1/ The workflow starts with a new sales call on Google Calendar.
2/ An OpenAI model processes the initial meeting context, initiating the enrichment.
3/ The Lead Enrichment Director (AI agent) then activates multiple tools:
- Website Analyzer scans company info
- LinkedIn Research digs into prospect details
- Perplexity searches for recent news & updates for both company and individual
4/ A Document Agent takes all this and creates meeting briefs, updates calendar event and sends email summaries.
5/ This agent runs automatically before every sales call.
Let me know what you think of this setup!
Full video and resources below: