Auto-Generate Sales Meeting Briefs with GPT-4, LinkedIn Data & WhatsApp Delivery

This is an automated n8n workflow that creates social media briefs for sales meetings. It connects with Google Calendar to gather attendee details, enriches the data, and uses AI to summarize social media activity. The system then sends formatted summaries via email and WhatsApp to aid sales preparation.

• Saves time by automating brief creation for sales meetings.
• Provides enriched attendee insights for better preparation.
• Delivers updates instantly via email and WhatsApp.
• Boosts efficiency with AI-driven social media summaries.

1. Schedule Trigger - 5 AM: Starts the workflow at 5 AM to initialize the process.
2. Initialize Workflow: Sets up the workflow manually for the day's events.
3. Fetch Today's Meetings from Google Calendar: Retrieves meeting details from Google Calendar.
4. Extract Attendee Email Domains: Pulls email domains of attendees manually.
5. Loop Through Attendees: Cycles through attendees to process their data.
6. Split Attendee Details: Separates attendee information for further use.
7. Enrich Attendee Company: Enhances data with company details from enrichcompany.
8. Wait for Company Enrichment: Pauses to ensure company data is ready.
9. Check Enrichment Status: Verifies the status of enriched data.
10. Fetch Latest LinkedIn Posts: Gathers recent LinkedIn posts manually.
11. Extract Key Insights: Identifies key insights from social media data.
12. Merge Summary with Context: Combines insights with additional context.
13. Wait Before Sending: Delays briefly before sending the summary.
14. Generate HTML Email Template: Creates a formatted HTML email template.
15. Format Summary for Email: Prepares the summary for email delivery.
16. Format Summary for WhatsApp: Prepares the summary for WhatsApp delivery.
17. Send via Gmail: Sends the email message.
18. Send WhatsApp Message: Sends the WhatsApp message.
19. Summarise Social Activity with AI (Deactivated): Summarizes social activity (currently off).

Explore the complete workflow here:  Official Workflow Page 

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