Automated meeting prep with GPT-5 & Gemini research from calendar to Slack via Attio CRM
This n8n template transforms your daily meeting preparation by automatically researching attendees and generating comprehensive briefing documents. Every weekday morning, it analyzes your calendar events, researches e...
Template notes
This n8n template transforms your daily meeting preparation by automatically researching attendees and generating comprehensive briefing documents. Every weekday morning, it analyzes your calendar events, researches each external attendee using multiple data sources, and delivers professionally formatted meeting briefs directly to your Slack channel.
Who's it for Business professionals, sales teams, account managers, and executives who regularly attend meetings with external contacts and want to arrive fully prepared with relevant context, conversation starters, and strategic insights about their attendees.
How it works The workflow triggers automatically Monday through Friday at 6 AM, fetching your day's calendar events and filtering for meetings with external attendees.
For each meeting, an AI agent researches attendees using your CRM (Attio), email history (Gmail), past calendar interactions, and external company research via Perplexity when needed.
The system then generates structured meeting briefs containing attendee background, relationship context, key talking points, and strategic objectives, delivering everything as a formatted Slack message to start your day.
Requirements
- Google Calendar with OAuth2 credentials - Gmail with OAuth2 credentials - Slack workspace with bot token and channel access - Attio CRM with API bearer token - OpenRouter API key for AI model access (or other API credentials to connect AI to your AI agents) - Perplexity API key for company research
How to set up