Post-Demo Intelligence Brief

AI intelligence briefs for every demo — before and after.

28-node n8n workflow that generates pre-demo intelligence briefs from Calendly bookings. 4 agents: Fetcher (code-only, Calendly API with HMAC-SHA256 verification), Researcher (the analysis model + web_search for company and attendee intelligence), Analyst (the analysis model, DAP 5-category demo outcome prediction), Formatter (the analysis model, Notion brief + Gmail follow-up draft). Every demo gets a full brief — no filtering. Triple-the analysis model: $0.234/demo. Blueprint Quality Standard (BQS) v2 certified. This came from AEs who spent 20 minutes after every demo writing follow-up notes from memory. We built a pipeline that synthesizes demo context, prospect signals, and next steps into a structured brief within minutes.

Last updated March 15, 2026

New sales hires take 6-9 months to reach full productivity, and even veteran reps spend 30% of their time on non-revenue activities. Playbooks go stale within weeks of creation. Automated coaching and intelligence briefing systems reduce ramp time by surfacing institutional knowledge at the moment of need.

triggerCalendly01FetcherHMAC Verify02Researcherweb_search03AnalystDAP Score04FormatterBrief + DraftNotionPre-Demo Brief7 sectionsGmailFollow-Up Draftoptional

Four Agents. Five DAP Categories. Intelligence Before Every Demo.

Fetcher

Step 1Fetcher

Webhook + Code

Calendly webhook (invitee.created) triggers on every new demo booking. Fetcher verifies HMAC-SHA256 signature, extracts invitee email, name, company, and event details from the Calendly API, and assembles the enrichment payload. Event type filtering ensures only demos matching your configurable event type are processed.

Researcher

Step 2Researcher

Tier 2 Classification

What does Researcher actually decide? the analysis model + web_search enriches every demo booking with company overview, recent news, competitive landscape, technology stack, and attendee professional context. Produces structured intelligence payload covering company fundamentals, market position, and individual attendee relevance signals.

Analyst

Step 3Analyst

Tier 2 Classification

This step exists because raw data alone is not enough. the analysis model scores Demo Actionability Potential (DAP) across 5 categories: strong_buy_signal, technical_evaluation, stakeholder_alignment, timing_mismatch, poor_fit. DAP is informational only — every demo gets a full intelligence brief regardless of score. Includes talking points, potential objections, and demo strategy recommendations.

Formatter

Step 4Formatter

Tier 2 Classification

Without this step, upstream analysis sits idle. the analysis model generates two outputs: (1) structured Notion pre-demo brief with 7 sections — Company Overview, Attendee Profile, Competitive Landscape, Talking Points, Potential Objections, Demo Strategy, DAP Summary; (2) personalized Gmail follow-up draft. Follow-up gate optionally skips Gmail draft creation.We price by pipeline complexity, not integration count. A $349 blueprint reflects 3x more prompt engineering than a $199 one.

That's the full pipeline. Here's what it intentionally does NOT do — and why those boundaries exist.

What It Does NOT Do

×

Does not predict no-show risk — that is what No-Show Predictor does

×

Does not send outreach emails — generates intelligence briefs and follow-up drafts

×

Does not score lead quality — that is what Inbound Lead Qualifier does

×

Does not update CRM deal stages — that is what Deal Intelligence Agent does

×

Does not predict objections from CRM data — that is what Prospect Objection Predictor does

×

Does not generate post-meeting follow-ups — that is what Meeting Follow-Up Agent does

With those boundaries clear, here's everything that ships when you purchase.

The Complete Customer Success Bundle

7 files.

CHANGELOG.mdVersion history
README.mdSetup and configuration guide
docs/TDD.mdTechnical Design Document
post_demo_intelligence_brief_v1.0.0.jsonn8n workflow (main pipeline)
system_prompts/analyst_system_prompt.mdAnalyst system prompt
system_prompts/formatter_system_prompt.mdFormatter system prompt
system_prompts/researcher_system_prompt.mdResearcher system prompt

The technical specifications below are ITP-measured, not estimated.

Tested. Measured. Documented.

Every metric is Independent Test Protocol (ITP)-measured. The Post-Demo Intelligence Brief generates pre-demo intelligence from every Calendly booking — enriching via web_search, scoring demo actionability across 5 categories, and delivering structured Notion briefs with Gmail follow-up drafts at $0.234/demo.

