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Automated Meeting Preparation Workflow

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For the HttpRequest Automate workflow, streamline your meeting preparation by automatically gathering attendee information and company details from Google Calendar events. When a new event is detected, the workflow filters out your own attendance, researches each attendee's background and their companies, and compiles the findings into a concise report. This report is then sent via email, ensuring you are well-informed before your meetings, saving you time and enhancing your networking effectiveness.

Workflow Overview

For the HttpRequest Automate workflow, streamline your meeting preparation by automatically gathering attendee information and company details from Google Calendar events. When a new event is detected, the workflow filters out your own attendance, researches each attendee's background and their companies, and compiles the findings into a concise report. This report is then sent via email, ensuring you are well-informed before your meetings, saving you time and enhancing your networking effectiveness.

This workflow is ideal for professionals who frequently attend meetings and need to gather information about attendees and their companies efficiently. It is particularly useful for:

  • Sales Representatives: To prepare for meetings with potential clients by researching their backgrounds and companies.
  • Recruiters: To learn about candidates before interviews.
  • Networkers: To understand the people they are meeting at events or conferences.
  • Project Managers: To familiarize themselves with team members and stakeholders.
  • Consultants: To gather insights on clients before engagements.

This workflow addresses the challenge of quickly gathering relevant information about meeting attendees and their companies. It automates the research process, saving time and ensuring that users are well-prepared for meetings. By utilizing the OpenAI API, it provides concise insights on individuals and organizations, enhancing the user's ability to engage meaningfully during discussions.

  1. Trigger: The workflow starts when a new event is created in Google Calendar.
  2. Filter Out Self: It filters out the user's own email from the list of attendees to avoid unnecessary research on themselves.
  3. Split Out Attendees: The attendees are split into individual items for further processing.
  4. Check Email Type: For each attendee, the workflow checks if their email is a company email or a personal one.
  5. Research: Depending on the email type:
    • If it’s a company email, it sends a request to research the company using the OpenAI API.
    • If it’s a personal email, it sends a request to research the individual.
  6. Collect Fields: The responses from the API calls are collected and structured, including the person's name, company, and email.
  7. Combine Research: All collected information is aggregated into a single report.
  8. Generate HTML Report: The aggregated data is then formatted into HTML.
  9. Send Report: Finally, the workflow sends the report via Gmail to the specified email address.

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Quick Info

Categories
Communication & Messaging
Complex Workflow
+2
Complexity
complex

Tags

manual
advanced
api
integration
logic
conditional
complex
sticky note
+7 more

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