Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
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
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