The Meeting Prep Assistant
This template automates pre-meeting research by fetching your daily calendar events, identifying external attendees, and generating a detailed intelligence briefing for each person. The briefing includes a DISC-based personality analysis and a "Communication Playbook" to help you build rapport and communicate more effectively.
Eduardo Rodriguez
Featured Apps
This automation runs daily to give you a strategic advantage in your meetings. Here's how it works:
- Fetches Calendar Events: It connects to your Google Calendar and pulls all of today's scheduled meetings.
- Identifies Key People: For each meeting, it filters the attendee list to focus on external participants, ignoring people from your own company and from common free email providers.
- Finds Professional Profiles: The assistant uses a search engine to find the LinkedIn profile for each external attendee.
- Gathers Intelligence: It then extracts comprehensive professional data from their LinkedIn profile and their company's page, including job history, skills, company size, and industry.
- Generates AI Insights: Using the gathered data, an AI model performs a DISC personality analysis on each attendee, creating a custom "Communication Style Playbook" with actionable advice on what to do, what to avoid, and how to approach them.
- Delivers a Daily Briefing: Finally, it compiles all this information into a single, beautifully formatted HTML email, organized by meeting, and sends it directly to your inbox so you're fully prepared for the day ahead.
Usage Ideas
- Prepare for sales discovery calls by understanding a prospect's personality and communication style.
- Equip executives with key information on external stakeholders before important partnership meetings.
- Help hiring managers build rapport with candidates during interviews by providing background and conversation starters.
- Enable customer success managers to personalize their communication during client check-ins and reviews.
Customization Ideas
This template is a powerful starting point that you can easily adapt to your specific needs. You can:
- Choose Your Calendar: Connect to the specific Google Calendar you want to monitor for meetings.
- Define "External": Customize the list of email domains to ignore, ensuring the assistant focuses on the right people.
- Tailor the AI Analysis: Modify the AI's instructions to generate different types of insights. For example, instead of DISC, you could ask it to identify potential business needs, conversation starters, or common connections.
- Customize the Briefing: Change the entire look, feel, and content of the final email briefing. You could re-brand it, change the color scheme, or choose to highlight different pieces of information.
- Change the Destination: Instead of an email, you could have your daily briefing sent to a Slack channel, saved as a document, or delivered to another service.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
summaryRecipientEmail | string | None |
Email address where the daily meeting prep briefing will be sent | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
calendarName | string | primary |
Name of the Google Calendar to fetch meetings from. Use 'primary' for your default calendar | ||
freeEmailDomainsToIgnore | string | gmail.com,yahoo.com,aol.com |
Comma-separated list of free email domains to filter out from attendees | ||
includeUnanalyzedAttendees | boolean | true |
If true, includes attendees whose LinkedIn profile could not be found or analyzed in the briefing | ||
internalDomainToIgnore | string | yourcompany.com |
Your company's email domain to filter out from attendees (e.g., 'yourcompany.com') | ||
userTimezone | string | America/New_York |
Your timezone for date calculations (e.g., 'America/New_York', 'Europe/London') | ||
