Step 2: Connect Google Sheets

Several nodes read and write to your Companies and Contacts sheets; connect credentials and confirm sheet mappings.

1. In Write Company Website, set Operation to appendOrUpdate and confirm the mapping includes Domain as {{ $json.organizations[0].primary_domain }} and Website as {{ $json.organizations[0].website_url }}.
2. In Update Company Details, keep Status mapped to Processed and confirm fields like GPT Company Summary use {{ $json.message.content }}.
3. In Upsert Contact Records, confirm LinkedIn Profile URL is mapped to {{ $('Split Decision Makers').item.json.linkedin_url }} and GPT Department Classification to {{ $json.message.content }}.
4. In Update Contact Details, set Email Verified to {{ $json.email_status === 'verified' ? 'Yes' : 'No' }}.
5. In Fetch Verified Leads, set the filter to Email Verified = Yes on the Contacts (Verified) sheet.

Credential Required: Connect your Google Sheets credentials in Write Company Website, Update Company Details, Upsert Contact Records, Update Contact Details, and Fetch Verified Leads.

Step 3: Set Up Filtering and Domain Routing

This stage filters out processed companies and decides whether to look up missing domains.

1. In Filter Pending Companies, keep the condition Status notEquals Processed using {{ $json.Status }}.
2. In Check Domain Provided, ensure the condition checks {{ $json.Domain }} is notEmpty.
3. Confirm the routing: Spreadsheet Row Trigger → Filter Pending Companies → Check Domain Provided.
4. Verify that Check Domain Provided sends domain-ready rows to Merge Domain-Ready Rows, and missing domains to Apollo Company Lookup.

⚠️ Common Pitfall: If the Status column is missing or inconsistent, Filter Pending Companies will skip rows unintentionally.

Step 4: Configure Company Enrichment and Parallel Approval

Company lookup and enrichment happens before AI summarization and sheet updates. Approval and enrichment branches run in parallel after writing the website.

1. In Apollo Company Lookup, set URL to https://api.apollo.io/api/v1/mixed_companies/search and include the query parameter q_organization_name as {{ $json['Company Name'] }}.
2. In Apollo Org Enrichment Call, set URL to https://api.apollo.io/api/v1/organizations/enrich and set the domain parameter to {{ $json.Website.extractDomain().replace(/^www\./, '') }}.
3. Confirm the parallel routing: Write Company Website outputs to both Slack Website Approval and Merge Domain-Ready Rows in parallel.
4. In Slack Website Approval, keep the message prompting users to review the Companies tab for domain accuracy.

Credential Required: Connect your Slack credentials in Slack Website Approval (OAuth2).

Credential Required: Add your Apollo API key in the JSON headers for Apollo Company Lookup and Apollo Org Enrichment Call (replace [CONFIGURE_YOUR_API_KEY]).

Step 5: Set Up AI Summarization and Contact Classification

Two OpenAI-powered nodes generate a business summary and classify decision-maker departments.

1. In Summarize Business Line, confirm the model is gpt-4o-mini and the prompt uses {{ $json["Company Description"] }}.
2. In Classify Contact Department, confirm the model is gpt-4o-mini and the prompt uses {{ $json.title }}.
3. Ensure the flow continues from Summarize Business Line to Update Company Details, and from Split Decision Makers to Classify Contact Department to Upsert Contact Records.

Credential Required: Connect your OpenAI credentials in Summarize Business Line and Classify Contact Department.

Step 6: Configure Decision Maker Discovery and Enrichment Batches

This phase builds the Apollo search URL, loops through batches, and enriches contacts.

1. In Build People Search URL, keep the JS code that creates the URL with person_seniorities[], q_organization_domains_list[], and per_page=10.
2. In Apollo Decision Maker Search, set URL to {{ $json.url }} and keep the headers with your Apollo API key.
3. In Batch Loop 1000 Items, keep Batch Size at 1000 and confirm it routes to Split Decision Makers and back to Build People Search URL for looping.
4. In Batch Loop 10 Records, keep Batch Size at 10 and confirm it routes to both Split Enrichment Matches and Compose Enrichment Payload.
5. In Compose Enrichment Payload, keep the code that maps linkedin_url and domain into a details array.
6. In Apollo People Enrichment, set URL to https://api.apollo.io/api/v1/people/bulk_match?reveal_personal_emails=false&reveal_phone_number=false and JSON Body to {{ $json }}.

Credential Required: Add your Apollo API key in the JSON headers for Apollo Decision Maker Search and Apollo People Enrichment (replace [CONFIGURE_YOUR_API_KEY]).

Step 7: Configure Weekly Summary Reporting

The weekly report pulls verified leads, computes stats, and posts to Slack.

1. In Fetch Verified Leads, verify the filter matches Email Verified = Yes.
2. In Compute Weekly Lead Stats, keep the JS code that outputs message, companies, and contacts.
3. In Post Weekly Summary, set Text to {{ $json.message }} and choose the correct Slack channel.

Credential Required: Connect your Slack credentials in Post Weekly Summary (OAuth2).

Step 8: Test and Activate Your Workflow

Run a full test to confirm the enrichment, Slack review, and reporting steps.

1. Manually execute Spreadsheet Row Trigger with a test company row (with and without a domain) to confirm both branches work.
2. Confirm Write Company Website updates the Companies sheet and that Slack Website Approval receives the approval request.
3. Verify enrichment updates in Update Company Details and contact writes in Upsert Contact Records and Update Contact Details.
4. Manually run Weekly Report Scheduler to ensure Post Weekly Summary posts a message like This week we discovered X decision makers from Y companies.
5. Once testing succeeds, switch the workflow to Active so both triggers run in production.