Automate Sales Meeting Briefs with AI, LinkedIn, and WhatsApp Delivery
This n8n workflow automates the generation of sales meeting briefs by integrating Google Calendar, enriching attendee data, and using AI to summarize social media activity. The formatted summaries are delivered via email and WhatsApp, enhancing sales preparation.
This workflow is designed to streamline sales meeting preparation by automatically generating detailed briefs. It starts by fetching meetings from Google Calendar and identifying attendees. The workflow enriches attendee data with company information and retrieves the latest LinkedIn posts for insights. AI is then used to summarize this data, which is formatted into an email and sent to the sales team via Gmail and WhatsApp. This ensures that sales representatives have up-to-date, actionable insights before meetings.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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