Send yourself a sales prep brief before every meeting automatically

Every morning you get a briefing on today's meeting attendees, their company, and recent LinkedIn activity.

How the work actually flows

It branches. Every path runs; runs once per one per meeting attendee.

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

flowchart TD trig(["every morning at set time"]):::trigtime s0["check today's calendar meetings"]:::task s1[["look up attendee background"]]:::mi s2["summarize attendee context"]:::svc trig --> s0 s0 -->|"one per one per meeting attendee"| s1 s1 --> s2 gx{"+ where to send briefing"}:::gate s2 --> gx p00["email briefing"]:::task gx -->|"email"| p00 p10["send whatsapp message"]:::task gx -->|"whatsapp"| p10 p00 --> out p10 --> out out[/"daily briefing delivered by email and whatsapp"/]:::out pay{{"walk into meetings 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 serviceRuns once per itemEvery pathResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGSocial Media ManagementEmail AutomationMessaging & NotificationsWeb Scraping & Data CollectionResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarGmailWhatsAppOpenAIClearbitLinkedIn

The problem it solves

You walk into sales calls without knowing much about the person or company across the table. Digging up someone's company background and recent LinkedIn posts before every meeting eats into the little prep time you have.

Who it fits

Sales reps and account managers who take multiple external meetings a day and want to walk in prepared.

How it works

  1. Every morning at a set time, the system checks your calendar for the day's meetings
  2. It looks up each attendee's company and recent LinkedIn activity
  3. AI summarizes what's relevant for the conversation
  4. A briefing is emailed to you and sent to your WhatsApp
What you get

Meeting prep ready before you walk in

You get a morning briefing on today's meeting attendees, their company, and their recent LinkedIn activity sent to your inbox and phone.

What you get

A daily summary of your meeting attendees, their company background, and recent social activity, delivered by email and WhatsApp.

What you need

A Google Workspace account, a company data enrichment account, LinkedIn data access, an OpenAI API key, and WhatsApp.

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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