Workflow overview
Why this workflow matters
Improves internal consulting operations and productivity. Relevant for managed services and support workflows.
Research for Upcoming Meeting Creator: Summer Chang Never walk into a meeting unprepared again! This workflow automatically researches your meeting contacts every morning and emails you the latest news and insights about the companies you're meeting with today. ✅ Step 1: Set Your Morning Briefing Time Open the Every morning @ 7 Schedule Trigger and adjust the time when you'd like to receive your daily meeting briefings. The default is set to 9 AM. ✅ Step 2: Connect Your Google Calendar Link your Google Calendar credentials to the Get meetings for today node. This allows the workflow to scan your calendar for external meetings. ✅ Step 3: Connect Your Tavily Research API Add your Tavily API key to the Research Company/Person node. This powers the intelligent research that finds recent news and insights about your meeting contacts. ✅ Step 4: Link Your Gmail Account Connect your Gmail credentials to the Send news node so your research briefings can be automatically delivered to your inbox each morning. ✅ Step 5: Customize Your Email Settings In the Send news node, update: Send To: Your email address Sender Name: Customize how the emails appear in your inbox ✅ Step 6: Activate the Workflow Once everything is connected, set the workflow to active so it runs automatically each morning and keeps you prepared.
Best fit
Categories
Services
Use cases
Need another direction?