AI-powered meeting research & daily agenda with Google Calendar, Attio CRM, and Slack

Research meeting attendees and prepare daily agenda in Slack

This workflow automatically researches your meeting attendees every morning and sends you a comprehensive brief in Slack with context about who you're meeting, their company, and key talking points.

Who's it for

• Sales professionals who need quick context before meetings
• Executives with packed calendars who need meeting preparation
• Customer success teams managing multiple client relationships
• Account managers preparing for client calls
• Business development teams researching prospects
• Anyone who wants to be better prepared for their daily meetings

How it works

1. Daily Trigger: Runs every weekday morning at 6 AM (customizable) to analyze your Google Calendar
2. Calendar Analysis: Fetches all meetings scheduled for today and filters for external meetings (those with attendees other than yourself)
3. AI-Powered Research: For each external meeting, an AI agent researches attendees using multiple sources:
   • Searches your CRM (Attio) for existing contact information
   • Queries Gmail history for past email interactions
   • Searches past calendar events for previous meetings with attendees
   • Performs web searches for recent news about attendees and their companies
   • Retrieves company data from Apollo.io including industry, size, and technologies
4. CRM Updates: Automatically creates new contact records in Attio for unknown attendees and adds meeting preparation notes to existing contacts
5. Brief Generation: Compiles all research into a scannable, actionable meeting brief with key talking points
6. Slack Delivery: Sends the formatted brief to your designated Slack channel for easy mobile access

Setup requirements

• Google Calendar OAuth2 connection (for fetching meetings)
• Slack workspace with bot permissions (for receiving briefs)
• Gmail OAuth2 connection (for email history search)
• OpenRouter API key (for AI processing)
• Attio CRM account and API token (optional - for contact management)
• Apollo.io API key (optional - for company research)
• Anthropic API key (optional - for advanced web search)

How to customize

1. Adjust Schedule: Modify the Schedule Trigger node to run at your preferred time - change from 6 AM to whenever works best for your schedule
2. Customize Research Sources:
   • Remove CRM integration if you don't use Attio
   • Remove Apollo.io if you don't need company research
   • Add additional research tools as needed
3. Modify Output Format: Edit the prompt in "Format Daily Meeting Brief" node to change how the information is structured and presented
4. Change Delivery Method:
   • Replace Slack with Microsoft Teams, email, or Discord
   • Add multiple delivery channels if needed
   • Send to different channels based on meeting type
5. Filter Meetings: Adjust the filtering logic to include/exclude certain types of meetings based on keywords, attendees, or calendar properties

Advanced customization

• Add VIP alerts: Create special handling for meetings with executives or key clients
• Include preparation documents: Automatically attach relevant files from Google Drive
• Time zone handling: Adjust for meetings across different time zones
• Language support: Modify prompts to generate briefs in different languages