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.

How the work actually flows

A straight line. Runs once per each meeting on the calendar.

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

flowchart TD trig(["every morning schedule"]):::trigtime s0["check calendar for meetings"]:::task s1[["identify company per attendee"]]:::mi s2["pull recent social posts"]:::svc s3[["send meeting briefing email"]]:::mi trig --> s0 s0 -->|"one per each meeting on the calendar"| s1 s1 --> s2 s2 --> s3 out[/"briefing email per meeting"/]:::out pay{{"walks into calls prepared"}}:::pay s3 --> 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 AutomationWeb Scraping & Data CollectionResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarGmailClearbitLinkedInX

The problem it solves

You walk into sales calls without knowing what the company you're meeting has been posting or talking about lately. Digging through LinkedIn and X for every meeting on your calendar eats up time you don't have before a busy day of calls.

Who it fits

Sales reps and account managers who want to walk into every call prepared.

How it works

  1. Checks your calendar each morning for the day's meetings
  2. Identifies the company behind each attendee's email address
  3. Pulls that company's recent LinkedIn and X posts
  4. Sends you a separate email for each meeting with the posts and direct links
What you get

Meeting prep ready before you dial in

You get a quick rundown of each meeting company's latest posts delivered before your calls.

What you get

A personalized email per meeting summarizing a company's recent social media activity.

What you need

Google Calendar, Gmail, and a Clearbit account, plus API access for LinkedIn and X 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

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