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Automated Company Insights and CRM Update

Automated Company Insights and CRM Update is a 30-node automation blueprint connecting OpenAI, Notion, Crunchbase. Inspect its trigger, execution graph, branches, and implementation requirements.

OpenAINotionCrunchbaseLinkedInExa.aiSerpApi

Interactive system map

Follow the runtime. Inspect what supports it.

Solid horizontal paths show main-channel execution. Violet dependencies sit beneath the exact step they configure or empower.

30

Nodes

30

Links

1

Run groups

Connected tools

6 integrations

  • OpenAI
  • Notion
  • Crunchbase
  • LinkedIn
  • Exa.ai
  • SerpApi

Canvas controls

Fit wide systems, then zoom into any run group.

Automated Company Insights and CRM Update execution lanes1 run groups containing 30 workflow nodes and 30 visible links. Solid horizontal lines are main-channel runtime links. Violet dashed lines connect typed dependencies beneath the runtime step they support. Focus any node to inspect its immediate path.When clicking ‘Test workflow’. trigger node, manualTrigger. 0 incoming and 1 outgoing connections.STARTWhen clicking ‘Test workf…TRIGGERMANUALTRIGGER0 IN / 1 OUTSet Source Company. transform node, set. 1 incoming and 1 outgoing connections.STEP 02Set Source CompanyTRANSFORMSET1 IN / 1 OUTCompetitor Search via Exa.ai. integration node, httpRequest. 1 incoming and 1 outgoing connections.STEP 03Competitor Search via Exa…INTEGRATIONHTTPREQUEST1 IN / 1 OUTResults to List. transform node, splitOut. 1 incoming and 1 outgoing connections.STEP 04Results to ListTRANSFORMSPLITOUT1 IN / 1 OUTExtract Domain. transform node, set. 1 incoming and 1 outgoing connections.STEP 05Extract DomainTRANSFORMSET1 IN / 1 OUTRemove Duplicates. integration node, removeDuplicates. 1 incoming and 1 outgoing connections.STEP 06Remove DuplicatesINTEGRATIONREMOVEDUPLICATES1 IN / 1 OUTLimit. integration node, limit. 1 incoming and 1 outgoing connections.STEP 07LimitINTEGRATIONLIMIT1 IN / 1 OUTLoop Over Items. integration node, splitInBatches. 2 incoming and 1 outgoing connections.STEP 08Loop Over ItemsINTEGRATIONSPLITINBATCHES2 IN / 1 OUTCompany Overview Agent. ai node, agent. 9 incoming and 1 outgoing connections.STEP 09Company Overview AgentAIAGENT9 IN / 1 OUTCompany Product Offering Agent. ai node, agent. 5 incoming and 1 outgoing connections.STEP 10Company Product Offering …AIAGENT5 IN / 1 OUTCompany Product Reviews Agent. ai node, agent. 5 incoming and 1 outgoing connections.STEP 11Company Product Reviews A…AIAGENT5 IN / 1 OUTCollect Results. transform node, set. 1 incoming and 1 outgoing connections.STEP 12Collect ResultsTRANSFORMSET1 IN / 1 OUTInsert Into Notion. Notion node, notion. 1 incoming and 1 outgoing connections.STEP 13Insert Into NotionNOTIONNOTION1 IN / 1 OUT2sec. integration node, wait. 1 incoming and 1 outgoing connections.OUTCOME2secINTEGRATIONWAIT1 IN / 1 OUTOpenAI Chat Model1. OpenAI node, lmChatOpenAi. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1OpenAI Chat Model1OPENAILMCHATOPENAI0 IN / 1 OUTCheck Company Profiles Exist. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Check Company Profiles Ex…AITOOLHTTPREQUEST0 IN / 1 OUTSearch Crunchbase. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Search CrunchbaseAITOOLHTTPREQUEST0 IN / 1 OUTGet Company News. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Get Company NewsAITOOLHTTPREQUEST0 IN / 1 OUTStructured Output Parser1. ai node, outputParserStructured. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Structured Output Parser1AIOUTPUTPARSERSTRUCTURED0 IN / 1 OUTSearch WellFound. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Search WellFoundAITOOLHTTPREQUEST0 IN / 1 OUTSearch LinkedIn. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Search LinkedInAITOOLHTTPREQUEST0 IN / 1 OUTWebscraper Tool1. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Webscraper Tool1AITOOLHTTPREQUEST0 IN / 1 OUTOpenAI Chat Model. OpenAI node, lmChatOpenAi. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1OpenAI Chat ModelOPENAILMCHATOPENAI0 IN / 1 OUTSearch Company Website. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Search Company WebsiteAITOOLHTTPREQUEST0 IN / 1 OUTWebscraper Tool. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Webscraper ToolAITOOLHTTPREQUEST0 IN / 1 OUTStructured Output Parser. ai node, outputParserStructured. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Structured Output ParserAIOUTPUTPARSERSTRUCTURED0 IN / 1 OUTOpenAI Chat Model2. OpenAI node, lmChatOpenAi. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1OpenAI Chat Model2OPENAILMCHATOPENAI0 IN / 1 OUTSearch Product Review Sites. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Search Product Review SitesAITOOLHTTPREQUEST0 IN / 1 OUTWebscraper Tool2. ai node, toolHttpRequest. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Webscraper Tool2AITOOLHTTPREQUEST0 IN / 1 OUTStructured Output Parser2. ai node, outputParserStructured. 0 incoming and 1 outgoing connections.DEPENDENCY · DEPTH 1Structured Output Parser2AIOUTPUTPARSERSTRUCTURED0 IN / 1 OUT

