Set Automate

Target Audience

- Sales Representatives: Looking to gain insights into potential clients' social media activities before meetings.
- Marketing Professionals: Wanting to track social media engagement for companies they are interested in.
- Business Development Teams: Needing to prepare for client interactions with up-to-date information on social media trends.
- Event Planners: Aiming to understand the latest activities of companies hosting events or meetings.

Problem Solved

This workflow automates the process of retrieving and summarizing social media activity for companies that users have meetings with. It eliminates the need for manual tracking of social media posts and provides timely updates directly to users' email, ensuring they are well-prepared for their engagements. By integrating with Google Calendar, it ensures that users receive relevant information on the same day as their meetings, allowing them to stay informed and make a strong impression.

Workflow Steps

1. Schedule Trigger: The workflow is triggered every morning at 7 AM to prepare for the day's meetings.
2. Get Meetings for Today: It retrieves all meetings scheduled for the day from Google Calendar.
3. Extract Attendee Emails: The workflow extracts the email domains of meeting attendees to identify their companies.
4. Split Out Domains: It separates the domains for further processing.
5. Enrich Attendee Data: Using the Clearbit API, the workflow enriches attendee data with company information.
6. Fetch Social Media Activity: Depending on the presence of LinkedIn or Twitter profiles, it retrieves the latest posts from both platforms.
7. Data Extraction: Important data from social media posts is extracted and formatted for email.
8. AI Summarization: The workflow uses OpenAI to generate a concise summary of the social media activity, tailored for sales representatives.
9. Prepare Email Template: An HTML email is prepared with the summary and relevant details.
10. Send Email: Finally, the email is sent to the designated recipients, providing them with the latest updates on their meeting counterparts.

Customization Guide

- API Keys: Users need to register on RapidAPI and input their LinkedIn and Twitter API keys in the Setup node.
- Email Recipients: Update the emails field in the Setup node to include the email addresses that should receive the summaries.
- Meeting Calendar: Change the calendar in the Get meetings for today node to reflect the user's own Google Calendar.
- Social Media Accounts: Additional social media accounts can be added by modifying the workflow to include new API requests and data extraction steps.
- Email Template: Users can customize the HTML email template in the Prepare email template node to match their branding or messaging style.