Research meeting attendees and prepare daily agenda in Slack
This workflow automatically researches your meeting attendees every morning and sends you a comprehensive brief in Slack with context about who you're meeting, their company, and key talking points.
Who's it for
- Sales professionals who need quick context before meetings
- Executives with packed calendars who need meeting preparation
- Customer success teams managing multiple client relationships
- Account managers preparing for client calls
- Business development teams researching prospects
- Anyone who wants to be better prepared for their daily meetings
How it works
- Daily Trigger : Runs every weekday morning at 6 AM (customizable) to analyze your Google Calendar
- Calendar Analysis : Fetches all meetings scheduled for today and filters for external meetings (those with attendees other than yourself)
- AI-Powered Research : For each external meeting, an AI agent researches attendees using multiple sources:
- Searches your CRM (Attio) for existing contact information
- Queries Gmail history for past email interactions
- Searches past calendar events for previous meetings with attendees
- Performs web searches for recent news about attendees and their companies
- Retrieves company data from Apollo.io including industry, size, and technologies
- CRM Updates : Automatically creates new contact records in Attio for unknown attendees and adds meeting preparation notes to existing contacts
- Brief Generation : Compiles all research into a scannable, actionable meeting brief with key talking points
- Slack Delivery : Sends the formatted brief to your designated Slack channel for easy mobile access
Setup requirements
- Google Calendar OAuth2 connection (for fetching meetings)
- Slack workspace with bot permissions (for receiving briefs)
- Gmail OAuth2 connection (for email history search)
- OpenRouter API key (for AI processing)
- Attio CRM account and API token (optional - for contact management)
- Apollo.io API key (optional - for company research)
- Anthropic API key (optional - for advanced web search)
How to customize
- Adjust Schedule : Modify the Schedule Trigger node to run at your preferred time - change from 6 AM to whenever works best for your schedule
- Customize Research Sources :
- Remove CRM integration if you don't use Attio
- Remove Apollo.io if you don't need company research
- Add additional research tools as needed
- Modify Output Format : Edit the prompt in "Format Daily Meeting Brief" node to change how the information is structured and presented
- Change Delivery Method :
- Replace Slack with Microsoft Teams, email, or Discord
- Add multiple delivery channels if needed
- Send to different channels based on meeting type
- Filter Meetings : Adjust the filtering logic to include/exclude certain types of meetings based on keywords, attendees, or calendar properties
Advanced customization
- Add VIP alerts : Create special handling for meetings with executives or key clients
- Include preparation documents : Automatically attach relevant files from Google Drive
- Time zone handling : Adjust for meetings across different time zones
- Language support : Modify prompts to generate briefs in different languages
