Research your next sales call automatically before it happens

Finds tomorrow's discovery calls on your calendar, researches each prospect online, and delivers a briefing to Slack and Drive.

How the work actually flows

It branches. Every path runs; runs once per each upcoming discovery call.

Pattern: Parallel Split (2) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["runs every afternoon automatically"]):::trigtime s0["check calendar for meetings"]:::task s1["filter out already researched"]:::task s2[["research prospect online"]]:::mi trig --> s0 s0 --> s1 s1 -->|"one per each upcoming discovery call"| s2 gx{"+ where to deliver briefing"}:::gate s2 --> gx p00["save briefing document"]:::task gx -->|"save to drive"| p00 p10["post summary message"]:::task gx -->|"post to slack"| p10 p00 --> out p10 --> out out[/"research briefing per prospect delivered"/]:::out pay{{"walk into every call prepared"}}:::pay 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 stepRuns once per itemEvery pathResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsMessaging & NotificationsWeb Scraping & Data CollectionResearch & Market IntelligenceScheduling & CalendarFile & Cloud Storage
Connects
Google CalendarGoogle DriveSlackOpenAIFirecrawl

The problem it solves

Before an important call, you either skip research entirely or burn time digging through a company's website and news looking for talking points. Founders and reps end up walking into calls under-prepared or repeating the same manual search every time.

Who it fits

Sales reps, founders, or consultants who want to walk into every discovery call already knowing the prospect.

How it works

  1. Runs automatically each afternoon to prepare for the next day's meetings
  2. Checks your calendar for upcoming discovery or sales calls
  3. Skips any meeting it has already researched
  4. An AI researcher searches the web for company background, news, and leadership updates
  5. Saves a briefing document to Google Drive and posts a summary to Slack
What you get

Briefings ready before every discovery call

You walk into tomorrow's sales calls with a research briefing on each prospect waiting in Slack and Drive.

What you get

A structured research document per prospect saved to Drive, plus a Slack summary with a link to it.

What you need

A Google Calendar and Google Drive account, a Slack workspace, an OpenAI account, and a Firecrawl 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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