Meeting Prep Assistant with DISC-Based Briefings
This agent automates the process of gathering intelligence on external meeting attendees. It reads your calendar, researches each external participant's professional background on LinkedIn, and sends you a comprehensive email briefing so you can enter every meeting fully prepared.
Schedule it to run daily.
This automation acts as a personal research assistant to prepare you for your daily meetings. Here’s how it works:
- Reads Your Calendar: It connects to your Google Calendar and fetches all of today's meetings, based on your specified timezone.
- Identifies External Attendees: The agent intelligently filters your meeting list, ignoring internal colleagues (based on your company domain) and attendees with common free email addresses (like gmail.com).
- Conducts Professional Research: For each remaining external professional, it finds their LinkedIn profile. It then extracts a rich set of data, including their current role, company, years of experience, and a summary of their bio. It also researches their company to find details like size, industry, and funding.
- Analyzes Communication Style: Based on their profile, the agent performs a DISC personality analysis and generates a "Communication Style Playbook" with tips on how to best engage with them.
- Delivers an Email Briefing: Finally, it compiles all the research into a beautifully formatted HTML email, organized by meeting. This summary is sent directly to your inbox, giving you a complete, at-a-glance overview of everyone you'll be meeting with.
Usage Ideas
- Sales professionals can use it for pre-call planning to personalize their pitch and build rapport instantly.
- Account managers can prepare for client check-ins and Quarterly Business Reviews (QBRs) by understanding recent team changes.
- Founders and executives can get background on potential investors, partners, or board members before critical meetings.
- Recruiters can gain valuable context on candidates before an interview, leading to more insightful conversations.
- Anyone in a client-facing role can use it to feel more confident and informed in their daily interactions.
Customization Ideas
This template is a powerful starting point that you can easily tailor to your exact needs. You have the flexibility to:
- Choose Your Calendar: Specify which of your Google Calendars the agent should read.
- Define Your Recipient: Decide which email address should receive the final intelligence briefing. You can also have the report sent to a different destination entirely, like a Slack channel.
- Customize Research Scope: Easily change the specific information you want to gather about a person or their company. For example, you could add fields for education and skills, or ask for recent company news.
- Refine Attendee Filtering: Adjust which internal or free email domains the agent should skip.
- Personalize the Final Report: Modify the entire look, feel, and content of the summary email. You can reorder sections, change the wording, or add new information to create the perfect pre-meeting briefing for you.
- Tune the Personality Insights: Adjust the communication playbook advice to align with your own sales methodology or internal best practices.