Research your meeting guest automatically before every call

The moment someone books a meeting with you, AI researches their company and sends you a briefing before the call.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"meeting gets booked"]:::trig s0["look up company domain"]:::task s1["combine into talking points"]:::task s2["send slack briefing"]:::svc trig --> s0 s1 --> s2 gx{"+ research company and guest"}:::gate s0 --> gx p00["look up news and funding"]:::task gx -->|"company research"| p00 p10["review professional activity"]:::task gx -->|"person research"| p10 jn{"+ combine findings"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"meeting briefing delivered before call"/]:::out pay{{"walk into calls prepared"}}:::pay s2 --> 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 serviceEvery pathWaits for allResultPayoff
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
CalendlyOpenAIPerplexityRapidAPISlack

The problem it solves

You show up to sales calls without knowing much about the person or company you're meeting, so you waste the first few minutes asking basic questions instead of building rapport. Digging up that background yourself eats into the time you should spend preparing your pitch.

Who it fits

Sales reps, account managers, or anyone who takes booked meetings with prospects and wants to walk in prepared.

How it works

  1. Someone books a meeting with you through your scheduling link
  2. AI pulls the company's domain and looks up recent news, funding, and leadership changes
  3. It reviews the person's public professional activity for relevant signals
  4. Everything is combined into talking points and conversation starters
  5. A ready to read briefing lands in Slack before the meeting starts
What you get

Meetings you walk into already informed

Walk into every meeting already knowing who you're talking to and what matters to them.

What you get

A meeting briefing with company background, talking points, and conversation starters.

What you need

A scheduling tool account, an OpenAI API key, a Perplexity API key, and a data lookup 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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