Generate LinkedIn Meeting Briefs to Slack
This automation automatically creates a comprehensive meeting brief for any individual based on their LinkedIn profile. It extracts their professional background and recent activity, uses AI to generate key insights and discussion points, and delivers the final brief to a Slack channel to help you prepare for your meetings more effectively.
This automation streamlines your meeting preparation process by providing a detailed, AI-powered brief on any contact. Here’s how it works:
- Input a LinkedIn Profile: You provide the LinkedIn profile URL of the person you're meeting with.
- Extract Profile & Posts: The automation connects to LinkedIn to securely fetch the person's professional details, such as their current role, company, and summary. It also looks for any posts they've made within a recent, customizable timeframe (e.g., the last 7 days).
- Generate AI Insights: Using the collected information, an advanced AI model crafts a structured meeting brief. This brief includes a professional overview, a summary of their recent online activity, and a list of key discussion points to help you start a meaningful conversation. If no recent posts are found, the brief is generated based on their profile alone.
- Deliver to Slack: The final, formatted brief is instantly sent as a message to your specified Slack channel, ensuring you have all the information you need right where you work.
Usage Ideas
- Sales Prospecting: Generate briefs for key decision-makers before a discovery call to understand their background and recent interests.
- Interview Preparation: Create detailed summaries of candidates before an interview to facilitate a more in-depth conversation.
- Networking Events: Quickly get up to speed on people you plan to meet at a conference or networking event.
- Client Meetings: Prepare for meetings with existing clients by reviewing their recent professional activity and achievements.
Customization Ideas
This template is a powerful starting point that you can easily tailor to your exact needs. You have the flexibility to:
- Change the Destination: While it defaults to sending a Slack message, you can have the brief delivered elsewhere. For example, you could have it create a Google Doc, send an email, or add a note to your CRM.
- Customize the Brief's Content: You can completely change the structure and content of the AI-generated brief. Add new sections, remove existing ones, or change the tone to be more formal or casual. For example, you could add a section for "Potential Common Connections" or "Competitor Mentions."
- Adjust the Timeframe: Easily change the look-back period for recent posts—from a few days to a whole year—to capture the most relevant activity.
- Specify Your Slack Channel: Set any public or private Slack channel as the destination for your meeting briefs.