Summarize social media activity of a company before a call

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Important notice

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

1. Workflow Overview

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 soci...

Best for

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

Tools used

n8n-nodes-base.set, n8n-nodes-base.scheduletrigger, n8n-nodes-base.googlecalendar, n8n-nodes-base.splitout, n8n-nodes-base.httprequest, n8n-nodes-base.clearbit, n8n-nodes-base.gmail, n8n-nodes-base.merge

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Summarize social media activity of a company before a call
Workflow name: Summarize social media activity of a company before a call

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:

Email example

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 - Setup

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

Block 2 - Every morning @ 7

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

Block 3 - Get meetings for today

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

Block 4 - Get attendees email domains

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

Block 5 - Split Out

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

Block 6 - Get recent LinkedIn posts

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

Block 7 - Enrich attendee company

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

Block 8 - Gmail

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

Block 9 - Combine all activity for a company

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

Block 10 - Extract data for email

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

Block 11 - Prepare email template

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

Block 12 - Sticky Note

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

Block 13 - Sticky Note1

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

Block 14 - Keep only ones with the domain

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2

Block 15 - Extract important data

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

Block 16 - Extract important data again

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

Block 17 - Ask AI to summerize

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

Block 18 - Switch

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

Block 19 - Wrap everything together

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

Block 20 - Sticky Note2

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

Block 21 - Get latest tweets

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

3. Summary Table

Workflow	Summarize social media activity of a company before a call
Complexity	advanced
Nodes	21
Categories	CRM, AI Summarization
Author	Milorad Filipović
Published	23 Feb 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2125/2125.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 Summarize social media activity of a company before a call 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.

Milorad Filipović

3 workflows

Nodes

n8n-nodes-base.set n8n-nodes-base.scheduletrigger n8n-nodes-base.googlecalendar n8n-nodes-base.splitout n8n-nodes-base.httprequest n8n-nodes-base.clearbit n8n-nodes-base.gmail n8n-nodes-base.merge

Complexity

advanced

Published 23 Feb 2024

Likes 0

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Install path: /data/workflows/2125/2125.json

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Summarize social media activity of a company before a call

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Setup steps

Email example

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Setup

Block 2 - Every morning @ 7

Block 3 - Get meetings for today

Block 4 - Get attendees email domains

Block 5 - Split Out

Block 6 - Get recent LinkedIn posts

Block 7 - Enrich attendee company

Block 8 - Gmail

Block 9 - Combine all activity for a company

Block 10 - Extract data for email

Block 11 - Prepare email template

Block 12 - Sticky Note

Block 13 - Sticky Note1

Block 14 - Keep only ones with the domain

Block 15 - Extract important data

Block 16 - Extract important data again

Block 17 - Ask AI to summerize

Block 18 - Switch

Block 19 - Wrap everything together

Block 20 - Sticky Note2

Block 21 - Get latest tweets

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