Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This automated n8n workflow generates social media briefs for sales meetings by integrating with Google Calendar, enriching attendee data, and leveraging AI to summarize social media activity. The ...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.clearbit, n8n-nodes-base.scheduletrigger, n8n-nodes-base.set, n8n-nodes-base.googlecalendar, n8n-nodes-base.splitinbatches, n8n-nodes-base.splitout, n8n-nodes-base.wait, n8n-nodes-base.switch

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Oneclick AI Squad.

Original n8n.io source

1.1 Workflow description

Title: Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery
Workflow name: Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery

Good to Know

The workflow triggers daily at 5 AM
Attendee data enrichment enhances meeting context
AI-driven insights improve sales readiness
Summaries are sent via email and WhatsApp

How It Works

Schedule Trigger - 5 AM - Initiates the workflow daily at 5 AM
Initialize Workflow - Sets up the workflow manually
Fetch Today's Meetings from Google Calendar - Retrieves scheduled meetings for the day
Extract Attendees Email Domains - Identifies email domains of meeting attendees
Loop Through Attendees - Iterates through each attendee for processing
Split Attendee Details - Separates individual attendee details
Enrich Attendee Company Enrichment - Enhances data with company information
Wait for Company Enrichment - Pauses to ensure company data is processed
Check Enrichment Status - Verifies the status of enriched data
Fetch Latest LinkedIn Posts - GET request to fetch LinkedIn posts
Extract Key Post Insights - Extracts key insights from social media posts
Summarize Social Activity with AI - Summarizes social media activity using AI
Merge Summary with (Decide) - Combines summary with other data
Format Email Summary for Complete Chat - Formats the summary for email
Wait Before Sending - Adds a delay before sending
Generate HTML Email Template - Creates an HTML email template
Send via Gmail - Sends the email summary
Send WhatsApp Message - Sends the summary via WhatsApp

How to Use

Import the workflow into n8n
Configure Google Calendar API credentials
Set up LinkedIn API or scraping credentials
Configure email and WhatsApp credentials
Test the workflow with a sample meeting to verify data flow
Adjust the trigger time or delay as needed

Requirements

Google Calendar API credentials
LinkedIn API or scraping access
Email service credentials (Gmail, SMTP, etc.)
WhatsApp API or integration credentials

Customizing This Workflow

Modify the trigger time in the Schedule Trigger node to suit your schedule
Adjust the Wait nodes to optimize data processing
Customize the AI summarization logic in the Summarize Social Activity node for specific insights

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Enrich attendee company

Type / Role: n8n-nodes-base.clearbit - clearbit
Config choices: Version 1

Block 2 - Schedule Trigger – 5 AM

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.1

Block 3 - Initialize Workflow

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.2

Block 4 - Fetch Today’s Meetings from Google Calendar

Type / Role: n8n-nodes-base.googleCalendar - googleCalendar
Config choices: Version 1

Block 5 - Extract Attendee Email Domains

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.2

Block 6 - Loop Through Attendees

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 7 - Split Attendee Details

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 8 - Wait for Company Enrichment

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 9 - Check Enrichment Status

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3

Block 10 - Fetch Latest LinkedIn Posts

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.1

Block 11 - Extract Key Post Insights

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.2

Block 12 - Summarize Social Activity with AI

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.2

Block 13 - Format Summary for Email

Type / Role: n8n-nodes-base.openAi - openAi
Config choices: Version 1.1

Block 14 - Merge Summary with Context

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 2.1

Block 15 - Wait Before Sending

Type / Role: n8n-nodes-base.wait - wait
Config choices: Version 1.1

Block 16 - Generate HTML Email Template

Type / Role: n8n-nodes-base.html - html
Config choices: Version 1.1

Block 17 - Send via WhatsApp

Type / Role: n8n-nodes-base.whatsApp - whatsApp
Config choices: Version 1

Block 18 - Send via Gmail

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 19 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery
Complexity	advanced
Nodes	19
Categories	CRM, AI Summarization
Author	Oneclick AI Squad
Published	18 Jul 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/6126/6126.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

Oneclick AI Squad

224 workflows

Nodes

n8n-nodes-base.clearbit n8n-nodes-base.scheduletrigger n8n-nodes-base.set n8n-nodes-base.googlecalendar n8n-nodes-base.splitinbatches n8n-nodes-base.splitout n8n-nodes-base.wait n8n-nodes-base.switch

Complexity

advanced

Published 18 Jul 2025

Likes 0

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Install path: /data/workflows/6126/6126.json

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Auto-generate sales meeting briefs with GPT-4, LinkedIn data & WhatsApp delivery

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Good to Know

How It Works

How to Use

Requirements

Customizing This Workflow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Enrich attendee company

Block 2 - Schedule Trigger – 5 AM

Block 3 - Initialize Workflow

Block 4 - Fetch Today’s Meetings from Google Calendar

Block 5 - Extract Attendee Email Domains

Block 6 - Loop Through Attendees

Block 7 - Split Attendee Details

Block 8 - Wait for Company Enrichment

Block 9 - Check Enrichment Status

Block 10 - Fetch Latest LinkedIn Posts

Block 11 - Extract Key Post Insights

Block 12 - Summarize Social Activity with AI

Block 13 - Format Summary for Email

Block 14 - Merge Summary with Context

Block 15 - Wait Before Sending

Block 16 - Generate HTML Email Template

Block 17 - Send via WhatsApp

Block 18 - Send via Gmail

Block 19 - Sticky Note

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions