Boost Sales Readiness with Daily AI Social Insights

Daily AI-Powered Social Insights for Sales Meetings

Sales professionals often spend valuable time manually researching companies before meetings, missing critical social media insights. This workflow automates daily intelligence gathering, providing you with AI-summarized LinkedIn and Twitter activity for your upcoming meetings directly in your inbox.

Key Features

• Automated Daily Briefs: Receive a concise email summary of your meeting attendees' company social media activity every morning.
• AI-Powered Summaries: Leverage GPT-4 to distill recent LinkedIn posts and Twitter (X) tweets into actionable sales intelligence.
• Seamless Calendar Integration: Automatically identifies and prioritizes companies from your Google Calendar meetings.
• Company Data Enrichment: Utilizes Clearbit to gather comprehensive company profiles, including social media handles.
• Customizable Alerts: Easily define the recipients for these crucial pre-meeting insights.

How It Works

This workflow streamlines your pre-meeting preparation into a fully automated process. It starts by triggering daily at 7 AM, fetching all your Google Calendar meetings for the day. For each meeting, it intelligently extracts attendee company domains, which are then enriched with comprehensive company data, including social media handles, using Clearbit. The workflow then branches to fetch the latest posts from identified LinkedIn and Twitter (X) profiles. All collected social media activity is fed into an OpenAI GPT-4 model, which generates a concise, sales-focused summary. Finally, these AI-generated insights are compiled into a personalized email, complete with meeting details, and sent to your specified recipients, ensuring you're always informed and ready to engage. If you need to include activities from additional social media accounts found by Clearbit, you can extend the 'Switch' node with new branches.