Generate live sales demo briefings from HubSpot, web research, Slack and Sheets with Gemini
Quick overview
Description
Quick overview Youtube Video: https://youtu.be/ZiZEtSxSFoY This workflow receives demo booking webhooks, validates and deduplicates them, enriches the request with HubSpot history and lightweight web research, generates a sales briefing with Google Gemini, posts it to Slack, and logs the briefing status and AI output to Google Sheets. How it works Receives a POST webhook request containing demo booking details. Validates required fields, optionally checks a shared secret header, and deduplicates repeat bookings within a time window before deciding whether to proceed. Upserts the booking into a Google Sheets “Bookings” sheet and waits briefly before looking up the contact in HubSpot by email. Retrieves HubSpot deals, tickets, and recent engagements and creates a new HubSpot contact if none exists. Builds a briefing context and runs several HTTP requests for web research snippets (DuckDuckGo results and optionally the company website via r.jina.ai). Sends the compiled booking, HubSpot data, and research snippets to a Google Gemini model to generate a Slack-formatted sales briefing. Posts the briefing to a Slack channel, logs briefing status and AI output back to Google Sheets, and returns a JSON success response to the original webhook call. Setup Configure the webhook URL (POST /demo-booking) in your booking form or scheduling tool to send fields like name, email, company, stated_problem, booking_time, and optional website/job_title/phone. Add HubSpot OAuth2 credentials with access to contacts, deals, tickets, and engagements. Add a Google Gemini (PaLM) API credential for the models/gemini-3.1-flash-lite chat model. Add a Slack OAuth credential and set the target channel where briefings should be posted. Add a Google Sheets service account credential and ensure the target spreadsheet contains a “Bookings” sheet with columns matching the workflow’s upsert fields (including BookingKey). (Optional) Set a shared secret value in the validation step and send it as the x-webhook-secret header from the source system. An n8n automation workflow template by iamvaar.
Community Metrics
Author
iamvaar
Platform
web
Pricing model
free
Categories
- Automation
- AI
Tags
- n8n
- workflow
- google-sheets
- http-request
- slack
- hubspot
- code
- ai-agent
- google-gemini-chat-model
Capabilities
- 7 nodes