# Automate sales meeting prep with Apify: n8n workflow template

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

Source: https://millionrounds.com/workflow/automate-sales-meeting-prep-with-apify (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)

# Automate sales meeting prep with Apify

Started by a clock, and works across Gmail, Google Calendar and WhatsApp. It hands the judgement calls to OpenAI. 47 steps, 5 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-sales-meeting-prep-with-apify)

**47 steps** Large: read it before trusting it with anything live

**5** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 2 Model 8 Logic 32 Service 5

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

- 1 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 2 **Execute Workflow Trigger** Execute Workflow trigger *Starts it*
- 3 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 4 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 5 **OpenAI Chat Model3** Lm Chat Open Ai *Model*
- 6 **Schedule Trigger** Schedule trigger *Starts it*
- 7 **Extract Attendee Information** Information Extractor *Model*
- 8 **Router** Switch *Logic*
- 9 **Correspondance Recap Agent** Chain Llm *Model*
- 10 **LinkedIn Summarizer Agent** Chain Llm *Model*
- 11 **Attendee Research Agent** Chain Llm *Model*
- 12 **Check For Upcoming Meetings** Google Calendar *Service*
- 13 **Attendees to List** Split Out *Logic*
- 14 **Has Email Address?** If *Logic*
- 15 **Has LinkedIn URL?** If *Logic*
- 16 **Return Email Success** Set *Logic*
- 17 **Return LinkedIn Success** Set *Logic*
- 18 **WhatsApp Business Cloud** Whats App *Service*
- 19 **Set Route Email** Set *Logic*
- 20 **Set Route Linkedin** Set *Logic*
- 21 **Get Last Correspondence** Gmail *Service*
- 22 **Return Email Error1** Set *Logic*
- 23 **Set LinkedIn Cookie** Set *Logic*
- 24 **Return LinkedIn Error1** Set *Logic*
- 25 **Get Correspondance** Execute Workflow *Logic*
- 26 **Get LinkedIn Profile & Activity** Execute Workflow *Logic*
- 27 **Has Emails?** If *Logic*
- 28 **APIFY Web Scraper** Http Request *Service*
- 29 **Merge** Merge *Logic*
- 30 **Get Message Contents** Gmail *Service*
- 31 **Return Email Error** Set *Logic*
- 32 **Is Scrape Successful?** If *Logic*
- 33 **Merge Attendee with Summaries** Set *Logic*
- 34 **Simplify Emails** Set *Logic*
- 35 **Extract Profile Metadata** Html *Logic*
- 36 **Return LinkedIn Error** Set *Logic*
- 37 **Aggregate Attendees** Aggregate *Logic*
- 38 **Sections To List** Split Out *Logic*
- 39 **Get Sections** Html *Logic*
- 40 **Get About Section** Set *Logic*
- 41 **Get Activity Section** Set *Logic*
- 42 **Extract About** Html *Logic*
- 43 **Extract Activities** Html *Logic*
- 44 **Merge1** Merge *Logic*
- 45 **Activities To List** Split Out *Logic*
- 46 **Get Activity Details** Html *Logic*
- 47 **Activities To Array** Aggregate *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 47, with 5 branches
- **Size:** Large: read it before trusting it with anything live
- **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?

Take your time. At 47 steps it is large: read it before trusting it with anything live.

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 47 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%2Fautomate-sales-meeting-prep-with-apify)
- **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.

- [**AI-Powered Dental Appointment System with Telegram** 49 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-powered-dental-appointment-system-with-telegram)
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- [**Generate legal ops briefings with Claude and Clio** 50 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/generate-legal-ops-briefings-with-claude-and-clio)
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- [**Automate sprint planning with OpenAI and Google Calendar** 42 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/automate-sprint-planning-with-openai-and-google-calendar)