AIを活用した会議調査とデイリーアジェンダ(Googleカレンダー、Attio CRM、Slack)

上級

これはAI Summarization, Multimodal AI分野の自動化ワークフローで、30個のノードを含みます。主にIf, Set, Code, Merge, Slackなどのノードを使用。 AIを活用した会議調査とデイリーアジェンダ:Googleカレンダー、Attio CRM、Slackを使用

前提条件
  • Slack Bot Token または Webhook URL
  • Googleアカウント + Gmail API認証情報
  • ターゲットAPIの認証情報が必要な場合あり
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "meta": {
    "instanceId": "2b4a3d81eafa60e4b2dfa202fdf88e491b785e2a2a6ca005b137d831a6faa7c0",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "5a367261-b56f-49f7-a447-43f82af7c428",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -832,
        144
      ],
      "parameters": {
        "color": 7,
        "width": 696,
        "height": 917,
        "content": "## Research meeting attendees and prepare daily agenda in Slack\n\nThis workflow automatically researches your meeting attendees every morning and sends you a comprehensive brief in Slack with context about who you're meeting, their company, and key talking points.\n\n### Who's it for\n- Sales professionals who need quick context before meetings\n- Executives with packed calendars who need meeting preparation\n- Customer success teams managing multiple client relationships\n- Anyone who wants to be better prepared for their daily meetings\n\n### How it works\n1. **Daily Trigger**: Runs every weekday morning at 6 AM to analyze your calendar\n2. **Calendar Analysis**: Fetches all meetings for the day from Google Calendar\n3. **Attendee Research**: For each external meeting:\n   - Searches your CRM (Attio) for existing contact information\n   - Uses AI to research attendees via web search, Gmail history, and past meetings\n   - Searches company information via Apollo.io\n   - Creates new CRM records if contacts don't exist\n4. **Brief Generation**: Compiles all research into a scannable meeting brief\n5. **Slack Delivery**: Sends formatted brief to your designated Slack channel\n\n### Setup Requirements\n- Google Calendar access (OAuth2)\n- Slack workspace with bot permissions\n- Attio CRM account (optional - for contact management)\n- Apollo.io API access (optional - for company research)\n- OpenRouter API key for AI processing\n- Gmail access for email history search\n\n### How to customize\n1. **Adjust Schedule**: Change the Schedule Trigger to your preferred time\n2. **Modify Research Tools**: Add or remove research sources based on your needs\n3. **Customize Output Format**: Edit the formatting prompt in \"Format Daily Meeting Brief\"\n4. **Change Delivery Method**: Replace Slack with email, Teams, or another channel"
      },
      "typeVersion": 1
    },
    {
      "id": "2409b8bd-2305-41fa-82f1-a97e68d9df43",
      "name": "スケジュールトリガー",
      "type": "n8n-nodes-base.scheduleTrigger",
      "notes": "Runs Monday-Friday at 6 AM",
      "position": [
        192,
        576
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 6 * * 1-5"
            }
          ]
        }
      },
      "notesInFlow": true,
      "typeVersion": 1.2
    },
    {
      "id": "19c5762b-ed9e-47db-80d7-0806c772a2a2",
      "name": "付箋1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        304,
        352
      ],
      "parameters": {
        "width": 383.52941176470586,
        "height": 145.88235294117646,
        "content": "### Step 1: Calendar Integration\nFetches today's meetings from your Google Calendar. The workflow filters for external meetings (those with attendees other than yourself)."
