Get to know meeting participants before you see them!
Every meeting is an opportunity to connect with the other person. You shouldn't be rushing to find participants information. Instead, you can do it automatically.
This automation will research your next meeting participants and add their company, job title, and other relevant information for you automatically, right to your calendar.
This is called a “description enricher”, which is offered by other tools. Here you can use it for free and customize it for your needs.
Now, let’s set it up.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
Now, click on the automation to run it. That's it!
This will pick the next meeting with participants in your Calendar and search for the social information and companies of their participants. Then it'll add the information to the meeting description.
You can schedule this automation to happen multiple times a day, so you don't have to click on it every time.
To do this, hover over the Playbook and click on "Open Builder". From there, edit the automation by adding a trigger at the beggining. You can use "When time has passed of duration" and specify that you want to run this every hour.
This way you won't have to think about runnning this every time you have a meeting.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.