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)