Automation library · CRM

Send Calendly sales prep briefs with HubSpot and Clearbit

Started by another system calling it, and works across Gmail, Google Sheets, HubSpot and Slack. 16 steps, 2 branches: a working afternoon to understand properly.

Medium

Download free
16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 7Service 8

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

  1. 1Calendly WebhookWebhookStarts it
  2. 2Validate Webhook SignatureCodeLogic
  3. 3Extract Meeting DetailsSetLogic
  4. 4Check Duplicate in SheetGoogle SheetsService
  5. 5Already Sent?IfLogic
  6. 6HubSpot - Get ContactHubspotService
  7. 7HubSpot - Get Open DealsHubspotService
  8. 8Clearbit - Enrich CompanyHttp RequestService
  9. 9Contact in CRM?IfLogic
  10. 10Prepare Full ContextCodeLogic
  11. 11Prepare Basic ContextCodeLogic
  12. 12OpenAI - Generate Talking PointsHttp RequestService
  13. 13Build Final Prep PackCodeLogic
  14. 14Slack - Send Prep PackSlackService
  15. 15Gmail - Email Prep to RepGmailService
  16. 16Log to Google SheetsGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, HubSpot, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, HubSpot and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 16 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 16 steps before you point it at anything that matters.