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Leadership

Automatic Daily Meeting Prep w/ Attendee Info, LinkedIn, History Recap

Automates daily meeting preparation by compiling comprehensive external attendee intelligence (email history, LinkedIn, company background) from Google Calendar, Gmail, Tavily, and OpenAI into a personalized HTML email brief.

Built · ~6 hours saved per week

Workflow Overview: Automatic Daily Meeting Prep Purpose & Automation Value This workflow automates the entire process of preparing for a day's worth of meetings. It runs once a day, scans your Google Calendar for upcoming events in the next 24 hours, and compiles a comprehensive intelligence brief. The primary value is the immense time savings and improved preparedness it provides. Instead of manually researching attendees, digging through past email chains, and looking up company news before each call, this automation delivers a single, consolidated HTML report directly to your inbox. It ensures you walk into every meeting with full context on the people involved, their company, and your prior interactions, allowing for more strategic and effective conversations. Technologies Used - n8n: The core automation platform coordinating the entire process. - Google Calendar: To fetch upcoming meetings. - Gmail: To retrieve past email correspondence and send the final briefing document. - Tavily AI: An AI-powered search engine used for external research on people and companies. - LangChain & OpenAI: The AI "brain" used for data extraction, summarization, and final report generation. - JavaScript (Code Nodes): For complex data manipulation, parsing, and structuring throughout the workflow. AI Integration This workflow is a powerful example of an AI agent, deeply integrating AI at multiple stages to perform tasks that go far beyond simple data transfer: 1. Intelligent Data Extraction: An initial Large Language Model (LLM) call parses raw, unstructured calendar event descriptions to intelligently extract a structured list of external attendees, their details, and company domains. This is far more reliable than simple text parsing. 2. Email Summarization: For each external attendee, the workflow fetches the last few email exchanges. An AI agent then reads this correspondence and generates a concise summary, highlighting key discussion points, agreements, or outstanding questions. This provides instant historical context. 3. AI-Powered Research: The workflow uses the Tavily search agent to perform targeted web research.

Tags: CRM Automations, Leadership Automations, Reports & Analytics, People/HR Automations, Clients/Customers/Leads, System (Parent/Child)

Integrations: Email, Google Calendar, Sub-workflow, Code, Schedule, HTTP, OpenAI

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