Who is this workflow for? Streamline your sales meeting preparation with this n8n workflow template. It automatically gathers essential information about your upcoming meetings, including email history and LinkedIn activity of invitees, and sends concise reminders to your WhatsApp. Stay informed and ready to engage without manual effort..

What does this workflow do?

  • Scheduled Trigger: The workflow activates hourly to identify upcoming personal meetings from your Google Calendar.
  • Invite Analysis: For each detected meeting, an AI agent analyzes the invite to extract email addresses and LinkedIn profiles of the participants.
  • Data Retrieval:
  • Email Correspondence: Searches your Gmail for the latest email interactions with each invitee.
  • LinkedIn Activity: Scrapes LinkedIn profiles and recent activities of invitees using provided cookies.
  • Information Summarization: An AI agent compiles the retrieved data into a concise meeting preparation message.
  • WhatsApp Notification: The summarized information is sent to your WhatsApp Business account, ensuring you receive timely reminders.

🤖 Why Use This Automation Workflow?

  • Efficiency: Save time by automating the collection and summarization of meeting-related information.
  • Preparedness: Receive comprehensive insights about your meeting participants, enhancing your engagement and effectiveness.
  • Seamless Integration: Get timely reminders directly on WhatsApp, ensuring you have the information when you need it most.

👨‍💻 Who is This Workflow For?

This workflow is ideal for sales professionals, business development managers, and anyone who regularly prepares for meetings. It is best suited for individuals managing personal calendars rather than team-based scheduling.

🎯 Use Cases

  1. Sales Professionals: Automatically gather and review client information before sales pitches to tailor conversations effectively.
  2. Business Development Managers: Stay updated on prospects’ latest activities and communications to strategize outreach.
  3. Consultants: Prepare for client meetings with relevant background information to provide informed advice and solutions.

TL;DR

This n8n workflow template automates the preparation process for your sales meetings by collating relevant email and LinkedIn information and delivering it directly to your WhatsApp. Enhance your meeting readiness and make impactful engagements with minimal manual effort.

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