🎣 Automate sales meeting prep with Claude AI & Explorium Intelligence

⚡ 138 views · 🎣 Lead Generation & Enrichment

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Description

Research Agent - Automated Sales Meeting Intelligence

This n8n workflow automatically prepares comprehensive sales research briefs every morning for your upcoming meetings by analyzing both the companies you’re meeting with and the individual attendees. The workflow connects to your calendar, identifies external meetings, enriches companies and contacts with deep intelligence from Explorium, and delivers personalized research reports—giving your sales team everything they need for informed, confident conversations.

DEMO

Template Demo

Credentials Required

To use this workflow, set up the following credentials in your n8n environment:

Google Calendar (or Outlook)

Explorium API

Explorium MCP

Anthropic API

Slack (or preferred output)

Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow.

Workflow Overview

Node 1: Schedule Trigger

Automatically runs the workflow on a recurring schedule.

Alternative Trigger Options:

Node 2: Get many events

Retrieves meetings from your connected calendar.

Node 3: Filter for External Meetings

Identifies meetings with external participants and filters out internal-only meetings.

Filtering Logic:

Important Setup Note: Replace 'explorium.ai' in the code node with your company domain to properly filter internal meetings.

Output:

Company Research Pipeline

Node 4: Loop Over Items

Iterates through each meeting with external attendees for company research.

Node 5: Extract External Company Domains

Creates a deduplicated list of all external company domains from the current meeting.

Node 6: Explorium API: Match Business

Matches company domains to Explorium’s business entity database.

Returns:

Node 7: If

Validates that a business match was found before proceeding to enrichment.

Nodes 8-9: Parallel Company Enrichment

Node 8: Explorium API: Business Enrich

Node 9: Explorium API: Fetch Business Events

Node 10: Merge

Combines enrichment responses and events data into a single data object.

Node 11: Cleans Merge Data Output

Transforms merged enrichment data into a structured format for AI analysis.

Node 12: Company Research Agent

AI agent (Claude Sonnet 4) that analyzes company data to generate actionable sales intelligence.

Input: Structured company profile with all enrichment data

Analysis Focus:

Connected to Explorium MCP: Can pull additional real-time intelligence if needed to create more detailed analysis

Node 13: Create Company Research Output

Formats the AI analysis into a readable, shareable research brief.

Attendee Research Pipeline

Node 14: Create List of All External Attendees

Compiles all unique external attendee emails across all meetings.

Node 15: Loop Over Items2

Iterates through each external attendee for individual enrichment.

Node 16: Extract External Company Domains1

Extracts the company domain from each attendee’s email.

Node 17: Explorium API: Match Business1

Matches the attendee’s company domain to get business_id for prospect matching.

Node 18: Explorium API: Match Prospect

Matches attendee email to Explorium’s professional profile database.

Returns:

Node 19: If1

Validates that a prospect match was found.

Node 20: Explorium API: Prospect Enrich

Enriches matched prospect using multiple Explorium endpoints.

Returns:

Node 21: Cleans Enrichment Outputs

Structures prospect data for AI analysis.

Node 22: Attendee Research Agent

AI agent (Claude Sonnet 4) that analyzes prospect data to generate personalized conversation intelligence.

Input: Structured professional profile with activity data

Analysis Focus:

Connected to Explorium MCP: Can gather additional company or market context if needed

Node 23: Create Attendee Research Output

Formats attendee analysis into a readable brief with clear sections.

Node 24: Merge2

Combines company research output with attendee information for final assembly.

Node 25: Loop Over Items1

Manages the final loop that combines company and attendee research for output.

Node 26: Send a message (Slack)

Delivers combined research briefs to specified Slack channel or user.

Alternative Output Options:

Workflow Flow Summary

  1. Schedule: Workflow runs automatically every morning
  2. Fetch Calendar: Pull today’s meetings from Google Calendar/Outlook
  3. Filter: Identify meetings with external attendees only
  4. Extract Companies: Get unique company domains from external attendees
  5. Extract Attendees: Compile list of all external contacts

Company Research Path: 6. Match Companies: Identify businesses in Explorium database 7. Enrich (Parallel): Pull firmographics, website changes, competitive landscape, events, and challenges 8. Merge & Clean: Combine and structure company data 9. AI Analysis: Generate company research brief with insights and talking points 10. Format: Create readable company research output

Attendee Research Path: 11. Match Prospects: Link attendees to professional profiles 12. Enrich (Parallel): Pull profiles, job changes, and LinkedIn activity 13. Merge & Clean: Combine and structure prospect data 14. AI Analysis: Generate attendee research with background and approach 15. Format: Create readable attendee research output

Delivery: 16. Combine: Merge company and attendee research for each meeting 17. Send: Deliver complete research briefs to Slack/preferred platform

This workflow eliminates manual pre-meeting research by automatically preparing comprehensive intelligence on both companies and individuals—giving sales teams the context and confidence they need for every conversation.

Customization Options

Calendar Integration

Works with multiple calendar platforms:

Trigger Flexibility

Adjust when research runs:

Enrichment Depth

Add or remove enrichment endpoints:

Research Scope

Configure what gets researched:

Output Destinations

Deliver research to your preferred platform:

AI Model Options

Swap AI providers based on needs:

Setup Notes

  1. Domain Configuration: Replace 'explorium.ai' in the Filter for External Meetings code node with your company domain
  2. Calendar Connection: Ensure OAuth2 credentials have calendar read permissions
  3. Explorium Credentials: Both API key and MCP credentials must be configured
  4. Output Timing: Schedule trigger should run with enough lead time before first meetings
  5. Rate Limits: Adjust loop batch sizes if hitting API rate limits during enrichment
  6. Slack Configuration: Select destination channel or user for research delivery
  7. Data Privacy: Research is based on publicly available professional information and company data

This workflow acts as your automated sales researcher, preparing detailed intelligence reports every morning so your team walks into every meeting informed, prepared, and ready to have meaningful conversations that drive business forward.

🔗 Nodes Used

Slack, Google Calendar, Schedule Trigger, AI Agent, Anthropic Chat Model, Structured Output Parser

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup