A brief on the person and their company before a call

Every morning the scenario takes your meetings from the calendar, gathers each attendee's social activity and company data and emails you a short brief.

  • A brief for every meeting — by morning
  • Fresh social activity and company data
  • You arrive at the call prepared
  • No manual googling before each meeting

How it works

To connect MISP and Pipedrive, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Every morning @ 7
  2. Then: Setup
  3. Then: Get meetings for today
  4. Then: Get attendees email domains
  5. Then: Split Out
  6. Check: Keep only ones with the domain
  7. Then: Enrich attendee company
  8. Check: Switch
  9. If yes: Get recent LinkedIn posts
  10. Then: Extract important data
  11. Check: Combine all activity for a company
  12. Then: Ask AI to summerize
  13. Check: Wrap everything together
  14. Then: Prepare email template
  15. Then: Gmail
  16. Then: Extract data for email
  17. If no: Get latest tweets
  18. Then: Extract important data again

You can launch this MISP + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.