# Auto-generate sales meeting briefs with OpenAI and LinkedIn: n8n workflow

> Started by a clock, and works across Gmail, Google Calendar and WhatsApp. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/auto-generate-sales-meeting-briefs-with-openai-and-linkedin (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# Auto-generate sales meeting briefs with OpenAI and LinkedIn

Started by a clock, and works across Gmail, Google Calendar and WhatsApp. It hands the judgement calls to OpenAI. 18 steps, 1 branch, 3 loops or waits: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-generate-sales-meeting-briefs-with-openai-and-linkedin)

**18 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**3** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Logic 11 Service 5

The steps in the order they run, from what starts it.

- 1 **Schedule Trigger – 5 AM** Schedule trigger *Starts it*
- 2 **Initialize Workflow** Set *Logic*
- 3 **Fetch Today’s Meetings from Google Calendar** Google Calendar *Service*
- 4 **Extract Attendee Email Domains** Set *Logic*
- 5 **Loop Through Attendees** Split In Batches *Logic*
- 6 **Split Attendee Details** Split Out *Logic*
- 7 **Enrich attendee company** Clearbit *Service*
- 8 **Wait for Company Enrichment** Wait *Logic*
- 9 **Check Enrichment Status** Switch *Logic*
- 10 **Fetch Latest LinkedIn Posts** Http Request *Service*
- 11 **Extract Key Post Insights** Set *Logic*
- 12 **Format Summary for Email** Open Ai *Model*
- 13 **Summarize Social Activity with AI** Set *Logic*
- 14 **Merge Summary with Context** Merge *Logic*
- 15 **Wait Before Sending** Wait *Logic*
- 16 **Generate HTML Email Template** Html *Logic*
- 17 **Send via WhatsApp** Whats App *Service*
- 18 **Send via Gmail** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 18, with 1 branch, 3 loops or waits
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Calendar, WhatsApp
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar and WhatsApp accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-generate-sales-meeting-briefs-with-openai-and-linkedin)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[WhatsApp](https://millionrounds.com/workflows?service=WhatsApp#library)

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**Automate post-meeting tasks with Fireflies and OpenAI** 18 steps · calls a model · Gmail, Telegram](https://millionrounds.com/workflow/automate-post-meeting-tasks-with-fireflies-and-openai)
- [**Automated Pre-Meeting Briefs & Reminders with Gemini and Gmail** 18 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automated-pre-meeting-briefs-and-reminders-with-gemini-and-g)
- [**Handle real estate SMS inquiries with Twilio and Google Sheets** 18 steps · calls a model · Google Calendar, Google Sheets](https://millionrounds.com/workflow/handle-real-estate-sms-inquiries-with-twilio-and-google-shee)
- [**Instagram insights & AI content calendar generator with Gemini** 18 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/instagram-insights-and-ai-content-calendar-generator-with-ge)
- [**Meeting transcripts into LinkedIn content with Google Docs** 18 steps · calls a model · Gmail, Google Docs](https://millionrounds.com/workflow/meeting-transcripts-into-linkedin-content-with-google-docs)
- [**Multi-channel AI appointment confirmation with ElevenLabs** 18 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/multi-channel-ai-appointment-confirmation-with-elevenlabs)