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How do I prep reps for demos automatically with Twain and n8n?

Learn how Twain and n8n research every booked demo, build an AE brief, and draft a pre-demo email the moment a meeting lands on the calendar.

What this does

The moment a demo is booked, Twain researches the prospect and their company and writes two things: an AE brief (why now, talking points, and discovery questions) and a drafted pre-demo email. Both are delivered to the rep, an email draft in Gmail and a brief card in Slack, before the rep has had to think about prepping.

Why it helps

Prepping a demo properly takes 15 to 20 minutes of research per meeting, so on a full calendar it gets skipped and reps walk in cold. Twain does that research in about 20 seconds, so the brief is already waiting instead of being panic-Googled at 11:55 before a noon call.


What can trigger it

The workflow fires from wherever your team books demos: Calendly, Google Calendar, Chili Piper, HubSpot Meetings, or a generic webhook for anything else. Whatever the source, it normalizes the booking down to the same handful of fields (name, work email, meeting time, LinkedIn and deal if present), so everything downstream works the same way.

It only fires on demo meetings, either by watching a dedicated demo calendar or by matching a keyword (like "demo booked") in the event title, so it will not fire on every meeting on a shared calendar.


What the rep gets

  • Why now, the context that makes this a real opportunity today

  • Talking points specific to that prospect

  • Discovery questions tailored to the account instead of a generic script

  • A drafted pre-demo email sitting in Gmail, ready to review and send

The Slack card also carries the person, title, company, meeting time, and the deal, if the booking brought one, in one place.


If the prospect has no work email

When a booking only has a personal email, an optional LinkedIn lookup can resolve the person's profile so Twain still has something to research. If there is a LinkedIn profile but no work email, the brief still lands in Slack and the pre-demo message is set up for you to send on LinkedIn. If there is nothing usable at all, the lead is skipped with a Slack note.


A human still approves every send

Nothing sends automatically. The rep reviews the drafted email and sends it, or doesn't.


What you need to set this up

  • An n8n instance

  • Your Twain API key, added in n8n as a Header Auth credential (see API access)

  • An existing Twain campaign for pre-demo outreach

  • Gmail and Slack connections in n8n, plus your booking tool (Calendly, Google Calendar, Chili Piper, or HubSpot)

For background on the research fields behind the AE brief, see How Twain's Research Works and Using Expanded Research for Manual Prospecting.


Get the ready-made template

The whole flow ships as an importable n8n template. You can copy it, along with a full walkthrough, from the blog post: Never Walk Into a Demo Cold Again. After import, add your own connections and paste in your demo campaign.

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