Overview
This workflow automates the process of preparing for meetings by enriching lead data and updating CRM records. It leverages integrations with Bright Data, Calcom, and Airtable, alongside AI-powered enrichment and decision logic.
Key Features
- Webhook Trigger: Captures incoming meeting or lead data.
- Field Mapping & Filtering: Extracts and maps necessary fields, filtering leads based on LinkedIn presence.
- AI Enrichment: Utilizes OpenRouter Chat Model and LangChain agents to generate or edit lead bios and insights.
- Airtable Integration: Updates and adds enriched lead data directly into Airtable CRM tables.
- Event Routing: Uses switch logic to route events for further processing or CRM actions.
Benefits
- Time Savings: Automates manual research and data entry, reducing prep time for meetings.
- Data Quality: Ensures leads are enriched with up-to-date, AI-generated insights.
- Seamless Integration: Connects scheduling (Calcom), enrichment (Bright Data, AI), and CRM (Airtable) in one flow.
Use Cases
- Sales teams preparing for prospect meetings.
- Automated CRM enrichment for new leads.
- Streamlined onboarding for new contacts.
