Personalize Client Meeting Prep with GPT-4, Google Calendar, Notion & Places API to Slack

Who is this for This template is perfect for sales professionals, account managers, and business development teams who want to make memorable impressions on their clients. It automates the tedious task of researching gift shops and preparation spots before important meetings. What it does This workflow automatically prepares personalized recommendations for client visits by monitoring your Google Calendar, enriching data from Notion, and using AI to select the perfect options. How it works

Trigger: Activates when a calendar event containing keywords like "visit," "meeting," "client," or "dinner" is created or updated Extract: Parses company name from the event title Enrich: Fetches customer preferences from your Notion database Search: Google Places API finds nearby gift shops and quiet cafes Analyze: GPT-4 recommends the best options based on customer preferences Notify: Sends a personalized message to Slack with recommendations

Example Slack Output Here's what the final notification looks like: 🎁 Recommended Gift Shop Patisserie Sadaharu AOKI (★4.6) 3-5-2 Marunouchi, Chiyoda-ku 💡 Reason: The customer loves French desserts, so this patisserie's macarons would be perfect!

☕ Pre-Meeting Cafe Starbucks Reserve Roastery (★4.5) 5 min walk from meeting location Set up steps Setup time: approximately 15 minutes

Google Calendar: Connect your Google Calendar account and select your calendar Notion Database: Create a customer database with "Company Name" (title) and "Preferences" (text) fields Google Places API: Get an API key from Google Cloud Console and add it to the Configuration node OpenAI: Connect your OpenAI account for AI-powered recommendations Slack: Connect your Slack workspace and update the channel ID in the final node

Requirements

Google Calendar account Notion account with a customer database Google Places API key (requires Google Cloud account) OpenAI API key Slack workspace with bot permissions

How to customize

Search radius: Adjust the searchRadius parameter in the Configuration node (default: 1000 meters) Event keywords: Modify the Filter node conditions to match your calendar naming conventions Notification channel: Change the Slack channel ID to your preferred channel