Templates / Automate sales meeting prep with AI & APIFY sent to WhatsApp

Automate sales meeting prep with AI & APIFY sent to WhatsApp

Ready for 3.0

by Jimleuk ✓ · 11,253 views · created 2024-11-26 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 47 nodes and runs on a schedule (every hour) (plus 1 other trigger). Along the way it connects Gmail, Google Calendar, OpenAI Chat Model and WhatsApp Business Cloud. It also calls api.apify.com over HTTP.

How it runs

Trigger: On a schedule (every hour) (plus 1 other trigger).

  1. Check For Upcoming Meetings (Google Calendar): get many
  2. Router (Switch): routes items into 2 branches
  3. Extract Attendee Information (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Chat Model
  4. Has Email Address? (If): checks a condition and branches into true / false
  5. Has LinkedIn URL? (If): checks a condition and branches into true / false
  6. Attendees to List (Split Out): splits a list into separate items
  7. Get Last Correspondence (Gmail): get many
  8. Return Email Error (Edit Fields (Set)): sets 1 field: email_summary
  9. Set LinkedIn Cookie (Edit Fields (Set)): sets 2 fields: linkedin_profile_url, linkedin_cookies
  10. Return LinkedIn Error (Edit Fields (Set)): sets 1 field: linkedin_summary

…plus 31 more steps. See the full node list below.

Services it uses

GmailGoogle CalendarOpenAI Chat ModelWhatsApp Business Cloud

HTTP calls to: api.apify.com

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (17)

From the author

This n8n template builds a meeting assistant that compiles timely reminders of upcoming meetings filled with email history and recent LinkedIn activity of other people on the invite. This is then discreetly sent via WhatsApp ensuring the user is always…

Excerpt from Jimleuk's description on n8n.io.

View the original on n8n.io → Check your own copy

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