AI Summary Workflow for social media activity of a company before a call

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

How it works It’s very important to come prepared to Sales calls. This often means a lot of manual research about the person you’re calling with. This workflow delivers a summary of the latest social media activity (LinkedIn + X) for businesses you are about to interact with each day. Scans Your Calendar**: Each morning, it reviews your Google Calendar for any scheduled meetings or calls with companies based on each attendee email address. Fetches Latest Posts**: For each identified company, it fetches recent LinkedIn and X posts and summerizes them using AI to deliver a qucik overview for a busy sales rep. Delivers Insights**: You receive personalized emails via Gmail, each dedicated to a company you’re meeting with that day, containing a reminder of the meeting and a summary of company's recent social media activity. Setup steps The workflow requires you to have the following accounts set up in their respective nodes: Google Calendar GMail Clearbit OpenAI Besides those, you will need an account on the RapidAPI platform and subscribe to the following APIs: Fresh LinkedIn Profile Data Twitter Email example

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