Skip to main content

Customer pre-meeting summary

Builds a short customer brief from the company page, so a sales rep walks into a meeting knowing who the buyers are, what the customer ordered lately and what to talk about.

Runs: Embedded in Propeller · Trigger: Button · Difficulty: Easy

What you need​

  • An n8n account. See Set up n8n.
  • A Propeller API key.
  • Owner access on the Configuration role to create the agent.

How it works​

When you run the agent on a company page, the workflow looks up the company and gathers:

  • Buying team: contacts with purchase authorization, their role (purchaser or approver) and their spending limit.
  • Activity: orders and quotes from the last 90 days with totals, plus the last order.
  • Top products: the three products with the most revenue.
  • Heads up: expired quotes that are still open, draft orders that were never confirmed and purchase limits that need approver sign-off.
  • Talking points: suggestions based on the data, for example a high quote-to-order ratio or an upsell on their go-to product.

The brief comes back as a message in the agent panel.

Install it​

  1. In n8n, import the downloaded JSON as a new workflow.
  2. On the Webhook node, set a basic auth credential (a username and password you choose) and copy the production URL.
  3. Create a header auth credential with your Propeller API key and select it on every HTTP Request node.
  4. Activate the workflow.
  5. Go to Admin > Agents and create an agent with Trigger Button and Interaction Mode Single Turn. Under Types, pick SALES_HUB_COMPANY. Paste the webhook URL and the same basic auth values. See AI Agents.
  6. Open a company, click the Workflows button and run the agent to test it.
Placement matters

An agent type is the page where the agent appears. Stick to the types listed in the install steps: the workflow depends on the data that page sends along, so placing the agent on other pages may not work.

Make it yours​

  • Lookback window: the 90 day window is set in the Fetch Orders (90d) node.
  • Brief content: the sections and talking point rules live in the Format Summary node. Add or remove what your reps need.

Use it outside n8n​

Copy the JSON into an AI assistant and follow Adjust a workflow with an AI assistant.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features, so test them in a staging environment and check the results before using them in production.