🏷️ Project Title

AI Meeting Briefing Platform – Autonomous Sales & Intelligence Engine

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🧾 Executive Summary

The AI Meeting Briefing Platform is a production-grade, autonomous intelligence system that converts calendar events into verified, structured, and CRM-ready business intelligence. Upon the creation of a meeting, the system automatically extracts attendee identity, resolves the organization, scrapes LinkedIn activity, retrieves email history, analyzes company websites, and produces an executive-grade briefing used by sales, founders, and enterprise teams.

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📑 Table of Contents

• 🏷️ Project Title
• 🧾 Executive Summary
• 🧩 Project Overview
• 🎯 Objectives & Goals
• ✅ Acceptance Criteria
• 💻 Prerequisites
• ⚙️ Installation & Setup
• 🔗 API Documentation
• 🖥️ UI / Frontend
• 🔢 Status Codes
• 🚀 Features
• 🧱 Tech Stack & Architecture
• 🛠️ Workflow & Implementation
• 🧪 Testing & Validation
• 🔍 Validation Summary
• 🧰 Verification Tools
• 🧯 Troubleshooting
• 🔒 Security & Secrets
• ☁️ Deployment
• ⚡ Quick-Start
• 🧾 Usage Notes
• 🧠 Performance
• 🌟 Enhancements
• 🧩 Maintenance
• 🏆 Achievements
• 🧮 High-Level Architecture
• 🗂️ Project Structure
• 🧭 Live Demonstration
• 💡 Summary, Closure & Compliance

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🧩 Project Overview

This platform functions as a full-scale autonomous research and sales enablement system. It continuously listens to Google Calendar for newly created meetings, extracts structured data using AI, and executes a multi-source research pipeline spanning LinkedIn, Gmail, company websites, and search engines. All verified data is synthesized into a concise executive briefing and stored inside CRM platforms for immediate sales activation.

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🎯 Objectives & Goals

• Automate meeting-based lead research and enrichment
• Provide AI-generated executive briefings before every call
• Eliminate manual LinkedIn and website research
• Guarantee data accuracy through tool-verified AI
• Synchronize enriched contacts directly into CRM systems

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✅ Acceptance Criteria

Criteria	Description
Calendar Trigger	System activates on every new meeting
AI Extraction	Identity and company data must be structured
Domain Resolution	Website must be derived from business email if missing
Research Execution	LinkedIn, Gmail, and Web must be queried
CRM Sync	Contacts must be written to Airtable and HighLevel
Briefing Output	Executive briefing must be generated

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💻 Prerequisites

• n8n running locally or on cloud
• Anthropic Claude API access
• Apify account for LinkedIn and Web scraping
• SerpAPI for Google search
• Google Calendar and Gmail OAuth credentials
• Airtable base configured
• HighLevel CRM account

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⚙️ Installation & Setup

1. Deploy n8n using Docker or server instance
2. Configure environment variables for all APIs
3. Import briefing-agent.json into n8n
4. Connect Google Calendar, Gmail, Apify, Airtable, HighLevel
5. Verify credential connectivity
6. Activate the workflow

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🔗 API Documentation

Service	Purpose
Anthropic API	AI extraction and briefing generation
Apify API	LinkedIn and website scraping
SerpAPI	Google search fallback
Google Calendar API	Meeting trigger source
Gmail API	Email conversation history
Airtable API	CRM data persistence
HighLevel API	Sales contact activation

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🖥️ UI / Frontend

This platform operates as a headless intelligence engine. The primary UI surfaces are:

• Google Calendar – meeting creation interface
• Airtable – CRM viewing and editing
• HighLevel – sales pipeline interface

n8n serves as the orchestration console where workflows, tool connections, and logs are managed.

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🔢 Status Codes

Code	Meaning
200	Successful data retrieval
400	Invalid or missing parameters
401	Authentication failure
429	API rate limit reached
500	External service failure

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🚀 Features

Capability	Description
Event-based automation	Meeting creation triggers intelligence pipeline
AI extraction	Claude converts text into structured data
Domain resolution	Email to website inference
LinkedIn scraping	Professional and company insights
Email analysis	Conversation history retrieval
CRM sync	Sales system activation
Briefing generation	Executive-level summaries

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🧱 Tech Stack & Architecture

Google Calendar
      │
      ▼
n8n Orchestrator
      │
      ▼
Claude AI (Extraction)
      │
      ▼
Domain Logic
      │
      ▼
Autonomous Research Agent
      │
      ├─ LinkedIn (Apify)
      ├─ Gmail
      ├─ Website Scraper
      └─ Google (SerpAPI)
      │
      ▼
Airtable + HighLevel CRM

Layer	Technology
Orchestration	n8n
AI	Anthropic Claude
Scraping	Apify
Search	SerpAPI
CRM	Airtable, HighLevel

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🛠️ Workflow & Implementation

1. Calendar event is created
2. n8n captures the event
3. Claude extracts person and company data
4. Email domain is converted into website URL
5. AI agent selects tools
6. LinkedIn, Gmail, and web are queried
7. Data is verified
8. Briefing is generated
9. Contact is written to CRM

