Auto-research leads and email a meeting brief before every call

When someone books a call, the system researches them online and emails you a meeting brief beforehand.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"prospect books a call"]:::trig s0[("add prospect to crm")]:::store s1["ai writes meeting brief"]:::task s2["brief emailed and saved"]:::svc trig --> s0 s1 --> s2 gx{"× linkedin profile available"}:::gate s0 --> gx p00["research recent posts and background"]:::task gx -->|"profile found"| p00 p10["skip research step"]:::task gx -->|"no profile found"| p10 jn{"○ brief written"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"meeting brief ready before call"/]:::out pay{{"walks into calls prepared"}}:::pay s2 --> 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 serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Lead Generation & ProspectingSocial Media ManagementEmail AutomationSpreadsheet & Database OpsAPI & Webhook IntegrationScheduling & Calendar
Connects
Cal.comBright DataAirtableGmail

The problem it solves

Before every sales call you scramble to look up who you're meeting, their company, and their recent posts. That last-minute research eats into prep time you don't have.

Who it fits

A salesperson, consultant, or founder who takes booked calls and wants to walk in prepared.

How it works

  1. A prospect books a call on your calendar
  2. Their details are added to your Airtable CRM automatically
  3. If they have a LinkedIn profile, the system researches their recent posts and background
  4. AI turns that research into a short meeting brief
  5. You receive the brief by email before the call, and it's saved to your CRM
What you get

Meeting briefs waiting in your inbox before every call

You get a short research brief on every prospect emailed to you before your call, so you walk in already prepared.

What you get

A ready-to-read meeting brief in your inbox and an enriched lead record in your CRM.

What you need

A Cal.com account, a Bright Data account, an Airtable account, and a Gmail account.

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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