Research Business Leads with Perplexity AI & Save to Google Sheets using OpenAI Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Automatically research new leads in your target area, structure the results with AI, and append them into Google Sheets — all orchestrated in AlekSystem. ✅ What this template does Uses Perplexity to research businesses (coffee shops in this example) with company name + email Cleans and structures the output into proper JSON using OpenAI Appends the new leads directly into Google Sheets, skipping duplicates > Trigger: Manual — “Start Workflow” 👤 Who’s it for Sales & marketing teams** who need to prospect local businesses Agencies** running outreach campaigns Freelancers** and consultants looking to automate lead research ⚙️ How it works Set Location → define your target area (e.g., Hershey PA) Get Current Leads → pull existing data from your Google Sheet to avoid duplicates Research Leads → query Perplexity for 20 businesses, excluding already-scraped ones Write JSON → OpenAI converts Perplexity output into structured Company/Email arrays Split & Merge → align Companies with Emails row-by-row Send Leads to Google Sheets → append or update leads in your sheet 🛠️ Setup instructions Follow these sticky-note setup steps (already included in the workflow): 1) Connect Google Sheets (OAuth2) In AlekSystem → Credentials → New → Google Sheets (OAuth2) Sign in with your Google account and grant access In the Google Sheets node, select your Spreadsheet and Worksheet Example sheet: https://docs.google.com/spreadsheets/d/1MnaU8hSi8PleDNVcNnyJ5CgmDYJSUTsr7X5HIwa-MLk/edit#gid=0 2) Connect Perplexity (API Key) Sign in at https://www.perplexity.ai/account Generate an API key: https://docs.perplexity.ai/guides/getting-started In AlekSystem → Credentials → New → Perplexity API, paste your key 3) Connect OpenAI (API Key) In AlekSystem → Credentials → New → OpenAI API Paste your OpenAI API key In the OpenAI Chat Model node, select your credential and a vision-capable model (e.g., gpt-4o-mini, gpt-4o) 🔧 Requirements A free Google account An OpenAI API key (https://platform.openai.com) A Perplexity API key (https://docs.perplexity.ai) AlekSystem self-hosted or cloud instance 🎨 How to customize Change the Search Area in the Set Location node Modify the Perplexity system prompt to target different business types (e.g., gyms, salons, restaurants) Expand the Google Sheet schema to include more fields (phone, website, etc.) 📬 Contact Need help customizing this (e.g., filtering by campaign, sending reports by email, or formatting your Google Sheet)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

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