Automate Sales Meeting Prep with Claude AI & Explorium Intelligence

Description

Research Agent - Automated Sales Meeting Intelligence

This n8n workflow automatically prepares comprehensive sales research briefs every morning for your upcoming meetings by analyzing both the companies you're meeting with and the individual attendees. The workflow connects to your calendar, identifies external meetings, enriches companies and contacts with deep intelligence from Explorium, and delivers personalized research reports—giving your sales team everything they need for informed, confident conversations.

DEMO

Template Demo

Credentials Required

To use this workflow, set up the following credentials in your n8n environment:

Google Calendar (or Outlook)
Type:** OAuth2
Used for:** Reading daily meeting schedules and identifying external attendees
Alternative: Microsoft Outlook Calendar
Get credentials at Google Cloud Console

Explorium API
Type:** Generic Header Auth
Header:** Authorization
Value:** Bearer YOUR_API_KEY
Used for:** Business/prospect matching, firmographic enrichment, professional profiles, LinkedIn posts, website changes, competitive intelligence
Get your API key at Explorium Dashboard

Explorium MCP
Type:** HTTP Header Auth
Used for:** Real-time company intelligence and supplemental research for AI agents
Connect to: https://mcp.explorium.ai/mcp

Anthropic API
Type:** API Key
Used for:** AI-powered company and attendee research analysis
Get your API key at Anthropic Console

Slack (or preferred output)
Type:** OAuth2
Used for:** Delivering research briefs
Alternative options: Google Docs, Email, Microsoft Teams, CRM updates

Go to Settings → Credentials, create these credentials, and assign them in the respective nodes before running the workflow.

Workflow Overview

Node 1: Schedule Trigger
Automatically runs the workflow on a recurring schedule.

Type:** Schedule Trigger
Default:** Every morning before business hours
Customizable:** Set to any interval (hourly, daily, weekly) or specific times

Alternative Trigger Options:
Manual Trigger:** On-demand execution
Webhook:** Triggered by calendar events or CRM updates

Node 2: Get many events
Retrieves meetings from your connected calendar.

Calendar Source:** Google Calendar (or Outlook)
Authentication:** OAuth2
Time Range:** Current day + 18 hours (configurable via timeMax)
Returns:** All calendar events with attendee information, meeting titles, times, and descriptions

Node 3: Filter for External Meetings
Identifies meetings with external participants and filters out internal-only meetings.

Filtering Logic:
Extracts attendee email domains
Excludes your company domain (e.g., 'explorium.ai')
Excludes calendar system addresses (e.g., 'resource.calendar.google.com')
Only passes events with at least one external attendee

Important Setup Note: Replace 'explorium.ai' in the code node with your company domain to properly filter internal meetings.

Output:
Events with external participants only
external_attendees: Array of external contact emails
company_domains: Unique list of external company domains per meeting
external_attendee_count: Number of external participants

Company Research Pipeline

Node 4: Loop Over Items
Iterates through each meeting with external attendees for company research.

Node 5: Extract External Company Domains
Creates a deduplicated list of all external company domains from the current meeting.

Node 6: Explorium API: Match Business
Matches company domains to Explorium's business entity database.

Method:** POST
Endpoint:** /v1/businesses/match
Authentication:** Header Auth (Bearer token)

Returns:
business_id: Unique Explorium identifier
matched_businesses: Array of matches with confidence scores
Company name and basic info

Node 7: If
Validates that a business match was found before proceeding to enrichment.

Condition:** business_id is not empty
If True:** Proceed to parallel enrichment nodes
If False:** Skip to next company in loop

Nodes 8-9: Parallel Company Enrichment

Node 8: Explorium API: Business Enrich
Endpoints:** /v1/businesses/firmographics/enrich, /v1/businesses/technographics/enrich
Enrichment Types:** firmographics, technographics
Returns:** Company name, description, website, industry, employees, revenue, headquarters location, ticker symbol, LinkedIn profile, logo, full tech stack, nested tech stack by category, BI & analytics tools, sales tools, marketing tools

Node 9: Explorium API: Fetch Business Events
Endpoint:** /v1/businesses/events/fetch
Event Types:** New funding rounds, new investments, mergers & acquisitions, new products, new partnerships
Date Range:** September 1, 2025 - November 4, 2025
Returns:** Recent business milestones and financial events

Node 10: Merge
Combines enrichment responses and events data into a single data object.

Node 11: Cleans Merge Data Output
Transforms merged enrichment data into a structured format for AI analysis.

Node 12: Company Research Agent
AI agent (Claude Sonnet 4) that analyzes company data to generate actionable sales intelligence.

Input: Structured company profile with all enrichment data

Analysis Focus:
Company overview and business context
Recent website changes and strategic shifts
Tech stack and product focus areas
Potential pain points and challenges
How Explorium's capabilities align with their needs
Timely conversation starters based on recent activity

Connected to Explorium MCP: Can pull additional real-time intelligence if needed to create more detailed analysis

Node 13: Create Company Research Output
Formats the AI analysis into a readable, shareable research brief.

Attendee Research Pipeline

Node 14: Create List of All External Attendees
Compiles all unique external attendee emails across all meetings.

Node 15: Loop Over Items2
Iterates through each external attendee for individual enrichment.

Node 16: Extract External Company Domains1
Extracts the company domain from each attendee's email.

Node 17: Explorium API: Match Business1
Matches the attendee's company domain to get business_id for prospect matching.

