Overview
An AI-powered consulting accelerator built in n8n that researches public companies, analyses strategic priorities and identifies consulting opportunities.
The workflow combines Tavily search with OpenAI reasoning to automatically generate executive-quality strategic assessments suitable for consulting pursuits, account planning and business development.
Business Problem
Consulting teams spend hours researching clients before preparing proposals.
This workflow reduces that work to minutes by automatically:
researching the target company analysing strategic priorities identifying AI and digital transformation initiatives suggesting consulting opportunities producing an executive pursuit plan
Future Improvements CRM integration Salesforce export PowerPoint generation Opportunity scoring using structured AI outputs Automatic email drafting