      },
      "typeVersion": 1
    },
    {
      "id": "edb6a777-cc4d-4326-9418-6b311a69e3dd",
      "name": "外部会議のフィルタリング",
      "type": "n8n-nodes-base.filter",
      "notes": "Keep only events with attendees",
      "position": [
        640,
        576
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "filter-external",
              "operator": {
                "type": "array",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.attendees }}",
              "rightValue": ""
            }
          ]
        },
        "looseTypeValidation": true
      },
      "typeVersion": 2.2,
      "alwaysOutputData": true
    },
    {
      "id": "2f8d687c-ce54-4a8b-93d9-86ca545fcdd7",
      "name": "外部会議はありますか?",
      "type": "n8n-nodes-base.if",
      "position": [
        864,
        576
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "has-meetings",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.id }}",
              "rightValue": 0
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a9b3151a-62f3-4b74-b590-62ce0381c755",
      "name": "会議なしメッセージ",
      "type": "n8n-nodes-base.slack",
      "position": [
        1072,
        768
      ],
      "webhookId": "f924f962-e870-44d5-ac44-60f9ed4f49d4",
      "parameters": {
        "text": "Good morning! No external meetings scheduled for today. Enjoy your focus time!",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "id",
          "value": "="
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "I1AdBji1W6jc0rm7",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "9404e80f-e34f-4160-bbad-b96e8526d0b1",
      "name": "付箋2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1184,
        192
      ],
      "parameters": {
        "width": 612.3529411764707,
        "height": 232.94117647058826,
        "content": "### Step 2: AI Research\nFor each meeting, the AI agent researches attendees using multiple sources:\n- Web search for recent news\n- Gmail history for past interactions\n- Calendar for previous meetings\n- CRM for existing contact info\n- Apollo.io for company data"
      },
      "typeVersion": 1
    },
    {
      "id": "001125d5-7aac-4aa3-a3d3-42b1f660b557",
      "name": "個別処理のためのイベント分割",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1088,
        480
      ],
      "parameters": {
        "include": "allOtherFields",
        "options": {},
        "fieldToSplitOut": "id"
      },
      "typeVersion": 1
    },
    {
      "id": "f815d71c-0f8b-4221-a980-da233b22eb79",
      "name": "AIエージェント - 会議リサーチ",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1568,
        496
      ],
      "parameters": {
        "text": "=You are a meeting preparation assistant. Analyze this meeting and prepare comprehensive research:\n\nMeeting Details:\n- Summary: {{ $json.summary }}\n- Start: {{ $json.start.dateTime }}\n- End: {{ $json.end.dateTime }}\n- Attendees: {{ $json.attendees.filter(a => a.email !== $('User Configuration').item.json.user_email).map(a => a.email).join(', ') }}\n\nYour tasks:\n1. Research each attendee using the available tools\n2. Identify the company they work for and research the company\n3. Find any previous interactions or context\n4. Prepare key talking points and questions\n5. Identify potential goals and outcomes for this meeting\n\nProvide a comprehensive meeting preparation report.",
        "options": {
          "systemMessage": "You are an expert meeting preparation assistant with access to CRM, email, calendar, and company research tools. Your goal is to help the user be fully prepared for their upcoming meetings by providing comprehensive research and context."
        },
        "promptType": "define"
      },
      "typeVersion": 2.2
    },
    {
      "id": "9fcd10f0-3300-4a7a-8f94-21b0a237db87",
      "name": "OpenRouter Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        1312,
        720
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openRouterApi": {
          "id": "bA9Ec45f0B7Bpa10",
          "name": "OpenRouter"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "42f7e6c1-6b51-42b6-af8c-cf46c4d91d94",
      "name": "Gmail履歴を検索",
      "type": "n8n-nodes-base.gmailTool",
      "position": [
        1568,
        720
      ],
      "webhookId": "744a15aa-5415-43c6-8bb6-1142aa6b8c1d",
      "parameters": {
        "simple": "={{ $fromAI('Simplify', '', 'boolean') }}",
        "filters": {
          "q": "={{ $fromAI('Search', '', 'string') }}"
        },
        "options": {},
        "operation": "getAll",
        "returnAll": "={{ $fromAI('Return_All', '', 'boolean') }}"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "yvJI2wRBiA9DGTL4",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "be673ca9-f382-4b12-b7ec-ff562dcebde7",
      "name": "ウェブ検索ツール",
      "type": "n8n-nodes-base.httpRequestTool",
      "onError": "continueRegularOutput",
      "position": [
        1696,
        720
      ],
      "parameters": {
        "url": "https://api.anthropic.com/v1/messages",
        "method": "POST",
        "options": {},
        "jsonBody": "={{ $fromAI('JSON', '{\"model\": \"claude-sonnet-4-20250514\", \"max_tokens\": 1024, \"messages\": [{\"role\": \"user\", \"content\": \"{web_search_question}\"}], \"tools\": [{\"type\": \"web_search_20250305\", \"name\": \"web_search\", \"max_uses\": 5}]}', 'json') }}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "toolDescription": "Searches the internet for current information. Use for finding recent news, press releases, blog posts, and other public information about the company or person.",
