For certain businesses, new opportunities open up when there's a change in the management or the target lead gets promoted. To find such prospects manually is nearly impossible for any marketing team. Hence, we've created this guide which will help you automate this process using n8n and Generative AI:
Step 1 — Define ICP (user input)
- Node: Manual Trigger or Form node to collect: target job titles/designations, industries, country/state/city, keyword(s) (e.g., “automation”), seniority level, company size range.
- Save ICP as variables for downstream queries.
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Step 2 — Search LinkedIn for matches
- Node: HTTP Request to LinkedIn API / Sales Navigator / SerpApi People Search.
- Query using ICP variables: title keywords OR exact titles, industry, location, company size filters, and keyword in headline/about.
- Use pagination + SplitInBatches for rate limits.
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Step 3 — Grab promotion signals (profile + posts)
- For each candidate, collect available signals: current position start date, previous role timestamps, recent LinkedIn posts mentioning “promoted”, “excited to take on”, “new role”, or job change activity.
- If using Sales Navigator/People API, pull position history and activity feed snippets. If using SerpApi, capture profile headline + recent post text.
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Step 4 — Use Gemini to classify “promoted in last 3 months”
- Node: HTTP Request → Google Gemini API.
- Ask Gemini to read profile snippet + position start dates + recent post excerpts and return JSON: {promoted:true/false, promotion_date, confidence, reason_short}.
- Threshold: keep only promoted=true AND confidence ≥ 75 (adjustable).
Suggested short Gemini prompt (single-line style you can paste): "Classify whether this LinkedIn profile or recent post indicates the person was promoted within the last 3 months. Return JSON: {promoted:true/false, promotion_date:YYYY-MM-DD or null, confidence:0-100, reason}."
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Step 5 — Enrich shortlisted prospects (optional)
- Node: HTTP Request to Cura8.ai / Clearbit / Apollo / ZoomInfo.
- Fetch company context (industry, size, funding) and contact email if available.
- This makes messages more relevant.
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Step 6 — Remove duplicates & human-review rules
- If multiple candidates with same name, prefer exact company match, matching location, or higher Gemini confidence.
- Mark borderline matches (confidence 75–85) for human review; auto-approve >85.
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Step 7 — Generate hyper-personalized congratulatory messages (Gemini)
- Node: HTTP Request → Google Gemini API (one call per shortlisted prospect or batched carefully).
- Prompt should include: first name, new title, company, short company fact (from enrichment), a one-line statement of what your offering helps with, tone = congratulatory + consultative, call to action = suggest a short chat at their convenience (not a hard sell).
- Output JSON: {message_greeting, message_body, suggested_connect_note}.
- Keep messages short (2–4 lines) and empathetic.
Suggested concise Gemini prompt: "Write a short, empathetic LinkedIn message to congratulate {first_name} on their promotion to {new_title} at {company}. Mention one relevant company fact: {company_fact}. In one sentence tie how our {one-line-offering} could help achieve {relevant-goal}. End with a soft ask to connect or chat. Output JSON: {greeting, body, cta}."
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Step 8 — Log everything to Google Sheets
- Node: Google Sheets Append Row.
- Columns: first_name, last_name, new_title, company, promotion_date, match_confidence, profile_url, enrichment_notes, contact_email (if found), message_greeting, message_body, message_cta, human_review_required, date_added.
- Mark human_review_required based on confidence ranges.
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Step 9 — Human review & outreach
- Marketing pro opens the sheet, reviews rows flagged for review, tweaks messages if desired, and manually sends via LinkedIn or email.
- Manual sending keeps LinkedIn account safe and preserves authenticity.
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Step 10 — Follow-up & performance tracking
- Add columns for outreach_status, outreach_date, reply, next_action.
- Weekly summary: use Gemini to summarize outcomes and top themes across promotions (e.g., industries with most promotions).
Suggested short summary prompt: "Summarize these outreach results (list of rows) into 3 bullets: response rate, common company goals, recommended message tweaks."
Please share your feedback and questions in the comments. If you'd like to customize and use this workflow for your business, dm me.