Get an AI research brief on every meeting before it starts

Every morning, AI researches your day's meeting attendees and sends you a briefing in Slack.

How the work actually flows

It branches. Exactly one path is taken; runs once per each meeting attendee.

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12)

flowchart TD trig(["every weekday morning"]):::trigtime s0["check calendar for meetings"]:::task s1[["research meeting attendee"]]:::mi s2["update crm records"]:::task s3["send slack briefing"]:::svc trig --> s0 s0 -->|"one per each meeting attendee"| s1 s2 --> s3 gx{"× is contact new or existing"}:::gate s1 --> gx p00["add contact to crm"]:::task gx -->|"new contact"| p00 p10["add prep notes"]:::task gx -->|"existing contact"| p10 jn{"○ update crm"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"daily briefing with talking points"/]:::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 stepAn outside serviceRuns once per itemOne path onlyPaths rejoinResultPayoff
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 CalendarSlackGmailAttioApollo.io
Featured in

The problem it solves

You walk into meetings without knowing much about the people or company on the other side of the table. Digging through email history, past notes, and the web to prep takes time you don't have before a packed day of calls.

Who it fits

Sales, account management, and client-facing teams with back-to-back meetings who need quick context beforehand.

How it works

  1. Every weekday morning, the system checks your Google Calendar
  2. It finds today's external meetings and pulls up each attendee
  3. AI researches attendees using your CRM, email history, past meetings, and the web
  4. New contacts are added to your CRM and existing ones get prep notes
  5. You receive a scannable briefing with talking points in Slack
What you get

Context gathered before you walk into the room

You get a scannable Slack briefing with talking points for every external meeting on your calendar.

What you get

A daily Slack briefing with background and talking points for every external meeting on your calendar.

What you need

Google Calendar, Slack, Gmail, an AI API key, and optionally Attio CRM and Apollo.io.

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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