Get a research brief on every meeting attendee before you walk in

Every weekday morning the system reads your calendar, researches each outside attendee, and sends you a Slack briefing before your meetings start.

How the work actually flows

A straight line. Runs once per one per external meeting attendee.

Pattern: Multiple Instances without Synchronization (12)

flowchart TD trig(["weekday morning meeting prep"]):::trigtime s0["read calendar for external meetings"]:::task s1[["look up each attendee in crm and email"]]:::mi s2["research attendee company background"]:::svc s3["send slack briefing per attendee"]:::task trig --> s0 s0 -->|"one per one per external meeting attendee"| s1 s1 --> s2 s2 --> s3 out[/"slack briefing for each attendee"/]:::out pay{{"walk into meetings already 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 stepAn outside serviceRuns once per itemResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineMessaging & NotificationsResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarGmailSlackAttioPerplexity

The problem it solves

Walking into a meeting with someone you barely know means scrambling to remember past emails, checking their background, and hoping you don't ask a question you should already know the answer to. Doing this research for every meeting on a busy day eats up time you don't have.

Who it fits

Sales reps, account managers, and executives who take external meetings and want to walk in prepared.

How it works

  1. Runs automatically each weekday morning before the workday starts
  2. Reads your calendar and picks out meetings with people outside your company
  3. Looks up each attendee in your CRM, email history, and past meetings
  4. Researches their company and background for extra context when needed
  5. Sends a Slack message with a briefing on each attendee, including talking points
What you get

Talking points ready before you sit down

You get a Slack briefing every morning with background on the people you are about to meet.

What you get

A Slack message with a research brief for each external meeting attendee, including background and talking points.

What you need

Google Calendar, Gmail, a CRM account, a Slack workspace, and an AI service subscription.

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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