Social Media Updates Aggregation and Meeting Reminder Automation Workflow

This workflow aims to automate the integration of meeting arrangements and social media updates, helping users obtain the latest social media information from participating companies every weekday morning. By extracting meeting data from Google Calendar and utilizing services such as Clearbit, LinkedIn, and Twitter, the system organizes the relevant content into a visually appealing HTML email and sends it to a designated inbox. This process not only enhances the efficiency of meeting preparation but also saves time on manual searches, facilitating precise communication for sales and marketing teams.

Tags

social media monitoringmeeting reminder automation

Workflow Name

Social Media Updates Aggregation and Meeting Reminder Automation Workflow

Key Features and Highlights

This workflow automatically consolidates the day’s meetings from Google Calendar and, based on attendees’ email domains, retrieves corresponding company information via the Clearbit service. It then leverages LinkedIn and Twitter APIs to fetch the latest social media updates from these companies, including recent LinkedIn posts and Twitter tweets. All gathered information is compiled and sent through a polished HTML email template to designated recipients, with an automated push scheduled every morning at 7 AM.

Core Problems Addressed

  • Timely access to the latest social media updates of participating companies before meetings, enhancing meeting preparation efficiency and relevance.
  • Automated integration of multi-platform data, saving manual querying and compilation time.
  • Intuitive presentation of information via email, facilitating easy viewing and sharing anytime.

Use Cases

  • Sales teams or account managers obtaining up-to-date client insights before important meetings to enable targeted communication.
  • Market researchers quickly capturing competitors’ or partners’ social media activities.
  • Internal corporate collaboration by sharing critical meeting information and related social media insights via email.

Main Process Steps

  1. Scheduled Trigger: Automatically initiates the workflow daily at 7 AM.
  2. Retrieve Schedule: Extracts all meetings and attendee details for the day from Google Calendar.
  3. Extract Email Domains: Filters out organizer emails and extracts domains from attendee email addresses.
  4. Company Data Enrichment: Calls Clearbit service to obtain detailed company information based on email domains.
  5. Social Media Data Acquisition:
    • Uses Fresh LinkedIn Profile Data API to fetch the latest LinkedIn posts based on company LinkedIn information.
    • Calls Twitter API to retrieve recent tweets using the company’s Twitter user ID.
  6. Data Formatting: Formats LinkedIn posts and Twitter tweets into HTML to generate the email content.
  7. Email Dispatch: Sends the compiled content separately by company to a predefined list of email recipients.

Involved Systems and Services

  • Google Calendar (meeting data retrieval)
  • Clearbit (company information lookup)
  • LinkedIn API (Fresh LinkedIn Profile Data for latest posts)
  • Twitter API (retrieving latest tweets)
  • Gmail (email delivery)
  • n8n Automation Platform (workflow orchestration and execution)

Target Users and Value

  • Customer Relationship Management (CRM) teams: Enhance meeting communication quality by understanding clients’ latest social activities.
  • Sales and marketing personnel: Automatically gather social media intelligence on prospects or partners to support decision-making.
  • Corporate managers and assistants: Automate meeting preparation information, saving time and boosting productivity.
  • Social media monitoring and analysis professionals: Conveniently access multi-channel latest updates from target companies.

This workflow automates the complex aggregation of multi-platform data and delivers precise, timely information, empowering professionals to conduct business and communication more efficiently.

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