Automate Pre-Demo Messages with n8n: Twain, Gmail & Slack

Automate Pre-Demo Messages with n8n: Twain, Gmail & Slack

Streamline your sales process effortlessly with our cutting-edge n8n automation workflow. When demo bookings come in, whether from webhooks or Google Calendar, this workflow leaps into action to research prospects, prepare a personalized pre-demo sequence and an Account Executive brief, drafts an email in Gmail, prepares LinkedIn outreach steps, and coordinates everything through Slack for seamless communication and review.

What This Workflow Does

• Triggers on receiving demo bookings via webhook (compatible with generic, Chili Piper, or HubSpot systems) or through new events in Google Calendar.
• Normalizes and Filters the data to focus only on demo meetings, ensuring no duplication by de-duplication of repeated bookings across executions.
• Prospect Information: Enhances data by locating LinkedIn profile URLs using Findymail when only an email is available, integrating it back with the contact information.
• Custom Research & Content: Leverages the Twain API to draft contact research, an AE pre-demo brief, and a personalized multi-step outbound sequence if a valid work email or LinkedIn URL exists. Posts a “skipped” message to Slack if not.
• Email and LinkedIn Prep: Crafts an email draft directly in Gmail and provides previews for both email and LinkedIn messages derived from Twain's output. If Gmail fails, notifies Slack with "no draft created".
• LinkedIn Outreach: Incorporates leads seamlessly into a HeyReach campaign by utilizing the LinkedIn message as a custom field, and confirms in Slack.

Use Cases

• Boost your sales team's efficiency by automating prospect research and communication prep.
• Gateways to instantaneously notify your team on Slack when new demo bookings are made and ready for review.
• Perfect for automation engineers and SaaS operators looking to streamline demo booking follow-ups.

Technical Details

• Tech stack includes: if, set, code, Gmail, merge, Slack.
• Integrates with platforms like Google Calendar, Chili Piper, HubSpot, and HeyReach.
• Automated personalized sequence creation using Twain API.