Step 2: Connect Google Calendar

Pull upcoming meetings so attendee domains can be enriched and analyzed.

1. Open Retrieve Calendar Meetings and set Operation to getAll.
2. Set Limit to 150.
3. Set Calendar to =[YOUR_EMAIL].
4. Set Options → timeMin to ={{ $today.minus({ days: 5 }) }} and timeMax to ={{ $today.plus({ days: 10 }) }}.
5. Credential Required: Connect your googleCalendarOAuth2Api credentials.
6. Confirm the flow continues from Retrieve Calendar Meetings to Derive Attendee Domains.

Step 3: Set Up Enrichment and LinkedIn Retrieval

This stage extracts attendee domains, enriches company data, and pulls recent LinkedIn posts.

1. In Setup Initial Variables, add fields linkedIn_API_Key and emails (leave values for now).
2. In Derive Attendee Domains, set domain_name to ={{ $json.attendees.filter(a => !a.organizer).map(a => a.email.split('@').pop()) }} and attend_Emails to ={{ $json.attendees.filter(a => !a.organizer).map(a => a.email) }}.
3. Use Iterate Attendee List to batch attendees, then configure Separate Attendee Fields with Field to Split Out set to domain_name and Fields to Include set to attend_Emails, start.
4. In Enhance Company Profile, set Domain to {{json.domain_name}}. Credential Required: Connect your clearbitApi credentials.
5. After enrichment, add a brief pause using Pause for Enrichment, then validate results in Validate Enrichment Result with the condition ={{ $json.linkedin.handle !== null }}.
6. Configure Request Recent LinkedIn Posts with URL set to https://fresh-linkedin-profile-data.p.rapidapi.com/get-company-posts, Query Parameters of linkedin_url = =https://www.linkedin.com/{{ $json.linkedin.handle }} and sort_by = recent, and header X-RapidAPI-Key = ={{ $('Setup Initial Variables').item.json.linkedInAPIKey }}.

Step 4: Set Up the AI Summary and Social Context

Here you extract insights, summarize with AI, and prepare message context. Select Key Post Insights outputs to both Generate Email Summary and Prepare Social Summary in parallel.

1. In Select Key Post Insights, set linkedin_posts to ={{ $input.item.json.data.slice(0, 10).map(d => { return { text: d.text, likes: d.num_likes, comments: d.num_comments, postedAt: d.posted } } ) }}, name to ={{ $('Validate Enrichment Result').item.json.name }}, and meeting to ={{ $('Separate Attendee Fields').item.json }}.
2. Configure Prepare Social Summary to include name, html_linkedin, and set attendeeEmail to ={{ $json.meeting.attendeeEmails.find(a => a.endsWith($json.meeting.domain)) }}, startHour to ={{ DateTime.fromISO($json.meeting.start.dateTime).hour }}, and startMinute to ={{ DateTime.fromISO($json.meeting.start.dateTime).minute }}.
3. Open Generate Email Summary and keep Resource as chat and Chat Model as gpt-4. Credential Required: Connect your openAiApi credentials.
4. In Combine Summary Context, set Mode to combine and Combination Mode to mergeByPosition to merge AI output with social summary.

Step 5: Configure Output and Messaging

The final message is built as HTML, then sent via WhatsApp and Gmail in parallel.

1. In Delay Before Dispatch, set Amount to 2 to introduce a short delay.
2. In Build HTML Message, keep the HTML template and ensure it references {{ $json.attendeeEmail }}, {{ $json.startHour }}, {{ $json.startMinute }}, {{ $json.name }}, and {{ $json.message.content }}.
3. Build HTML Message outputs to both Dispatch WhatsApp Message and Send Email Notice in parallel.
4. In Dispatch WhatsApp Message, set Text Body to ={{ $json.html }}, and replace [YOUR_ID] for phoneNumberId and recipientPhoneNumber. Credential Required: Connect your whatsAppApi credentials.
5. In Send Email Notice, set Send To to ={{ $('Setup Initial Variables').first().json.emails }}, Message to ={{ $json.html }}, and Subject to =Latest social activity for: {{ $('Combine Summary Context').item.json.name }}. Credential Required: Connect your gmailOAuth2 credentials.

Step 6: Test and Activate Your Workflow

Validate that meeting data flows through enrichment, AI summarization, and the final messaging outputs.

1. Click Execute Workflow to run a manual test starting from Scheduled Morning Trigger.
2. Verify that Retrieve Calendar Meetings returns events and that Derive Attendee Domains produces arrays for domain_name and attend_Emails.
3. Check that Select Key Post Insights creates linkedin_posts, and that Generate Email Summary returns a response used by Build HTML Message.
4. Confirm that both Dispatch WhatsApp Message and Send Email Notice receive the HTML payload and send successfully.
5. When results look correct, toggle the workflow to Active to run automatically each morning.