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

Description

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

Daily Trigger: Runs every weekday morning at 6 AM (customizable) to analyze your Google Calendar
Calendar Analysis: Fetches all meetings scheduled for today and filters for external meetings (those with attendees other than yourself)
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
CRM Updates: Automatically creates new contact records in Attio for unknown attendees and adds meeting preparation notes to existing contacts
Brief Generation: Compiles all research into a scannable, actionable meeting brief with key talking points
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

Adjust Schedule: Modify the Schedule Trigger node to run at your preferred time - change from 6 AM to whenever works best for your schedule
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
Modify Output Format: Edit the prompt in "Format Daily Meeting Brief" node to change how the information is structured and presented
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
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