Research meeting attendees automatically before every call

The moment someone books a meeting, this looks up their company and role and logs it to a spreadsheet for you.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"meeting gets booked"]:::trig s0["pull attendee details"]:::svc s1[("log details to sheet")]:::store s2["look up company and role"]:::svc s3[("add enriched profile to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"spreadsheet with attendee background ready"/]:::out pay{{"walk into meetings prepared"}}:::pay s3 --> 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 itAn outside serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Spreadsheet & Database OpsSurvey & FeedbackScheduling & Calendar
Connects
CalendlyCal.comApollo.ioGoogle Sheets

The problem it solves

Before an important call, you want to know who you are talking to and what their company does, but digging that up takes time you often do not have. Without it, you walk into meetings underprepared and miss chances to tailor the conversation.

Who it fits

Sales reps, consultants, recruiters, and anyone who takes a lot of meetings with new people.

How it works

  1. Fires the moment someone books a meeting through Calendly or Cal.com
  2. Pulls the attendee's name, email, and company from the booking
  3. Logs those details to a Google Sheet right away
  4. Looks up the attendee's company and role using Apollo.io
  5. Adds the enriched profile details to the same spreadsheet row
What you get

Attendee backgrounds ready before you dial in

Before every call, you get a spreadsheet row showing who you are meeting, their company, and their role, ready to review.

What you get

A Google Sheet with each meeting attendee's company, role, and background ready before the call.

What you need

A Calendly or Cal.com account, an Apollo.io account, and a Google Sheets 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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