Turn every new booking into an AI-prepped meeting brief

Automatically classifies new bookings, writes a meeting prep brief, and notifies your team in Slack.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"new booking confirmed"]:::trig s0["identify company from email"]:::task s1["classify booking type"]:::svc s2["write meeting prep brief"]:::svc trig --> s0 s0 --> s1 s1 --> s2 gx{"+ where should it go"}:::gate s2 --> gx p00["log to sheet"]:::task gx -->|"record it"| p00 p10["notify in slack"]:::task gx -->|"alert the team"| p10 p00 --> out p10 --> out out[/"meeting brief ready before call"/]:::out pay{{"hosts walk in 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 stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationScheduling & Calendar
Connects
TimeRexGoogle SheetsSlackGoogle Gemini

The problem it solves

Every new booking lands in your calendar with no context, so hosts scramble to figure out who they're meeting and why right before the call. Sorting sales calls from interviews from press requests eats into prep time. You want your team walking into every meeting already knowing what it's about.

Who it fits

Sales, recruiting, and customer success teams who take a high volume of scheduled meetings.

How it works

  1. A new booking is confirmed or cancelled through your scheduling tool
  2. The system identifies the company from the guest's email domain
  3. AI classifies the booking as sales, support, interview, partnership, or media
  4. AI writes a short meeting prep brief for the host
  5. The booking and brief are logged to Google Sheets and sent to Slack
What you get

Meeting context ready before you sit down

You get a short prep brief and Slack notice for every new booking, sorted by type before you walk in.

What you get

A logged booking record in Google Sheets and a Slack notification with an AI-written meeting prep brief.

What you need

A TimeRex account, a Google account, a Slack workspace, and a Google Gemini API key.

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

Related automations

Block focus time when your calendar has a meeting conflict

Checks your calendar before a focus session, blocks it if you're double-booked, and sets up music and do-not-disturb if you're clear.

Advanced

Turn meeting recordings into sorted sales and task updates

Transcribes your meeting recordings, sorts sales calls from internal ones, and files the notes where your team already looks.

Advanced

Generate and schedule LinkedIn and X posts with AI

Uses AI to draft LinkedIn and X posts, saves them for review, and posts on schedule so content never stalls.

Advanced

Get AI code reviews posted automatically on every pull request

Every time someone opens a pull request, AI reviews the code for bugs and security issues and posts feedback directly on GitHub.

Advanced
Back to the AI Playbook