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AI-Powered Meeting Research & Daily Agenda with Google Calendar, Attio CRM, and Slack

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Created by: Harry Siggins || harrysiggins-onetwogrowth

Harry Siggins

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Last update 23 days ago

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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)

How to customize

  1. Adjust Schedule: Modify the Schedule Trigger node to run at your preferred time - change from 6 AM to whenever works best for your schedule
  2. Customize Research Sources:
    • Remove CRM integration if you don't use Attio
    • Remove Apollo.io if you don't need company research
    • Add additional research tools as needed
  3. Modify Output Format: Edit the prompt in "Format Daily Meeting Brief" node to change how the information is structured and presented
  4. Change Delivery Method:
    • Replace Slack with Microsoft Teams, email, or Discord
    • Add multiple delivery channels if needed
    • Send to different channels based on meeting type
  5. Filter Meetings: Adjust the filtering logic to include/exclude certain types of meetings based on keywords, attendees, or calendar properties

Advanced customization

  • Add VIP alerts: Create special handling for meetings with executives or key clients
  • Include preparation documents: Automatically attach relevant files from Google Drive
  • Time zone handling: Adjust for meetings across different time zones
  • Language support: Modify prompts to generate briefs in different languages