Signal inspector

Focus, hover, or select a step to isolate its runtime and support links.

Main-channel runtimeTyped dependencytriggeraidecisiontransformintegration
Scroll horizontally to follow every connected flow.30 connected nodesEnter or click to lock · Escape to clear

Runtime breakdown

Read the execution spine before its dependencies.

Each run group separates main-channel steps from the models, tools, retrievers, and data services that support them. Start and outcome labels apply only to runtime nodes.

01

Run Group

When clicking ‘Test workflow’

14 Execution Links16 Support Dependencies

  1. Start

    When clicking ‘Test workflow’

    Trigger

  2. Step 2

    Set Source Company

    Transform

  3. Step 3

    Competitor Search via Exa.ai

    Integration

  4. Step 4

    Results to List

    Transform

  5. Step 5

    Extract Domain

    Transform

  6. Step 6

    Remove Duplicates

    Integration

  7. Step 7

    Limit

    Integration

  8. Step 8

    Loop Over Items

    Integration

  9. Step 9

    Company Overview Agent

    AI reasoning

  10. Step 10

    Company Product Offering Agent

    AI reasoning

  11. Step 11

    Company Product Reviews Agent

    AI reasoning

  12. Step 12

    Collect Results

    Transform

  13. Step 13

    Insert Into Notion

    Integration

  14. Outcome

    2sec

    Integration

Attached dependencies

These nodes support the runtime above; they are not additional starts or outcomes.

16 nodes

  • OpenAI Chat Model

    AI reasoning dependency

  • Search Company Website

    AI reasoning dependency

  • Webscraper Tool

    AI reasoning dependency

  • Structured Output Parser

    AI reasoning dependency

  • OpenAI Chat Model1

    AI reasoning dependency

  • Check Company Profiles Exist

    AI reasoning dependency

  • Search Crunchbase

    AI reasoning dependency

  • Get Company News

    AI reasoning dependency

  • Structured Output Parser1

    AI reasoning dependency

  • OpenAI Chat Model2

    AI reasoning dependency

  • Search Product Review Sites

    AI reasoning dependency

  • Webscraper Tool2

    AI reasoning dependency

  • Structured Output Parser2

    AI reasoning dependency

  • Search WellFound

    AI reasoning dependency

  • Search LinkedIn

    AI reasoning dependency

  • Webscraper Tool1

    AI reasoning dependency

Turn the map into a plan

Adapt this blueprint to your company.

Bring the system shape into a workspace, then define the production controls, data boundaries, owners, and delivery sequence around your context.

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