> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.

# n8n

> Automate prospect research with n8n workflows.

## Overview

[n8n](https://n8n.io) is a workflow automation platform that lets you connect CallPrep
to your CRM, email tools, Slack, and more — without writing code.

<Note>
  The official CallPrep n8n template is coming soon.
  In the meantime, use the HTTP Request node as described below.
</Note>

## Setting up credentials

1. In n8n, go to **Credentials** → **New** → **Header Auth**
2. Set **Name** to `Authorization`
3. Set **Value** to `Bearer cp_live_your_api_key_here`
4. Save as **CallPrep API**

## Workflow: Research a prospect from a form submission

This workflow triggers when a new prospect is added (e.g. from a Typeform or HubSpot form)
and enriches them using CallPrep.

### Step 1 — Trigger

Use any trigger node: Webhook, HubSpot, Salesforce, Google Sheets, etc.

### Step 2 — POST /research

Add an **HTTP Request** node:

| Field             | Value                                                            |
| ----------------- | ---------------------------------------------------------------- |
| Method            | POST                                                             |
| URL               | `https://rpiqzfzokrwxavztrpmp.supabase.co/functions/v1/research` |
| Authentication    | Header Auth → CallPrep API                                       |
| Body Content Type | JSON                                                             |

**Body:**

```json theme={null}
{
  "email": "={{ $json.email }}",
  "prospect_name": "={{ $json.name }}",
  "company_name": "={{ $json.company }}"
}
```

### Step 3 — Wait 30 seconds

Add a **Wait** node set to 30 seconds.

### Step 4 — GET /research-status

Add another **HTTP Request** node:

| Field          | Value                                                                                            |
| -------------- | ------------------------------------------------------------------------------------------------ |
| Method         | GET                                                                                              |
| URL            | `https://rpiqzfzokrwxavztrpmp.supabase.co/functions/v1/research-status/={{ $json.research_id }}` |
| Authentication | Header Auth → CallPrep API                                                                       |

### Step 5 — IF: Check status

Add an **IF** node:

* Condition: `{{ $json.status }}` equals `completed`
* True → continue to next step
* False → loop back to Wait node (use a **Loop** node)

### Step 6 — Use the data

Send the enriched data to Slack, update your CRM, create a brief document — whatever fits your workflow.

## Example use cases

<AccordionGroup>
  <Accordion title="Enrich new HubSpot contacts automatically">
    Trigger on new HubSpot contact → CallPrep research → Update HubSpot contact properties
    with summary, company insights, and opening talk tracks.
  </Accordion>

  <Accordion title="Pre-meeting brief in Slack">
    Trigger 30 minutes before a Google Calendar meeting →
    Research the attendee's email → Post a brief to your Slack channel.
  </Accordion>

  <Accordion title="Enrich leads from LinkedIn lead gen forms">
    Webhook from LinkedIn → CallPrep → Add to CRM with full enrichment.
  </Accordion>
</AccordionGroup>

## Coming soon

The official CallPrep n8n node will support:

* Native credential management
* Automatic polling (no Wait node needed)
* Structured output mapping