Workflow Nodes

28

Blueprint Quality Standard

12/12 PASS

Agent Architecture

4 — Fetcher (code-only) → Researcher (Sonnet 4.6) → Analyst (Sonnet 4.6) → Formatter (Sonnet 4.6)

Required Credentials

4 — Anthropic API, Calendly (httpHeaderAuth), Notion (httpHeaderAuth), Gmail (OAuth2)

Bundle Contents

9 files

Cost per Demo

$0.234/demo (ITP-measured)

ITP Milestones

14/14 PASS

n8n Compatibility

2.11.2+

Tested on n8n v2.7.5, March 2026

Post-Demo Intelligence Brief v1.0.0 — Technical Reference━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Architecture: 28 n8n nodes, 4 agents (Fetcher → Researcher → Analyst → Formatter)Trigger:      Calendly webhook (invitee.created)Input:        Demo booking — invitee email, name, company, event detailsIntelligence: Sonnet 4.6 (Researcher web_search + Analyst DAP scoring + Formatter brief)Output:       Notion (7-section pre-demo brief) + Gmail (follow-up draft)Cost:         $0.234/demo (ITP-measured average)ITP:          20 records, 14/14 milestones PASS, 95% DAP accuracyBQS:          12/12 PASSTool A:       Calendly (input — webhook trigger)Tool B:       Notion (output — pre-demo intelligence brief)Tool C:       Gmail (output — follow-up draft)Intelligence: DAP 5-category + informational scoring (no filtering)Cost Value:   0.234

What You'll Need

⚠ Data Source Dependency

Researcher uses Anthropic web_search on every demo booking for company and attendee intelligence enrichment.

Platform

n8n 2.11.2+

Est. Monthly API Cost

$23.40/month (100 demos/month)

Credentials Required

  • Anthropic API
  • Calendly (httpHeaderAuth)
  • Notion (httpHeaderAuth)
  • Gmail (OAuth2)

Services

  • Calendly account (webhook endpoint)
  • Notion workspace (API access)
  • Google Workspace (Gmail OAuth2)

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

Post-Demo Intelligence Brief v1.0.0

$199

one-time purchase

What you get:

  • ITP-tested 28-node n8n workflow — import and deploy
  • Calendly webhook trigger (invitee.created) with HMAC-SHA256 signature verification
  • Company and attendee intelligence enrichment via the analysis model + web_search
  • DAP 5-category demo outcome prediction: strong_buy_signal, technical_evaluation, stakeholder_alignment, timing_mismatch, poor_fit
  • Structured Notion pre-demo brief with 7 sections (Company Overview through DAP Summary)
  • Personalized Gmail follow-up draft with configurable send gate
  • Event type filtering — only process demos matching your event type name
  • Triple-the analysis model: $0.234/demo all-in — no Opus required
  • ITP test results with 20 records, 14/14 milestones, 95% DAP accuracy
  • All sales final after download

Frequently Asked Questions

How does it differ from No-Show Predictor?+

Companion products for the same Calendly trigger. No-Show Predictor (NSP) scores no-show risk and sends recovery emails to high-risk prospects. Post-Demo Intelligence Brief (PDIB) generates detailed pre-demo intelligence briefs for your sales team.

What are the five DAP categories?+

Strong Buy Signal — high-authority attendee, active evaluation, budget alignment. Technical Evaluation — technical role, integration-focused questions. Stakeholder Alignment — multiple stakeholders, organizational buy-in signals.

Does DAP score filter out any demos?+

No. DAP is informational only. Every demo booking gets a full intelligence brief regardless of score.

What does the Notion brief contain?+

Seven sections: Company Overview (fundamentals, market position, tech stack), Attendee Profile (role, background, relevance signals), Competitive Landscape (incumbent tools, recent vendor changes), Talking Points (personalized conversation starters), Potential Objections (predicted concerns with counter-arguments), Demo Strategy (recommended focus areas and flow), and DAP Summary (category, score, reasoning).

Can I skip the Gmail follow-up draft?+

Yes. The workflow includes a configurable follow-up gate. Set the SKIP_FOLLOWUP variable to true and the Formatter will generate the Notion brief but skip Gmail draft creation.

Why triple Sonnet instead of Opus?+

DAP scoring is structured classification against a defined rubric, not open-ended strategic reasoning. the analysis model handles this with 95% accuracy at $3/$15 per million tokens vs Opus at $15/$75. Triple-Sonnet architecture keeps cost at $0.234/demo.

Does it use web scraping?+

Yes. The Researcher uses Anthropic web_search on every demo booking for company and attendee intelligence enrichment. This is the primary intelligence source — company overview, recent news, competitive landscape, and attendee context all come from web_search.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions?

Read the full guide →

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