Productivity

A one-page prep brief with attendee research, past context, and talking points lands before every external meeting

A pre-meeting intelligence pipeline that fires 15 minutes before every calendar event with external attendees. An agent researches each external participant — their role, background, recent activity, and past interactions with your company. It pulls any related emails, previous meeting notes, open deals, or support tickets. Everything is compiled into a one-page prep brief with a recommended agenda and key talking points. The brief lands in your Slack DMs right before the meeting starts, so you walk in prepared without spending time on manual research.

How it works

TriggerRuns 15 minutes before every calendar event with external guests
  1. 01
    Job

    Detect upcoming external meetings and pull context

    Scan the calendar for events starting in 15-20 minutes that have external attendees (non-company email domains). Pull the event details: title, description, attendee list, and any attached documents or links.
  2. 02
    Agent

    Research each external attendee

    For each external attendee, research:
- **Role and background**: current position, past companies, education, recent LinkedIn activity
- **Company context**: what their company does, recent news, funding, product launches
- **Past interactions**: have we emailed, met, or had support tickets with this person or company?
- **Relationship stage**: prospect, customer, partner, investor, or unknown

Pull any relevant CRM data if connected.

    spawns Attendee research workers (×3)

  3. 03
    Agent

    Compile the one-page prep brief

    Write a one-page prep brief with:
- **Meeting snapshot**: title, time, duration, attendee list with roles
- **Attendee profiles**: 2-3 bullet points per external person
- **Company context**: what they do and any recent news relevant to the meeting
- **Past context**: previous emails, meetings, or open items with this contact
- **Suggested agenda**: 2-3 recommended talking points based on the meeting title and relationship stage
- **Action items to raise**: any open tasks, proposals, or follow-ups
  4. 04
    Tool

    Deliver the prep brief via Slack DM

    Send the prep brief as a Slack DM with clear section headers. Include a link to the calendar event and any attached documents. Send it as a single, compact message that can be read in under 2 minutes.
ResultA one-page attendee research brief delivered to your DMs 15 minutes before every external meeting