Automate Sales Meeting Prep with AI-Powered Social Media Briefs
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Streamline your sales process by automatically generating social media briefs for your upcoming meetings. This workflow leverages AI and Google Calendar to fetch attendee company information and recent LinkedIn activity, providing valuable context for every interaction.
About This Workflow
Introducing a powerful automation that transforms your sales meeting preparation. This n8n workflow intelligently connects with your Google Calendar to identify upcoming meetings. For each attendee, it extracts their company information using Clearbit and then dives into LinkedIn to retrieve their latest posts and engagement metrics. By synthesizing this data, it crafts a concise social media brief, highlighting key insights about the attendee's company and their online presence. This empowers your sales team with up-to-date context, enabling more informed conversations and stronger client relationships. The workflow is designed for efficiency, running automatically at 5 AM daily, ensuring you're always prepared.
Key Features
- Automated Meeting Data Fetching: Seamlessly pulls upcoming meetings from your Google Calendar.
- AI-Powered Company Enrichment: Utilizes Clearbit to gather essential company details for each attendee.
- LinkedIn Activity Analysis: Retrieves recent LinkedIn posts and engagement data for targeted insights.
- Customizable Brief Generation: Creates concise social media briefs tailored to each meeting.
- Daily Automated Execution: Runs every morning at 5 AM to keep your sales team informed.
How To Use
- Schedule Trigger: Configure the 'Schedule Trigger – 5 AM' node to define when the workflow should run daily.
- Initialize Workflow: Set up the 'Initialize Workflow' node to define any initial variables, such as your LinkedIn API Key.
- Google Calendar Integration: Connect your Google Calendar account and configure the 'Fetch Today’s Meetings from Google Calendar' node to pull relevant meeting data.
- Attendee Email and Domain Extraction: Use the 'Extract Attendee Email Domains' node to parse attendee emails and extract their company domain names.
- Company Enrichment: The 'Enrich attendee company' node will use the extracted domain names to fetch company data via Clearbit. Ensure your Clearbit API credentials are set up.
- Looping and Splitting Attendees: The 'Loop Through Attendees' and 'Split Attendee Details' nodes prepare the data for individual processing.
- LinkedIn Data Fetching: Configure the 'Fetch Latest LinkedIn Posts' node with your LinkedIn API Key and the URL structure for fetching company posts.
- AI Summarization: The 'Summarize Social Activity with AI' node (or a similar AI integration) should be configured to process the extracted LinkedIn data and meeting details to generate the final brief. You'll need to set up your AI provider credentials for this step.
- Output/Notification: Add a node to send the generated briefs to your sales team via email, Slack, or another preferred communication channel.
Apps Used
Workflow JSON
{
"id": "40ad0681-b51c-4df0-a349-14b5a5483f6e",
"name": "Automate Sales Meeting Prep with AI-Powered Social Media Briefs",
"nodes": 15,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 40ad0681-b51c...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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