Get a briefing on meeting attendees before every call

Before each meeting, the system researches every attendee and emails you a briefing on who they are.

How the work actually flows

A straight line. Runs once per each meeting attendee.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig>"new meeting added to calendar"]:::trig s0["read attendee list"]:::task s1[["research each attendee"]]:::mi s2["compile briefing"]:::task s3["email briefing before meeting"]:::task trig --> s0 s0 -->|"one per each meeting attendee"| s1 s1 --> s2 s2 --> s3 out[/"attendee briefing emailed"/]:::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 itA stepRuns once per itemResultPayoff
Build size
Advanced

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

Business functions
Email AutomationScheduling & Calendar
Connects
Google CalendarGmailOpenAI

The problem it solves

Walking into a meeting without knowing who you're talking to or what their company does puts you on the back foot. Looking each person up yourself eats into the time you'd rather spend preparing.

Who it fits

Sales reps, consultants, or executives who take a lot of external meetings.

How it works

  1. When a new event is added to your calendar, the system reads the attendee list
  2. For each attendee, it searches the web for their role and company background
  3. It pulls the findings together into one briefing
  4. It emails you the briefing before the meeting
What you get

Context you walk into every meeting with

You receive a short briefing on who you are meeting with before every call.

What you get

An email briefing with background on each meeting attendee and their company.

What you need

A Google Calendar account, a Gmail account, and an OpenAI 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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