AI-Powered Sales Meeting Preparation Assistant

1. The Problem: Why This Matters

Sales professionals often have back-to-back meetings and little time to research attendees beforehand. Manually reviewing email conversations, LinkedIn profiles, and recent interactions is time-consuming. Without a structured process, sales reps risk going into meetings unprepared, missing key discussion points, and losing valuable deals.

2. The Solution: How It Works

This workflow automates sales meeting preparation by:

• Checking for upcoming meetings on a scheduled basis.
• Extracting attendee details from meeting invites.
• Retrieving past correspondence and LinkedIn activity.
• Summarising key insights with AI, including past interactions and attendee background.
• Sending a pre-meeting briefing notification to WhatsApp for easy access before the meeting.

3. Key Benefits

• Saves time by automating pre-meeting research.
• Ensures sales reps are always prepared with attendee insights.
• Provides AI-powered summaries of past interactions and LinkedIn activity.
• Delivers pre-meeting notifications directly to WhatsApp for quick access.
• Reduces manual effort and allows sales teams to focus on relationship-building.

4. Workflow in Action

1. A scheduled trigger runs hourly to check for upcoming meetings.
2. Attendee details are extracted from the meeting invite.
3. Past email correspondence with the attendee is retrieved and summarised.
4. LinkedIn activity is scraped and processed for recent updates.
5. AI generates a concise meeting preparation summary.
6. A pre-meeting notification is sent to WhatsApp with key attendee insights.

5. Example Use Case: Real-World Scenario

A sales executive has multiple client meetings scheduled throughout the day. Instead of manually researching each attendee, they use this workflow to:

• Automatically retrieve key information about meeting attendees.
• Summarise relevant past interactions, LinkedIn updates, and company news.
• Receive a short, actionable WhatsApp message before each meeting.

With this AI-powered workflow, the sales executive enters every meeting fully prepared, boosting confidence and improving client relationships.