Get a research briefing before every meeting automatically

Each morning, AI researches your meeting attendees and sends you a briefing with background and talking points.

How the work actually flows

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

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

flowchart TD trig(["every morning before meetings"]):::trigtime s0["pull today's calendar events"]:::task s1[["research each attendee online"]]:::mi s2["match profiles to attendees"]:::task s3["generate briefing with talking points"]:::task trig --> s0 s0 -->|"one per each meeting attendee"| s1 s1 --> s2 s2 --> s3 gx{"+ where to deliver briefing"}:::gate s3 --> gx p00["send slack message"]:::task gx -->|"post to slack"| p00 p10["send email"]:::task gx -->|"send by email"| p10 p00 --> out p10 --> out out[/"meeting briefing delivered beforehand"/]:::out pay{{"walks into every meeting 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 & NotificationsResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarSlackGmail

The problem it solves

Walking into a meeting without knowing much about the other person wastes a chance to build rapport or move a deal forward. Researching every attendee's background before each call takes time you rarely have between meetings. You want a quick, reliable briefing without doing the digging yourself.

Who it fits

Executives, sales reps, or recruiters who want to walk into every meeting prepared.

How it works

  1. Your calendar events for the day are pulled each morning
  2. The system identifies attendees and searches the web for background on them
  3. Professional profiles are gathered and matched to the right person
  4. AI puts together a briefing with background and suggested talking points
  5. The briefing is sent to you by Slack and email before the meeting
What you get

Talking points ready before you walk in

You get a briefing on every meeting attendee delivered to Slack and email before your day starts.

What you get

A personalized meeting briefing with attendee background and talking points, delivered before each meeting.

What you need

A Google Calendar account, a web search API account, a LinkedIn data provider, an AI model provider, and Slack or email.

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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