Brief yourself on a prospect's social activity before each call

Checks your calendar each morning and emails a summary of each meeting's company's recent LinkedIn and X activity.

How the work actually flows

A straight line. Runs once per each scheduled meeting.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["every morning before calls"]):::trigtime s0["check calendar for meetings"]:::task s1[["identify company per attendee"]]:::mi s2["fetch recent social posts"]:::svc s3["summarize activity with ai"]:::task s4["send briefing email"]:::task trig --> s0 s0 -->|"one per each scheduled meeting"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"per meeting briefing email"/]:::out pay{{"walk into calls prepared"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Social Media ManagementEmail AutomationReporting & AnalyticsWeb Scraping & Data CollectionResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarGmailClearbitOpenAILinkedInTwitter

The problem it solves

Before a sales call, you're supposed to know what the company has been posting and talking about, but digging through LinkedIn and X for every meeting on your calendar eats up your morning. Walking in unprepared makes it obvious you didn't do your homework.

Who it fits

Sales reps and account managers with multiple calls scheduled each day.

How it works

  1. Each morning, the system checks your Google Calendar for meetings
  2. It identifies the company behind each attendee's email address
  3. It fetches that company's recent LinkedIn and X posts
  4. AI summarizes the key activity into a short brief
  5. You receive one email per meeting with the summary and a reminder
What you get

Prospect context ready before every call

You start each meeting already knowing the company's recent LinkedIn and X activity, summarized in a short morning brief.

What you get

A personalized email for each meeting with a quick summary of the company's recent social activity.

What you need

A Google Workspace account, a Clearbit account, an OpenAI account, and a RapidAPI subscription for LinkedIn and Twitter data.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Send yourself a sales prep brief before every meeting automatically

Every morning you get a briefing on today's meeting attendees, their company, and recent LinkedIn activity.

Advanced

Get a company's social media activity before every sales call

Every morning it checks your calendar and emails you a quick rundown of each meeting company's latest LinkedIn and X posts.

Advanced

Get an AI-written morning briefing on today's meetings and contacts

Every morning you get an email that summarizes your meetings and researches who you're meeting with.

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Turn a form into a full CSR strategy report emailed automatically

You fill out a short form and get back a polished CSR strategy report, researched and emailed to you automatically.

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