Who is this workflow for? Prepare effectively for sales calls by automatically gathering the latest social media activities of your prospective clients. This workflow streamlines your research process, ensuring you have up-to-date information right before your meetings..

What does this workflow do?

  • Calendar Scanning
  • Each morning, the workflow reviews your Google Calendar for scheduled meetings or calls.
  • It identifies companies based on the email addresses of meeting attendees.
  • Fetching Latest Posts
  • For each identified company, the workflow retrieves recent posts from LinkedIn and Twitter (formerly known as X).
  • Delivering Insights
  • Personalized emails are sent via Gmail.
  • Each email is dedicated to a specific company you are meeting that day.
  • The email includes a meeting reminder, categorized lists of social media posts, and direct links to each post.

🤖 Why Use This Automation Workflow?

  • Time Efficiency: Eliminate the need for manual research by automating the collection of social media posts.
  • Enhanced Personalization: Gain insights into your clients’ recent activities, enabling more tailored conversations.
  • Consistent Preparedness: Ensure you are always informed about the latest updates from companies you interact with.

👨‍💻 Who is This Workflow For?

This workflow is ideal for sales professionals, account managers, and business development teams who regularly engage with clients and prospects. It is especially beneficial for those who want to enhance their preparation for meetings without spending excessive time on manual research.

🎯 Use Cases

  1. Sales Meetings: Automatically receive the latest LinkedIn and Twitter posts of companies you are meeting, helping you tailor your pitch.
  2. Client Onboarding: Stay informed about new developments or announcements from new clients during the onboarding process.
  3. Business Development: Track social media activity of potential partners or collaborators to identify timely opportunities for engagement.

TL;DR

This automated workflow ensures you are always prepared for your sales calls by providing timely and relevant social media insights about the companies you engage with. Streamline your preparation process, enhance your interactions, and improve your sales effectiveness with this seamless integration.

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