Get an AI research briefing on everyone you're meeting today

Every morning, the system researches everyone on your calendar and emails you a briefing before you meet them.

How the work actually flows

A straight line. Runs once per one per meeting today.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["every morning before your day"]):::trigtime s0["scan calendar for meetings"]:::task s1[["research each contact or company"]]:::mi s2["compile findings into briefing"]:::task s3["email daily briefing"]:::task trig --> s0 s0 -->|"one per one per meeting today"| s1 s1 --> s2 s2 --> s3 out[/"daily meeting briefing email"/]:::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 AutomationResearch & Market IntelligenceScheduling & Calendar
Connects
Google CalendarGmailTavily

The problem it solves

You walk into meetings without knowing what's happening at the other company, and looking it up yourself eats into the time before your call. It's easy to seem unprepared when you're meeting someone new and haven't had time to research them.

Who it fits

Sales reps, consultants, or founders who take a lot of external meetings and want to walk in prepared.

How it works

  1. Runs automatically every morning before your day starts
  2. Scans your Google Calendar for today's external meetings
  3. Researches each company or contact for recent news and context
  4. Emails you a briefing with the findings for every meeting
What you get

Meetings you walk into already knowing the context

Every morning you get a briefing on everyone you're meeting that day, with recent news and context already pulled together for you.

What you get

A daily email briefing with background and recent news on everyone you're meeting that day.

What you need

A Google Workspace account, a Tavily API key, and a Gmail 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

Related automations

Back to the AI Playbook