Automate sales meeting prep with AI & APIFY sent to WhatsApp

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Important notice

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

1. Workflow Overview

Best for

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

Tools used

n8n-nodes-base.gmail, n8n-nodes-base.set, n8n-nodes-base.googlecalendar, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.informationextractor, n8n-nodes-base.executeworkflowtrigger, n8n-nodes-base.whatsapp, n8n-nodes-base.stickynote

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Automate sales meeting prep with AI & APIFY sent to WhatsApp
Workflow name: Automate sales meeting prep with AI & APIFY sent to WhatsApp

This n8n template builds a meeting assistant that compiles timely reminders of upcoming meetings filled with email history and recent LinkedIn activity of other people on the invite. This is then discreetly sent via WhatsApp ensuring the user is always prepared, informed and ready to impress!

How it works

A scheduled trigger fires hourly to check for upcoming personal meetings.
When found, the invite is analysed by an AI agent to pull email and LinkedIn details of the other invitees.
2 subworkflows are then triggered for each invitee to (1) search for last email correspondence with them and (2) scrape their LinkedIn profile + recent activity for social updates.
Using both available sources, another AI agent is used to summarise this information and generate a short meeting prep message for the user.
The notification is finally sent to the user's WhatsApp, allowing them ample time to review.

How to use

There are a lot of moving parts in this template so in it's current form, it's best to use this for personal rather than team calendars.
The LinkedIn scraping method used in this workflow requires you to paste in your LinkedIn cookies from your browser which essentially let's n8n impersonate you. You can retrieve this from dev console or ask someone technical for help!

Note: It may be wise to switch to other LinkedIn scraping approaches which do not impersonate your own account for production.

Requirements

OpenAI for LLM
Gmail for Email
Google Calendar for upcoming events
WhatsApp Business account for notifications

Customising this workflow

Try adding information sources which are relevant to you and your invitees. Such as company search, other social media sites etc.
Create an on-demand version which doesn't rely on the scheduled trigger. Sometimes you want to know prepare for meetings hours or days in advance where this could help immensely.

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 - Get Message Contents

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

Block 2 - Simplify Emails

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 3 - Check For Upcoming Meetings

Type / Role: n8n-nodes-base.googleCalendar - googleCalendar
Config choices: Version 1.2

Block 4 - OpenAI Chat Model2

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1

Block 5 - Extract Attendee Information

Type / Role: @n8n/n8n-nodes-langchain.informationExtractor - informationExtractor
Config choices: Version 1

Block 6 - Execute Workflow Trigger

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

Block 7 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1

Block 8 - Get Last Correspondence

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

Block 9 - OpenAI Chat Model1

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1

Block 10 - OpenAI Chat Model3

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1

Block 11 - WhatsApp Business Cloud

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

Block 12 - Sticky Note

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

Block 13 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 14 - Sticky Note1

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

Block 15 - Sticky Note2

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

Block 16 - Sticky Note3

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

Block 17 - Sticky Note4

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

Block 18 - Sticky Note5

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

Block 19 - Sticky Note6

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

Block 20 - Sticky Note7

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

Block 21 - Return LinkedIn Success

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 22 - Return LinkedIn Error

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 23 - Return Email Error

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 24 - Return Email Success

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Showing the first 24 of 61 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Automate sales meeting prep with AI & APIFY sent to WhatsApp
Complexity	advanced
Nodes	61
Categories	CRM, AI Summarization
Author	Jimleuk
Published	26 Nov 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2582/2582.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 Automate sales meeting prep with AI & APIFY sent to WhatsApp 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.

Jimleuk

100 workflows

Nodes

n8n-nodes-base.gmail n8n-nodes-base.set n8n-nodes-base.googlecalendar @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.informationextractor n8n-nodes-base.executeworkflowtrigger n8n-nodes-base.whatsapp n8n-nodes-base.stickynote

Complexity

advanced

Published 26 Nov 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2582/2582.json

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Automate sales meeting prep with AI & APIFY sent to WhatsApp

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

How to use

Requirements

Customising this workflow

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get Message Contents

Block 2 - Simplify Emails

Block 3 - Check For Upcoming Meetings

Block 4 - OpenAI Chat Model2

Block 5 - Extract Attendee Information

Block 6 - Execute Workflow Trigger

Block 7 - OpenAI Chat Model

Block 8 - Get Last Correspondence

Block 9 - OpenAI Chat Model1

Block 10 - OpenAI Chat Model3

Block 11 - WhatsApp Business Cloud

Block 12 - Sticky Note

Block 13 - Schedule Trigger

Block 14 - Sticky Note1

Block 15 - Sticky Note2

Block 16 - Sticky Note3

Block 17 - Sticky Note4

Block 18 - Sticky Note5

Block 19 - Sticky Note6

Block 20 - Sticky Note7

Block 21 - Return LinkedIn Success

Block 22 - Return LinkedIn Error

Block 23 - Return Email Error

Block 24 - Return Email Success

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