Overview
This workflow automates the process of gathering and summarizing recent social media activity for companies scheduled in meetings, providing actionable insights before calls.
Key Features
- Automated Scheduling: Triggers every morning at 7 AM to prepare for the day's meetings.
- Calendar Integration: Fetches today's meetings and extracts attendee email domains using Google Calendar.
- Social Media Data Collection: Retrieves recent LinkedIn posts related to attendee companies.
- Data Enrichment: Uses Clearbit to enrich company information for deeper context.
- Email Automation: Compiles and sends a summary email via Gmail to relevant stakeholders.
- Data Processing: Merges and organizes all activity data for each company, ensuring concise and relevant summaries.
Benefits
- Time Savings: Eliminates manual research, saving valuable preparation time for sales or account teams.
- Enhanced Meeting Preparation: Equips teams with up-to-date company activity, improving engagement and personalization.
- Seamless Integration: Connects calendar, social media, enrichment, and email tools in one automated flow.
Use Cases
- Sales teams preparing for prospect or client calls.
- Account managers seeking quick company updates before meetings.
- Marketing or customer success teams needing recent activity insights.
This workflow streamlines pre-meeting research, ensuring teams are always informed and ready.
