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Customer pre-meeting summary

With one click on a company page, this agent gives a sales rep a short brief for a meeting: who buys, what the customer ordered lately and which quotes are open.

In short
Where you use itOn the page of a company in the Sales Hub, behind the Workflows button
StartsWith a click on the agent
Changes in PropellerNothing. It only reads
Uses AINo. The brief is counted, not written by an AI
TextsEnglish, Dutch or French: a setting, or the language of the button label that was clicked. Product names as on the order lines
Runs in n8nOne per click
DifficultyEasy

What you get​

The AI Agents dialog on a company page with a pre-meeting brief: the buying team with order limits, the orders of the last 90 days by status, the quotes and the top three products

Part of the briefWhat it shows
Buying teamEvery contact with a purchase role for the company. For a purchaser also the amount they can order without approval
Last 90 daysThe number of orders, their total, the number per status and the last order
QuotesHow many quotes are still valid and how many have a Valid Until date in the past, with their totals
Top productsThe three products with the highest revenue in the latest 20 orders

What you need​

  • An n8n account with the credential Propeller API key. See Set up n8n.
  • An API key with Viewer access on Order Data and User management.
  • Backoffice access and the Configuration role with Owner access, to register the agent.

How it works​

The workflow takes the company of the page and reads its orders, its quotes and its contacts with a purchase role, in one request to Propeller. The numbers of orders and quotes are exact. The totals are added up over the latest 50 orders and the latest 50 quotes, and the brief says so when a company has more.

Good to know

The workflows and agents in the Agent Hub are free to use and adapt. They are examples, not supported product features. Test them in a test environment and check the results before you use them on real customers.

Install it​

Install a workflow from the library explains each step.

  1. Import the file into n8n.
  2. Check that the node Fetch Brief uses the credential Propeller API key.
  3. Follow Register the agent in Propeller with the values below.
  4. Open a company in the Sales Hub, click Workflows and click the agent.
FieldValue
TriggerButton
Interaction modeSingle turn
PlacementsSales Hub · Company, the page of a company in the Sales Hub

The brief shows in the dialog. An error instead of a brief means the address, the login or the key is not right. It can also mean that the workflow is not published.

Make it yours​

SettingDefaultWhat it does
LANGUAGE'EN'The language of the brief: 'EN', 'NL' or 'FR'. Product names are shown as on the order lines
LABEL_LANGUAGES{}The agent's button label in each language, for example { 'Pre-meeting brief': 'EN', 'Voorbereiding gesprek': 'NL' }. A click on the button sends its label as the message. When the message is one of these labels, the brief is in that label's language. With {} the brief is always in LANGUAGE
ACTIVITY_DAYS90The period of orders the brief covers
ORDER_STATUSESNEW, CONFIRMED, VALIDATED, ARCHIVED, DRAFT_ORDERThe statuses that count as an order. Draft orders count here
QUOTE_STATUSESDRAFT_QUOTATION, QUOTATION, COLLABORATION_QUOTEThe statuses that count as a quote
LINES_FROM_LAST20The number of latest orders the top products are taken from
TOP_PRODUCTS3The number of top products

See Fill in order status codes for where to find the codes. The parts of the brief and their texts are in the node Format Brief.

Limits​

  • The brief has three time frames: the orders of 90 days, totals over the latest 50 and top products from the latest 20 orders.
  • Propeller waits 30 seconds for an answer by default. The workflow reads few orders on purpose, so it answers within that time.
  • The agent only works on a company page.