Meeting Prep Intelligence Digest

Who is this for?

This workflow is perfect for sales reps, account managers, consultants, and anyone who regularly takes meetings with external clients or prospects. If you find yourself scrambling to remember who you're meeting with and what you last discussed, this automation will transform your meeting preparation process. It's especially valuable for busy professionals juggling multiple client relationships across different accounts.

What problem does this solve?

Walking into meetings unprepared damages your credibility and wastes valuable time. Manually researching each attendee, digging through past email threads, and trying to remember conversation history takes hours each week — and often gets skipped when you're rushed. This workflow eliminates that last-minute scramble by delivering comprehensive attendee research and tailored talking points straight to your inbox every morning.

What this workflow does

1. Checks your Google Calendar for upcoming meetings scheduled in the next two days
2. Identifies external attendees and filters out colleagues from your own company
3. Researches each attendee's LinkedIn profile to extract their professional background, current role, and relevant details
4. Searches through your Gmail history to find past conversations with each person
5. Uses AI to analyze all the collected information and generate meeting prep insights with personalized talking points
6. Sends you a formatted email digest with confidence-scored research and preparation tips for each meeting
7. Runs hands-free each morning at 7AM so you start your day fully prepared

Setup

• Google Calendar (to access your meeting schedule)
• Gmail (to search past email conversations)
• LinkedIn Intelligence (to research attendee profiles)
• OpenAI (to generate meeting insights and talking points)
• SearchAPI (to enhance profile research)

How to customize

• Adjust the time window to look further ahead or focus only on today's meetings
• Change the daily run time to suit your schedule (evening prep instead of morning)
• Customize the AI prompt to focus on specific details like industry trends, competitive intelligence, or relationship history
• Filter for specific meeting types by title keywords (exclude internal syncs, focus only on client calls)
• Send the digest to Slack or another platform instead of email
• Add additional research sources like recent news articles or company websites
• Configure confidence scoring thresholds to highlight high-priority meetings