Tools & Dependencies

Overview

This system uses lightweight, modular tools that can be combined to power gifting suggestions in real time. It’s built inside n8n, meaning it can be triggered by multiple sources — from form submissions to CRM events — and it pulls data from web sources using scraping and AI reasoning tools.

Below is the complete stack needed to run the system.

Core Tools

Tool	Purpose
n8n	Core automation platform to orchestrate the entire workflow
JotForm / Webflow / CRM Webhook	Form or event-based trigger to collect a LinkedIn URL or client info
Apify	Scrapes LinkedIn profile and company website for public context
Claude (Anthropic)	AI agent that recommends gifts based on role, company, and tone
Google Search API or SerpAPI (optional)	Fallback when LinkedIn or company URL is missing
Airtable or Google Sheets	Stores AI-generated gift suggestions and client info
Slack / Email (optional)	Sends gift ideas to team for review or action
Sendoso / Reachdesk (optional)	Fulfillment tools that can use output for delivery workflows

Required Inputs (Any Trigger Can Work)

This system is highly modular. You can run it using:

Form Submission Trigger (default)
- A user enters a LinkedIn URL (and optionally name, company, or email)
CRM Event Trigger
- A new deal is created or moved to “Closed Won”
Onboarding Workflow
- After a form is filled or onboarding call is logged
Manual Input
- Run manually inside n8n with pre-loaded contact info

AI & Scraping Tools Required

✅ Anthropic Claude

Used for reasoning and gift generation
Claude 3 is recommended for more subtle tone handling and nuanced suggestions
Replaceable with GPT-4o if needed