🤝 Summarize social media activity of a company before a call
⚡ 10,626 views · 🤝 CRM & Sales Operations
💡 Pro Tip — If you’re pulling LinkedIn data through HTTP requests or dealing with API restrictions, there’s a community node called ScraperNode that handles this natively. It has dedicated scrapers for profiles, companies, jobs, and people search — you just pass a URL and get structured data back.
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:
Email example
🔗 Nodes Used
HTTP Request, Clearbit, Google Calendar, Gmail, Schedule Trigger, OpenAI
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File