Method:** POST
Endpoint:** /v1/businesses/match
Purpose:** Link attendee to their company

Node 18: Explorium API: Match Prospect
Matches attendee email to Explorium's professional profile database.

Method:** POST
Endpoint:** /v1/prospects/match
Authentication:** Header Auth (Bearer token)

Returns:
prospect_id: Unique professional profile identifier

Node 19: If1
Validates that a prospect match was found.

Condition:** prospect_id is not empty
If True:** Proceed to prospect enrichment
If False:** Skip to next attendee

Node 20: Explorium API: Prospect Enrich
Enriches matched prospect using multiple Explorium endpoints.

Enrichment Types:** contacts, profiles, linkedin_posts
Endpoints:** /v1/prospects/contacts/enrich, /v1/prospects/profiles/enrich, /v1/prospects/linkedin_posts/enrich

Returns:
Contacts:** Professional email, email status, all emails, mobile phone, all phone numbers
Profiles:** Full professional history, current role, skills, education, company information, experience timeline, job titles and seniority
LinkedIn Posts:** Recent LinkedIn activity, post content, engagement metrics, professional interests and thought leadership

Node 21: Cleans Enrichment Outputs
Structures prospect data for AI analysis.

Node 22: Attendee Research Agent
AI agent (Claude Sonnet 4) that analyzes prospect data to generate personalized conversation intelligence.

Input: Structured professional profile with activity data

Analysis Focus:
Career background and progression
Current role and responsibilities
Recent LinkedIn activity themes and interests
Potential pain points in their role
Relevant Explorium capabilities for their needs
Personal connection points (education, interests, previous companies)
Opening conversation starters

Connected to Explorium MCP: Can gather additional company or market context if needed

Node 23: Create Attendee Research Output
Formats attendee analysis into a readable brief with clear sections.

Node 24: Merge2
Combines company research output with attendee information for final assembly.

Node 25: Loop Over Items1
Manages the final loop that combines company and attendee research for output.

Node 26: Send a message (Slack)
Delivers combined research briefs to specified Slack channel or user.

Alternative Output Options:
Google Docs:** Create formatted document per meeting
Email:** Send to meeting organizer or sales rep
Microsoft Teams:** Post to channels or DMs
CRM:** Update opportunity/account records with research
PDF:** Generate downloadable research reports

Workflow Flow Summary

Schedule: Workflow runs automatically every morning
Fetch Calendar: Pull today's meetings from Google Calendar/Outlook
Filter: Identify meetings with external attendees only
Extract Companies: Get unique company domains from external attendees
Extract Attendees: Compile list of all external contacts

Company Research Path:
Match Companies: Identify businesses in Explorium database
Enrich (Parallel): Pull firmographics, website changes, competitive landscape, events, and challenges
Merge & Clean: Combine and structure company data
AI Analysis: Generate company research brief with insights and talking points
Format: Create readable company research output

Attendee Research Path:
Match Prospects: Link attendees to professional profiles
Enrich (Parallel): Pull profiles, job changes, and LinkedIn activity
Merge & Clean: Combine and structure prospect data
AI Analysis: Generate attendee research with background and approach
Format: Create readable attendee research output

Delivery:
Combine: Merge company and attendee research for each meeting
Send: Deliver complete research briefs to Slack/preferred platform

This workflow eliminates manual pre-meeting research by automatically preparing comprehensive intelligence on both companies and individuals—giving sales teams the context and confidence they need for every conversation.

Customization Options

Calendar Integration
Works with multiple calendar platforms:
Google Calendar:** Full OAuth2 integration
Microsoft Outlook:** Calendar API support
CalDAV:** Generic calendar protocol support

Trigger Flexibility
Adjust when research runs:
Morning Routine:** Default daily at 7 AM
On-Demand:** Manual trigger for specific meetings
Continuous:** Hourly checks for new meetings

Enrichment Depth
Add or remove enrichment endpoints:
Company:** Technographics, funding history, news mentions, hiring signals
Prospects:** Contact information, social profiles, company changes
Customizable:** Select only needed data to optimize speed and costs

Research Scope
Configure what gets researched:
All External Meetings:** Default behavior
Filtered by Keywords:** Only meetings with specific titles
By Attendee Count:** Only meetings with X+ external attendees
By Calendar:** Specific calendars only

Output Destinations
Deliver research to your preferred platform:
Messaging:** Slack, Microsoft Teams, Discord
Documents:** Google Docs, Notion, Confluence
Email:** Gmail, Outlook, custom SMTP
CRM:** Salesforce, HubSpot (update account notes)
Project Management:** Asana, Monday.com, ClickUp

AI Model Options
Swap AI providers based on needs:
Default: Anthropic Claude (Sonnet 4)
Alternatives: OpenAI GPT-4, Google Gemini

Setup Notes

Domain Configuration: Replace 'explorium.ai' in the Filter for External Meetings code node with your company domain
Calendar Connection: Ensure OAuth2 credentials have calendar read permissions
Explorium Credentials: Both API key and MCP credentials must be configured
Output Timing: Schedule trigger should run with enough lead time before first meetings
Rate Limits: Adjust loop batch sizes if hitting API rate limits during enrichment
Slack Configuration: Select destination channel or user for research delivery
Data Privacy: Research is based on publicly available professional information and company data

This workflow acts as your automated sales researcher, preparing detailed intelligence reports every morning so your team walks into every meeting informed, prepared, and ready to have meaningful conversations that drive business forward.