Collect and summarize sales meetings with AI, then deliver via WhatsApp
Workflow Description
This automation monitors email and calendar for upcoming meetings, extracts meeting details, processes them through AI for intelligent summarization, and delivers concise meeting briefs to your sales team via WhatsApp automatically.
How it works
- 1.Monitor Gmail and Google Calendar for scheduled meetings and participant details
- 2.Extract meeting information including attendees, agenda items, and timing data
- 3.Process extracted data through OpenAI to generate concise, actionable summaries
- 4.Route formatted summaries to WhatsApp recipients for immediate team notification
Use cases
- Brief sales team on key meeting details before meetings start each day
- Send automated post-meeting summaries with action items to WhatsApp
- Track meeting attendees and agendas while notifying team members of changes
Requirements
- Connected Gmail and Google Calendar accounts with meeting data
- Valid OpenAI API key for AI-powered summarization
- WhatsApp Business account or registered number for message delivery
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (61)
Get Message Contents
Gmail
Simplify Emails
Set
Check For Upcoming Meetings
Google Calendar
OpenAI Chat Model2
OpenAI
Extract Attendee Information
Information Extractor
Execute Workflow Trigger
Execute Workflow Trigger
OpenAI Chat Model
OpenAI
Get Last Correspondence
Gmail
OpenAI Chat Model1
OpenAI
OpenAI Chat Model3
OpenAI
WhatsApp Business Cloud
Whats App
Sticky Note
Sticky Note
Schedule Trigger
Schedule Trigger
Sticky Note1
Sticky Note
Sticky Note2
Sticky Note
Sticky Note3
Sticky Note
Sticky Note4
Sticky Note
Sticky Note5
Sticky Note
Sticky Note6
Sticky Note
Sticky Note7
Sticky Note
Return LinkedIn Success
Set
Return LinkedIn Error
Set
Return Email Error
Set
Return Email Success
Set
Set Route Email
Set
Set Route Linkedin
Set
Router
Switch
Return LinkedIn Error1
Set
Has Emails?
If
Return Email Error1
Set
Sticky Note9
Sticky Note
Sections To List
Split Out
Set LinkedIn Cookie
Set
Sticky Note8
Sticky Note
Sticky Note10
Sticky Note
Attendees to List
Split Out
Merge Attendee with Summaries
Set
Has Email Address?
If
Has LinkedIn URL?
If
Get Correspondance
Execute Workflow
Merge
Merge
Aggregate Attendees
Aggregate
Activities To Array
Aggregate
Extract Profile Metadata
HTML Page
Activities To List
Split Out
APIFY Web Scraper
HTTP Request
Get Activity Details
HTML Page
Get Sections
HTML Page
Get About Section
Set
Get Activity Section
Set
Extract Activities
HTML Page
Merge1
Merge
Is Scrape Successful?
If
Extract About
HTML Page
Sticky Note11
Sticky Note
Sticky Note12
Sticky Note
Get LinkedIn Profile & Activity
Execute Workflow
Sticky Note13
Sticky Note
Correspondance Recap Agent
LLM Chain
Attendee Research Agent
LLM Chain
LinkedIn Summarizer Agent
LLM Chain