Summarize social media activity of a company before a call

Published 8 months ago

Created by

Milorad Filipović

Template description

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:

Template setup

Email example

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