workflows.fit
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n8n templateFreeBy Milorad Filipović

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 (L...

DevelopmentCore NodesSalesProductivityCommunicationHITLUtilitySet
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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](https://rapidapi.com) platform and subscribe to the following APIs: - [Fresh LinkedIn Profile Data](https://rapidapi.com/freshdata-freshdata-default/api/fresh-linkedin-profile-data) - [Twitter](https://rapidapi.com/omarmhaimdat/api/twitter154)

![Template setup](https://i.imgur.com/AVy08cl.png)

Email example ![Email example](https://i.imgur.com/VcZfPpJ.png)