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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
- Enrich attendee company
- Schedule Trigger – 5 AM
- Initialize Workflow
- Fetch Today’s Meetings from Google Calendar
- Extract Attendee Email Domains
- Loop Through Attendees
- Split Attendee Details
- Wait for Company Enrichment
- Check Enrichment Status
- Fetch Latest LinkedIn Posts
- Extract Key Post Insights
- Summarize Social Activity with AI
- Format Summary for Email
- Merge Summary with Context
18 steps in total.
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