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Summarize social media activity of a company before a call

Milorad FilipovićMilorad Filipović
10502 views
2/3/2026
Lead ManagementAutomationSalesforceCSVData Import
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How it works

It’s very important to come prepared to Sales calls. This often means a lot of manual research about the person you’re calling with. This workflow delivers a summary of the latest social media activity (LinkedIn + X) for businesses you are about to interact with each day.

  • Scans Your Calendar: Each morning, it reviews your Google Calendar for any scheduled meetings or calls with companies based on each attendee email address.
  • Fetches Latest Posts: For each identified company, it fetches recent LinkedIn and X posts and summerizes them using AI to deliver a qucik overview for a busy sales rep.
  • Delivers Insights: You receive personalized emails via Gmail, each dedicated to a company you’re meeting with that day, containing a reminder of the meeting and a summary of company's recent social media activity.

Setup steps

The workflow requires you to have the following accounts set up in their respective nodes:

  • Google Calendar
  • GMail
  • Clearbit
  • OpenAI

Besides those, you will need an account on the RapidAPI platform and subscribe to the following APIs:

Template setup

Email example

Email example

n8n Workflow: Company Social Media Activity Summarizer

This n8n workflow automates the process of gathering and summarizing a company's recent social media activity, specifically focusing on X (formerly Twitter). It's designed to provide a quick overview of a company's online presence, which can be particularly useful before a call or meeting with that company.

What it does

This workflow performs the following key steps:

  1. Triggers on Schedule: The workflow can be configured to run at scheduled intervals (e.g., daily, weekly) or manually.
  2. Identifies Company: It expects a company name as input.
  3. Enriches Company Data (Clearbit): It uses Clearbit to retrieve additional company information, including its website URL, based on the provided company name.
  4. Searches X (Twitter): It constructs a search query for X (Twitter) to find recent tweets mentioning the company's name or website.
  5. Scrapes X Search Results: It makes an HTTP request to a Twitter search URL and then uses an HTML node to extract relevant tweet content (e.g., tweet text, author).
  6. Filters and Processes Tweets: It filters out irrelevant tweets and prepares the remaining data for summarization.
  7. Summarizes with OpenAI: It sends the collected tweet data to OpenAI to generate a concise summary of the company's social media activity.
  8. Sends Summary via Email (Gmail): The generated summary is then sent as an email using Gmail to a specified recipient.
  9. Creates Calendar Event (Google Calendar): Optionally, it can create a Google Calendar event with the summary details.
  10. Handles No Social Media Activity: If no relevant social media activity is found, it sends an email indicating this.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • Clearbit Account & API Key: For company data enrichment.
  • OpenAI Account & API Key: For generating summaries.
  • Gmail Account & Credentials: Configured in n8n for sending emails.
  • Google Calendar Account & Credentials: Configured in n8n for creating calendar events (optional).
  • X (Twitter) Access: While it uses an HTTP Request to scrape, direct access to Twitter's search functionality is implied. No specific Twitter API key is explicitly shown in the JSON for search, but rate limits or changes to Twitter's web structure could affect the scraping.

Setup/Usage

  1. Import the Workflow: Download the JSON provided and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your Clearbit credentials.
    • Set up your OpenAI credentials.
    • Set up your Gmail credentials.
    • Set up your Google Calendar credentials (if using the calendar event feature).
  3. Configure Nodes:
    • Schedule Trigger (Node 839): Adjust the schedule to your desired frequency.
    • Edit Fields (Set) (Node 38): Configure the companyName field with the name of the company you want to monitor.
    • Clearbit (Node 218): Ensure it's correctly configured with your Clearbit credentials.
    • HTTP Request (Node 19): This node is configured to scrape Twitter. You might need to adjust the URL or parsing logic if Twitter's website structure changes.
    • HTML (Node 842): This node parses the HTML response from Twitter. Review its configuration to ensure it correctly extracts tweet content.
    • OpenAI (Node 840): Ensure your OpenAI credentials are set up. The prompt for summarization might need fine-tuning for optimal results.
    • Gmail (Node 356): Configure the recipient email address and subject line for the summary emails.
    • Google Calendar (Node 317): If enabled, configure the calendar ID and event details.
  4. Activate the Workflow: Once all configurations are complete, activate the workflow. It will then run according to its schedule or when manually triggered.

This workflow provides a powerful way to stay informed about a company's social media presence with minimal manual effort.

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