Set Automate

For Set Automate, receive daily updates on the latest news about companies before your meetings. This workflow runs every morning at 7 AM, filtering relevant meetings and sending a curated email with up to 20 articles, ensuring you stay informed and prepared for your calls.

7/8/2025
12 nodes
Complex
schedulecomplexsticky noteschedule triggergmailnoopgooglecalendarautomationadvancedcronlogicconditionalapiintegration
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowBusiness Process Automation
Integrations:
Sticky NoteSchedule TriggerGmailNoOpGoogleCalendar

Target Audience

Target Audience


- Sales Professionals: Stay updated with the latest news about companies before meetings.
- Marketing Teams: Gain insights into company activities to tailor marketing strategies.
- Business Development Executives: Prepare effectively for client meetings with relevant news.
- Freelancers: Keep track of potential clients and their recent developments.
- Anyone using Google Calendar for meetings: Automate the process of gathering news related to scheduled meetings.

Problem Solved

Problem Solved


This workflow addresses the challenge of staying informed about companies before meetings. It automates the process of gathering relevant news articles, ensuring that users are equipped with the latest information, which can enhance their discussions and decision-making during meetings.

Workflow Steps

Workflow Steps


1. Schedule Trigger: The workflow starts every morning at 7 AM, ensuring timely updates.
2. Setup Node: Configuration parameters are set, including the API key, news age (10 days), maximum articles (20), and recipient emails.
3. Get Meetings for Today: Retrieves meetings from the user's Google Calendar for the current day.
4. Filter Meetings: Checks if any meetings start with 'Meeting with' or 'Call with'. If there are no relevant meetings, the workflow directs to a 'No meetings today' node.
5. Extract Company Name: From the meeting summary, it extracts the company name to search for news.
6. Get Latest News: Queries the News API to fetch the latest articles about the extracted company name, based on the configured parameters.
7. Format for Email: Prepares the news articles into a well-structured HTML format for easy reading.
8. Send News: Sends an email containing the latest news to the specified recipients.
9. Sticky Notes: Throughout the workflow, sticky notes provide helpful annotations and instructions for users.

Customization Guide

Customization Guide


- API Key: Update the apiKey in the Setup node with your own News API key.
- News Age: Modify the newsAge parameter to adjust how old the news articles should be (in days).
- Maximum Articles: Change the maxArticles parameter to increase or decrease the number of articles fetched (up to 100).
- Emails: Add or remove email addresses in the emails field to control who receives the news updates.
- Meeting Filters: Adjust the conditions in the Filter Meetings node to include other keywords or phrases relevant to your meetings.
- Email Format: Customize the HTML in the Format for Email node to match your preferred styling or layout.