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Reports, Analytics & Dashboards

Prepare Sales Meeting Briefs from Calendar with OpenAI

Every morning at 5 AM, the workflow reads today's Google Calendar meetings, enriches attendees with Clearbit, has OpenAI write briefs and sends them by Gmail or WhatsApp.

What it does

## Workflow Purpose (Step-by-Step) ### Schedule Trigger – 5 AM → Triggers the workflow automatically every morning at 5 AM. ### Initialize Workflow → Sets up default values or configurations needed for processing. ### Fetch Today’s Meetings from Google Calendar → Retrieves all meetings scheduled for the current day. ### Extract Attendee Email Domains → Extracts email domains of meeting attendees for company identification. ### Loop Through Attendees → Iterates over each attendee to perform enrichment and analysis. ### Split Attendee Details → Separates individual attendee data for precise processing. ### Enrich Company Information → Looks up company details using attendee email domains. ### Wait for Company Enrichment → Adds a delay to ensure enrichment API finishes before next step. ### Check Enrichment Status → Ensures only valid/enriched companies proceed to the next steps. ### Fetch Latest LinkedIn & Twitter Posts → Retrieves the most recent social media posts for the company. ### Extract Key Post Insights → Filters out non-relevant content and keeps business-useful data. ### Summarize Social Activity with AI → Uses AI to generate a short, sales-relevant summary of the posts. ### Format Summary for Email → Prepares the summary data in a readable format. ### Merge Summary with Context → Wraps summary along with attendee, time, and company info. ### Wait Before Sending → Optional pause to manage API rate or ensure proper timing. ### Generate HTML Email Template → Builds a clean, short HTML email ready to send. ### Send via WhatsApp → Sends the summary to WhatsApp for quick access on the go. ### Send via Gmail → Sends the summary to email as a professional follow-up.

The steps

  1. Enrich attendee company
  2. Schedule Trigger – 5 AM
  3. Initialize Workflow
  4. Fetch Today’s Meetings from Google Calendar
  5. Extract Attendee Email Domains
  6. Loop Through Attendees
  7. Split Attendee Details
  8. Wait for Company Enrichment
  9. Check Enrichment Status
  10. Fetch Latest LinkedIn Posts
  11. Extract Key Post Insights
  12. Summarize Social Activity with AI
  13. Format Summary for Email
  14. Merge Summary with Context

18 steps in total.

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