Prepare AI research briefs for every sales meeting automatically

Every morning, AI researches the companies and people on your calendar and sends a briefing before each call.

How the work actually flows

A straight line. Runs once per one per meeting.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["every morning schedule"]):::trigtime s0["check calendar for meetings"]:::task s1[["look up attendees and companies"]]:::mi s2["gather firmographics and news"]:::svc s3["write research brief"]:::svc s4["send brief to slack"]:::task trig --> s0 s0 -->|"one per one per meeting"| s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"personalized brief before each meeting"/]:::out pay{{"walk into calls fully prepared"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarExploriumAnthropic ClaudeSlack

The problem it solves

Before an important sales call, you're supposed to look up the company, check recent news, and figure out who you're actually talking to, but that research often gets skipped when the day gets busy. Walking into a meeting without knowing anything about the other side makes you look unprepared and costs you credibility.

Who it fits

Sales teams and account executives who take external meetings from a shared calendar.

How it works

  1. The system checks your calendar each morning for meetings with outside guests
  2. It looks up the attendees' companies and individual profiles
  3. AI pulls together firmographic details, recent news, and relevant background
  4. AI writes a research brief for each meeting
  5. The brief lands in Slack before your call starts
What you get

Calls you walk into fully briefed

You walk into every sales call already knowing the company's background, recent news, and the people you're about to meet.

What you get

A personalized research brief for every external meeting on your calendar that day.

What you need

A Google Calendar account, an Explorium account, an Anthropic API key, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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