# Prepare executive meeting briefs with Firecrawl and Tavily: n8n workflow

> Started by someone submitting a form, and works across Gmail, Google Sheets, Notion and Twilio. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/prepare-executive-meeting-briefs-with-firecrawl-and-tavily (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)

# Prepare executive meeting briefs with Firecrawl and Tavily

Started by someone submitting a form, and works across Gmail, Google Sheets, Notion and Twilio. It hands the judgement calls to OpenAI. 21 steps, 1 branch, 1 loop or waits: 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%2Fprepare-executive-meeting-briefs-with-firecrawl-and-tavily)

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

**1** Branch: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 1 Logic 8 Service 11

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

- 1 **Form Trigger** Form trigger *Starts it*
- 2 **Tavily - Recent News Search** Http Request *Service*
- 3 **Firecrawl - Scrape Website** Http Request *Service*
- 4 **Merge Research Data** Merge *Logic*
- 5 **Wait 30s for Crawl Job** Wait *Logic*
- 6 **Prepare Research Context** Code *Logic*
- 7 **Check Firecrawl Status** Http Request *Service*
- 8 **OpenAI - Generate Meeting Brief** Open Ai *Model*
- 9 **Check Crawl Job Completed** If *Logic*
- 10 **Format & Prepare All Channels** Code *Logic*
- 11 **Google Sheets - Save Brief** Google Sheets *Service*
- 12 **Gmail - Send Email Brief** Gmail *Service*
- 13 **Build Styled HTML for PDF** Code *Logic*
- 14 **Notion - Create Brief Page** Notion *Service*
- 15 **Slack - Notify Team** Http Request *Service*
- 16 **Send a WhatsApp message** Twilio *Service*
- 17 **Merge** Merge *Logic*
- 18 **PDFMonkey** Pdf Monkey *Service*
- 19 **Error Handler** Code *Logic*
- 20 **Gmail - Send PDF Attachment** Gmail *Service*
- 21 **Google Sheets - Log Error** Google Sheets *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 21, with 1 branch, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Gmail, Google Sheets, Notion, Twilio
- **Model:** OpenAI

## Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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 21 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 21 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%2Fprepare-executive-meeting-briefs-with-firecrawl-and-tavily)
- **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 Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Notion](https://millionrounds.com/workflows?service=Notion#library)[Twilio](https://millionrounds.com/workflows?service=Twilio#library)

## Workflows like it

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

- [**AI Virtual Assisstant Version 1 with Gemini and Gmail** 21 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-virtual-assisstant-version-1-with-gemini-and-gmail)
- [**AI multi-agent executive team for entrepreneurs with Gemini** 21 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-multi-agent-executive-team-for-entrepreneurs-with-gemini)
- [**Automate peer review assignments with Sonar Pro AI** 21 steps · calls a model · Discord, Email](https://millionrounds.com/workflow/automate-peer-review-assignments-with-sonar-pro-ai)
- [**Book and remind appointments with Telegram and Gemini** 21 steps · calls a model · Google Calendar, Google Sheets](https://millionrounds.com/workflow/book-and-remind-appointments-with-telegram-and-gemini)
- [**Generate and schedule LinkedIn posts with Google Sheets** 21 steps · calls a model · Google Sheets, LinkedIn](https://millionrounds.com/workflow/generate-and-schedule-linkedin-posts-with-google-sheets)
- [**Manage restaurant reservations via WhatsApp with Gemini** 21 steps · calls a model · Google Calendar, Google Sheets](https://millionrounds.com/workflow/gestiona-reservas-de-restaurante-por-whatsapp-con-gemini-y)
