Automate Calendly Meeting Briefs with Gmail & Notion Workflow

Streamline Your Meeting Preparation with the 'Automate Calendly Meeting Briefs with Gmail & Notion Workflow'

Elevate your meeting readiness with this powerful automation workflow designed to enhance productivity. Seamlessly integrate Calendly, Gmail, Notion, and Google Sheets to orchestrate a comprehensive meeting-preparation brief, delivered right to your inbox before every meeting.

What This Workflow Does

• Monitors your Gmail for incoming Calendly "New Event" notifications to kickstart the automation.
• Utilizes OpenAI to extract crucial invitee details and meeting date/time, scheduling the briefing email to arrive 30 minutes prior to the meeting.
• Matches the invitee's email against a Notion CRM database to enrich context and employs SerpApi for additional building research.
• Retrieves STR registration data from Google Sheets to check for any existing property registrations.
• Conducts a review of recent Gmail history for interactions with the invitee to summarize the relationship via OpenAI.
• Generates a concise, informative meeting brief as an HTML email, sending it through Gmail at the calculated time.

Use Cases

• Enhance productivity by automating the preparation of meeting briefs for sales or client meetings.
• Automate research and relationship summaries for better-informed meeting interactions.
• Perfect for SaaS operators and automation engineers who need to efficiently manage multiple client interactions.

Technical Details

• Leverages Gmail OAuth2 credentials to trigger and send emails.
• Integrates with Notion and Google Sheets for data enrichment and retrieval.
• Employs OpenAI for data extraction and summarization tasks.
• Uses SerpApi for contextual building research and data gathering.

Designed for n8n users and automation engineers, this workflow leverages a sophisticated tech stack, including nodes like 'if', 'code', 'wait', 'gmail', 'merge', and 'notion', to ensure a seamless integration and enhanced meeting preparedness without the manual hassle.