        "headerParameters": {
          "parameters": [
            {
              "name": "anthropic-version",
              "value": "2023-06-01"
            },
            {
              "name": "content-type",
              "value": "application/json"
            }
          ]
        },
        "nodeCredentialType": "anthropicApi"
      },
      "credentials": {
        "anthropicApi": {
          "id": "DSzu6hecOYxA6SIs",
          "name": "Anthropic account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "832369d1-242f-4a81-bc94-0de71425ed2e",
      "name": "Attio CRMを検索",
      "type": "n8n-nodes-base.httpRequestTool",
      "position": [
        1824,
        720
      ],
      "parameters": {
        "url": "https://api.attio.com/v2/objects/people/records/query",
        "method": "POST",
        "options": {},
        "jsonBody": "={\"filter\": {\"email_addresses\": \"{{ $fromAI('single_email_address', 'Email address to find', 'string') }}\"}, \"limit\": 1, \"offset\": 0}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "toolDescription": "Search CRM for information on a person by email address",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpBearerAuth": {
          "id": "H8ybPb8fmXzKWz50",
          "name": "Attio"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "31aeddca-5379-4b25-8393-84258b49e3bc",
      "name": "Apollo企業データを検索",
      "type": "n8n-nodes-base.httpRequestTool",
      "onError": "continueRegularOutput",
      "position": [
        1952,
        720
      ],
      "parameters": {
        "url": "https://api.apollo.io/api/v1/mixed_companies/search",
        "method": "POST",
        "options": {},
        "jsonBody": "={{ $fromAI('JSON', '', 'json') }}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "toolDescription": "Retrieves company data including industry, employee count, revenue, and technologies used",
        "headerParameters": {
          "parameters": [
            {
              "name": "Cache-Control",
              "value": "no-cache"
            },
            {
              "name": "accept",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "l7ce7mE7MBNIe7w2",
          "name": "Notion Webhook Auth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "182e4b7c-0b87-4ee3-9d17-85751bb71c0d",
      "name": "付箋3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2400,
        144
      ],
      "parameters": {
        "width": 370.58823529411774,
        "height": 176.47058823529412,
        "content": "### Step 3: CRM Integration\nFor each attendee:\n- Check if they exist in your CRM\n- Create new contact records if needed\n- Add meeting preparation notes to their profile"
      },
      "typeVersion": 1
    },
    {
      "id": "a052e367-d9c3-412a-be03-2ec28f0bafe6",
      "name": "会議リサーチ内容の整理",
      "type": "n8n-nodes-base.code",
      "position": [
        2160,
        496
      ],
      "parameters": {
        "jsCode": "const items = $input.all();\n\nreturn items.map((item, index) => {\n  let content = item.json.markdown_content || item.json.output || item.json.content || '';\n  \n  content = content.replace(/\"/g, '');\n  content = content.replace(/'/g, '');\n  content = content.replace(/\\r\\n/g, '\\n');\n  content = content.replace(/\\r/g, '\\n');\n  content = content.trim();\n  content = content.split(/\\n/).map(line => line.trim()).join('\\n');\n  content = content.replace(/\\n\\s*\\n\\s*\\n/g, '\\n\\n');\n  \n  return {\n    json: {\n      ...item.json,\n      cleaned_content: content\n    },\n    pairedItem: { item: index }\n  };\n});"
      },
      "typeVersion": 2
    },
    {
      "id": "62579c3f-9b3d-4345-b96b-8a13e31690f8",
      "name": "外部参加者の抽出",
      "type": "n8n-nodes-base.set",
      "position": [
        2384,
        336
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "22f8e8d1-b14f-47f5-ab45-4cfad5d27bbc",
              "name": "attendees",
              "type": "array",
              "value": "={{ $('Split Events for Individual Processing').item.json.attendees.filter(a => a.email !== $('User Configuration').item.json.user_email) }}"
            }
          ]
        },
        "includeOtherFields": true
      },
      "typeVersion": 3.4
    },
    {
      "id": "b237a783-5952-42be-9773-5941d837d556",
      "name": "CRMチェックのための参加者分割",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        2672,
        336
      ],
      "parameters": {
        "include": "allOtherFields",
        "options": {},
        "fieldToSplitOut": "attendees"
      },
      "typeVersion": 1
    },
    {
      "id": "2d9f8608-8a4a-473f-b55f-c7fa191d162b",
      "name": "Attioで人物を検索",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2960,
        336
      ],
      "parameters": {
        "url": "https://api.attio.com/v2/objects/people/records/query",
        "method": "POST",
        "options": {},
        "jsonBody": "={\"filter\": {\"email_addresses\": \"{{ $json.attendees.email }}\"}, \"limit\": 1, \"offset\": 0}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpBearerAuth": {
          "id": "H8ybPb8fmXzKWz50",
          "name": "Attio"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "4222a379-96ff-4e54-ad0d-b65431964300",
      "name": "CRMに人物は存在しますか?",
      "type": "n8n-nodes-base.if",
      "position": [
        3184,
        336