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🧪 Testing & Validation

ID	Area	Command	Expected Output	Explanation
T01	Calendar Trigger	Create Google Calendar event	Workflow starts	Validates event ingestion layer
T02	AI Extraction	Trigger workflow	Structured identity JSON	Ensures Claude extraction
T03	Domain Logic	Use business email	Website auto-resolved	Validates domain inference
T04	LinkedIn	Run agent	Posts returned	Ensures scraper connectivity
T05	CRM	Run workflow	Contact created	Validates CRM integration

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🔍 Validation Summary

• All integrations verified
• AI outputs confirmed as tool-based
• CRM records validated
• Multi-source data cross-checked

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🧰 Verification Testing Tools & Command Examples

• n8n execution logs
• Apify dataset viewer
• Airtable records
• HighLevel contact view
• Google Calendar events

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🧯 Troubleshooting & Debugging

Issue	Cause	Resolution
No briefing	Missing data	Check LinkedIn or website URLs
No CRM update	Invalid token	Re-auth Airtable or HighLevel
Empty email history	No Gmail thread	Ensure email exists

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🔒 Security & Secrets

• All API keys stored in environment variables
• No secrets in GitHub
• OAuth for Google and HighLevel
• AI restricted to verified tools

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☁️ Deployment

• Deploy n8n on cloud or VPS
• Configure environment variables
• Import workflow JSON
• Connect APIs
• Activate workflow

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⚡ Quick-Start Cheat Sheet

1. Create Google Calendar event
2. Verify workflow runs
3. Check briefing output
4. Open Airtable and HighLevel

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🧾 Usage Notes

• System is fully autonomous
• Briefings generated before meetings
• CRM always stays enriched

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🧠 Performance & Optimization

• Parallel tool calls
• Selective scraping
• Token-efficient prompts

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🌟 Enhancements & Features

• Multi-language briefings
• Meeting reminders
• Team dashboards

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🧩 Maintenance & Future Work

• Add Slack and Teams integration
• Improve deduplication
• Enterprise SSO

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🏆 Key Achievements

• End-to-end autonomous research
• Enterprise-grade CRM sync
• AI governed by real data

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🧮 High-Level Architecture

The AI Meeting Briefing Platform is built as an event-driven, AI-orchestrated intelligence pipeline that converts meetings into sales-ready knowledge. The architecture below shows the complete data and control flow across all system layers.

┌──────────────────────────────┐
│        Google Calendar        │
│   (Meeting Created / Updated) │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│      n8n Trigger Engine       │
│   (Event Ingestion Layer)     │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│   AI Information Extractor   │
│   (Claude – Identity Parser) │
│  • Name                      │
│  • Email                     │
│  • Company                   │
│  • LinkedIn URLs             │
│  • Website                   │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│     Domain Resolution Layer  │
│  • Detect business email     │
│  • Derive website from domain│
│  • Normalize company identity│
└───────────────┬──────────────┘
                │
                ▼
┌─────────────────────────────────────────────────┐
│          Autonomous AI Research Agent            │
│        (Claude + Tool Orchestration Layer)       │
│                                                 │
│  ┌──────────────┐  ┌──────────────┐            │
│  │ LinkedIn     │  │ LinkedIn     │            │
│  │ Person Posts │  │ Company Posts│            │
│  └──────┬───────┘  └──────┬───────┘            │
│         │                │                    │
│  ┌──────▼───────┐  ┌──────▼───────┐            │
│  │ Website      │  │ Gmail Email  │            │
│  │ Scraper      │  │ History      │            │
│  └──────┬───────┘  └──────┬───────┘            │
│         │                │                    │
│           ┌──────────────▼─────────────┐      │
│           │        Google Search        │      │
│           │      (Fallback Validator)  │      │
│           └──────────────┬─────────────┘      │
│                          ▼                    │
│            Verified Multi-Source Intelligence │
└───────────────┬────────────────────────────────┘
                │
                ▼
┌──────────────────────────────┐
│     AI Briefing Generator    │
│  • Person summary            │
│  • Company summary           │
│  • Role                      │
│  • Recent updates            │
│  • Conversation history      │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│      Response & Formatting   │
│    (Structured Brief Output) │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│           Airtable           │
│     (CRM System of Record)   │
└───────────────┬──────────────┘
                │
                ▼
┌──────────────────────────────┐
│          HighLevel           │
│   (Sales & Outreach Engine)  │
└──────────────────────────────┘

This architecture guarantees:

• Every briefing is triggered by a real meeting
• Every data point is verified by an external tool
• Every contact is synchronized into CRM systems
• No hallucinated or unverified data enters the sales pipeline

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🗂️ Project Structure

AI-MEETING-BRIEFING-PLATFORM
│
├── assets/diagrams
├── docs
│   ├── architecture.md
│   ├── data-flow.md
│   ├── execution-phases.md
│   ├── security.md
│   └── toolchain.md
├── workflows
│   └── briefing-agent.json
├── .env.example
├── .gitignore
└── README.md

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🧭 How to Demonstrate Live

1. Create Google Calendar meeting
2. Observe n8n execution
3. View AI briefing
4. Check Airtable & HighLevel

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💡 Summary, Closure & Compliance

This platform provides enterprise-grade autonomous sales intelligence that complies with security, governance, and data integrity standards.