Automated Sales Meeting Briefs with GPT-4, LinkedIn, and WhatsApp Delivery

Overview

This workflow automates the preparation and delivery of sales meeting briefs by integrating data from Google Calendar, Clearbit, LinkedIn, and WhatsApp. It leverages GPT-4 to generate insightful summaries for each meeting attendee, streamlining pre-meeting research and communication.

Key Features

• Automated Scheduling: Triggers daily at 5 AM to fetch the day's meetings from Google Calendar.
• Attendee Enrichment: Uses Clearbit to enrich attendee company data and extracts email domains for deeper insights.
• LinkedIn Integration: Retrieves the latest LinkedIn posts for each attendee, providing up-to-date context.
• AI-Powered Summaries: Employs GPT-4 to generate concise, relevant meeting briefs.
• WhatsApp Delivery: Automatically sends the generated briefs to sales teams via WhatsApp for instant access.

Benefits

• Saves significant time on manual research and brief preparation.
• Ensures sales teams are well-informed with the latest company and attendee information.
• Enhances meeting effectiveness and personalization.
• Reduces errors and improves consistency in meeting preparation.

Use Cases

• Sales teams preparing for daily meetings.
• Account managers needing quick, enriched attendee insights.
• Organizations seeking to automate pre-meeting research and communication workflows.