Auto-Prep a one-page brief with AI When a demo is booked
Every time a demo is booked, this workflow hands it to OpenAI, which pulls the account history into a pre-call brief. You get a brief in your inbox before every demo without lifting a finger.
- 1
Trigger when a demo is booked
A
Calendly Triggerstarts the workflow the moment a demo is booked. - 2
Hand it to the AI agent
An
AI Agentnode running OpenAI pulls the account history into a pre-call brief. The prompt is pre-written and scoped to this one job so results stay consistent. - 3
Deliver the brief
The result is sent to Gmail — with the original for context.
- 4
Add a safety net (optional)
Insert an
IF/human-approval step before anything is published or emailed, so you stay in control until you trust the output.
Frequently asked questions
How do I import the workflow into n8n?
Download the JSON, then in n8n open a new workflow, choose ⋯ → Import from file, and select it. Every trigger, node and connection appears on the canvas; you just add your credentials and activate it.
How much does the AI part cost to run?
Pennies. Each run sends a small amount of text to the model, so most teams spend a few dollars a month even at hundreds of runs. You set the model and can cap volume in n8n, so costs never surprise you.
Can I trust the AI to get the brief right?
The prompt is tightly scoped to one job and you can add a human-approval step in n8n before anything is sent or published. Start with review-mode for a week, and once you trust the output, switch it to fully automatic.
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