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "person-exists",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.data[0].id.record_id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "562e986a-6880-4c91-88c5-aa48947d72ef",
      "name": "人物レコードを作成",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        3408,
        416
      ],
      "parameters": {
        "url": "https://api.attio.com/v2/objects/people/records",
        "method": "POST",
        "options": {},
        "jsonBody": "={\"data\": {\"values\": {\"email_addresses\": [{\"email_address\": \"{{ $json.attendees.email }}\"}]}}}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpBearerAuth": {
          "id": "H8ybPb8fmXzKWz50",
          "name": "Attio"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "2f21cf2b-dda2-4cba-a364-d0a85d0c2532",
      "name": "CRM結果を統合",
      "type": "n8n-nodes-base.merge",
      "position": [
        3632,
        336
      ],
      "parameters": {},
      "typeVersion": 3.2
    },
    {
      "id": "f368504d-7fd3-4cef-af4b-5bb5bd80e4b1",
      "name": "人物にノートを作成",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        3856,
        336
      ],
      "parameters": {
        "url": "https://api.attio.com/v2/notes",
        "method": "POST",
        "options": {},
        "jsonBody": "={\"data\": {\"parent_object\": \"people\", \"parent_record_id\": \"{{ $json.data[0].id.record_id }}\", \"title\": \"Meeting Prep\", \"content\": \"{{ $('Clean Meeting Research Content').item.json.cleaned_content.replaceAll('\\n','\\\\n') }}\", \"format\": \"markdown\"}}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "credentials": {
        "httpBearerAuth": {
          "id": "H8ybPb8fmXzKWz50",
          "name": "Attio"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "222c778d-75e7-469e-8fd8-482f644726e5",
      "name": "付箋4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2848,
        800
      ],
      "parameters": {
        "width": 370.58823529411774,
        "height": 137.6470588235294,
        "content": "### Step 4: Brief Generation & Delivery\nAll research is compiled into a formatted meeting brief and sent to your Slack channel"
      },
      "typeVersion": 1
    },
    {
      "id": "5cb71809-ea9b-49e4-a031-e151edf05981",
      "name": "リサーチ結果の集約",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        2384,
        640
      ],
      "parameters": {
        "options": {},
        "fieldsToAggregate": {
          "fieldToAggregate": [
            {
              "fieldToAggregate": "output"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "87e79d10-28e4-46a4-8e77-c13d4f034af2",
      "name": "デイリー会議ブリーフのフォーマット",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        2608,
        640
      ],
      "parameters": {
        "text": "=Create a scannable meeting brief for my meetings today. I have {{ $json.output.length }} meetings.\n\nFor EACH meeting, use this EXACT format:\n\n*[TIME] Meeting Title*\n*Who:* [Name, Company/Role]\n*Purpose:* [2-5 sentences - why this meeting matters]\n*Key Context:* [1-2 critical facts about them/company]\n*Action:* [Your main goal for this meeting]\n*Watch For:* [One thing to pay attention to]\n\nRules:\n- Focus only on actionable intelligence\n- Be extremely concise\n- No introductions or conclusions\n\nMeeting data:\n{{ $json.output.map((m, i) => `\\n========== MEETING ${i + 1} ==========\\n${JSON.stringify(m, null, 2)}\\n========== END MEETING ${i + 1} ==========\\n`).join('\\n\\n') }}",
        "batching": {},
        "promptType": "define"
      },
      "typeVersion": 1.7
    },
    {
      "id": "2c5ecb97-be42-4747-8389-27c58c0426f6",
      "name": "OpenRouter Chat Model1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenRouter",
      "position": [
        2688,
        864
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
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      "typeVersion": 1
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      "name": "デイリーブリーフをSlackに送信",
      "type": "n8n-nodes-base.slack",
      "position": [
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      "webhookId": "105e0e19-d9e9-4944-a9ea-587d2987cf0c",
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        "select": "channel",
        "channelId": {
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        "otherOptions": {},
        "authentication": "oAuth2"
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      "typeVersion": 2.3
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      "name": "複数イベントを取得",
      "type": "n8n-nodes-base.googleCalendar",
      "position": [
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      "parameters": {
        "options": {},
        "timeMax": "={{ $today.plus({ day: 1 }) }}",
        "timeMin": "={{ $today }}",
        "calendar": {
          "__rl": true,
          "mode": "list",
          "value": "harry@onetwogrowth.com",
          "cachedResultName": "OneTwo Growth Studio"
        },
        "operation": "getAll"
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      "typeVersion": 1.3
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よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

上級 - AI要約, マルチモーダルAI

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
上級
ノード数30
カテゴリー2
ノードタイプ18
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

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カテゴリー: 34