Sales meeting prep briefs
Checks your calendar for upcoming meetings, researches each attendee and sends you a short brief on WhatsApp.
What it does
On a schedule, the automation looks for upcoming meetings, works out who is attending, pulls your last email exchange with them and researches their company online. AI writes a short brief so you go into each call knowing the context.
Trigger
A schedule checks for upcoming meetings.
Steps
- Upcoming meetings are read from Google Calendar.
- AI extracts the attendee details.
- Recent email correspondence with each attendee is pulled from Gmail and simplified.
- Attendee and company information is gathered from the web.
- AI writes a brief and sends it to you on WhatsApp.
Tools
- n8n
- OpenAI
- Google Calendar
- Gmail
- Web research
- WhatsApp Business
Who it suits
Founders and salespeople with several external meetings a week who want to turn up prepared.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.