workflow there so then that information is
being sent over to a code node that's meant to put those reviews in a nice format now in this
instance there was no Trustpilot review so t
here's not really much inside this HTML code and then in the next section we just have the
analysis section which obviously inside this section we're trying to analyze that information so
we can extract insights that's going to help us run our call email campaign or call DM campaign
or whatever we're trying to use that information for so in this instance I have three nodes the first
one is basically just summarizing all the information about that person and then summarizing all
the information about that company i'm not going to go through the actual prompt but as I said
I'm going to give you guys access to this workflow so feel free to read through the prompt to
yourself and I would just recommend changing each of these prompts to suit your actual use
case um for example in this instance it's obviously starting with you are part of the business
development team at Kimxar which is an AI consultancy which is my company not yours so you'd
want to change that to your business and then you
'd want to change whatever other specific information there is about my business or my use case
to whatever information you want for your use case so then in the next node we have a
similarities node in this node is trying to identify the similarities between me and the actual
person and the reason why I like to do this is because in cold email campaigns and even in
consultations it's really good to know what you guys have in common before you jump on a call
because a lot of times when two people are either meeting for the first time or you're sending an
email to someone for the first time like there is a certain barrier or certain ice of like I don't know
who you are and if you guys have something to connect on then obviously that's really good
because it will allow that sort of ice to be broken and that barrier to be broken um but obviously
you can change this to your own use case but basically knowing what sort of similarities you
have with a certain prospect will help break that ba
rrier and make that whole interaction smoother um but feel free to change it if you guys don't
want to know about similarities and then the next note we have pain points and solutions which
is the most important part of the actual analysis itself it's basically saying this is the prospect
this is my company figure out what sort of pain points they have figure out how I can solve those
pain points and onboard them as a client but yet again this is all based on my business and my
products and my services and my tactics so I'd recommend reading through this and changing
the parts that doesn't apply to you so you can obviously tweak it for your own business but I'll
definitely recommend keeping this pain points and solutions uh node here as well and then if you
guys want to add more analysis sections feel free to just add that afterwards here and then we
have the create report section where all of this information is being put into a nicely structured
report so that is uh Clarissa and that
's her company and then that's the whole information that we have gathered from her inside that
report this is obviously just HTML code um there's these different sections that I've imported
from the previous node so if you guys do decide to add any nodes to this actual workflow you'd
basically just add little sections into this HTML template and then you'd basically just pull in that
data if that makes sense so I'd probably recommend you guys keep it as it is but if you want to
add more feel free to um at least you change this name this one's called consultant research
report you want to change it to whatever research report whatever reason you guys have for
creating these research reports and then once that HTML report is created it's being sent off as
an email so you guys want to obviously just connect your own email here and then you also want
to define what email address you want to send it to so in this instance I'm sending it to myself
but you would probably want to send it to y
our own email address um and then there's a subject line for that email which in this instance is
just her name plus research report at the very end and we're just saying that the actual email
content is being sent over as HTML because we've created the HTML report um we've just pulled
that one in here as well report get sent off through email so so coming back to my email you can
see that I have indeed received a research report for Clarissa that's all the information so that's
her personal summary that's her company summary that's her interest that's unique facts that's
our similarities and the other information that I talked about before as well so then coming back
here once that research has been sent to you via email it's also being uploaded to the Google
Sheets document and obviously for this we just have the append or update row again because
we don't want to add it to the end every single time we want to update the rows because it's
usually people that we've already scraped and
added to the Google sheet before we're matching it based on LinkedIn URL again we're leaving all
the other columns empty and then we're just adding the research report to the final column so
that if we come take a look at Clarissa inside our actual lead agent Google sheet document you
can see that at the very end we now have the actual research report as well so if you guys want
to use this for any use case like cold email or call DM or whatever you can grab that research
report and put it inside your own workflow to say hey this is the research report that we have use
this research report to create an email that will do X Y and Zed so then just like that we're able to
build a very costefficient lead generation and lead research AI agent called Lead Gen Joe and as I
said I'm going to give you guys access to all of the templates for Lead Gen Joe in the description
down below so feel free to go to my free school community and just download it import it into
your own workflow and tweak i
t however you'd like now as always if you guys found this video useful I would appreciate it if you
guys like and subscribe and let me know in the comments down below but otherwise I will see
you guys in the next