Notion Automate

Target Audience

• Sales Professionals: Individuals looking to streamline their lead management and follow-up processes.
• Recruiters: Professionals needing to analyze candidates' personalities based on their Calendly bookings.
• Marketing Teams: Teams aiming to personalize outreach based on personality insights from Humantic AI.
• Business Owners: Entrepreneurs wanting to enhance client interactions and understand customer profiles better.

Problem Solved

This workflow addresses the challenge of integrating multiple platforms to automate the process of gathering personality insights from leads who schedule meetings via Calendly. By leveraging data from Humantic AI and storing it in Notion, users can efficiently manage and analyze personality profiles, leading to more personalized interactions and improved engagement.

Workflow Steps

1. Trigger: The workflow starts when an invitee is created in Calendly, indicating a new meeting booking.
2. Data Retrieval: The workflow fetches personality analysis data from Humantic AI using the user ID derived from the Calendly event data.
3. Second Analysis: A follow-up request to Humantic AI retrieves more detailed insights about the same user to ensure comprehensive data collection.
4. Data Storage: The gathered information, including the individual's name and personality traits, is then stored in a Notion database for future reference and analysis.