Enterprise

Pre-Call Research — Automated Client Briefing

n8n workflow triggered via webhook that generates a comprehensive client briefing before sales calls — saves 20-30 minutes per call

How It Works

🔗 WebhookPOST with person + company
🔍 Multi-Source ResearchTavily + Firecrawl
🧠 HermesSynthesizes briefing
📬 Telegram@Mark_II_2_bot

Schedule & Delivery

PropertyValue
TriggerWebhook (POST with person name + company)
Delivery bot@Mark_II_2_bot
Status⏸ Inactive (Enterprise on-demand)
Time saved20-30 minutes per call

What the Briefing Includes

👤 Person profileRole, background, recent activity, LinkedIn
🏢 Company overviewIndustry, size, recent news, funding
🎯 Talking pointsRelevance angles, pain points, conversation hooks
⚠️ Red flagsNegative news, potential objections, competitor relationships

Requirements

RequirementDetails
n8nSelf-hosted instance with webhook endpoint exposed
n8n ProxyFor Hermes research calls (:8765/precall)
Tavily API KeyPerson and company research
Firecrawl API KeyDeep page extraction
HermesFor structured briefing synthesis

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