Meeting Prep Auto-Generator
Generate comprehensive meeting prep docs from calendar invite, attendee profiles, and context
Workflow Steps
Trigger: 30min Before Meeting
Google Calendar webhook fires 30 minutes before each calendar event
Fetch Attendee List
Extracts attendee emails from calendar event, resolves names and companies
Pull CRM Context
Queries HubSpot/Salesforce for last 3 interactions with each external attendee
Fetch LinkedIn Profiles
Retrieves profile photos, job titles, recent posts for each attendee
Generate Prep Doc
Creates a structured doc: agenda review, attendee background, conversation history, suggested questions, red flags to avoid
Send to Slack/Email
DMs meeting organizer a link to the generated prep doc via Slack or email
Trigger
Google Calendar event starting in 30 minutes
Output Sample
Example of what this workflow produces:
## Meeting Prep: Q2 Budget Review
**With:** Sarah Chen (CFO, TechCorp) + Mike Johnson (VP Sales)
**Context from CRM:**
- Last call: March 15 — discussed Q1 underperformance, 18% below target
- Sarah expressed frustration with reporting frequency
- Mike requested simplified dashboards
**Attendee Insights:**
- Sarah: Recently joined board of Women in Tech Foundation
- Mike: Promoted to VP 3 months ago, new in role
**Suggested Talking Points:**
1. Acknowledge Q1 challenges but highlight recovery plan
2. Propose weekly dashboard updates
3. Ask about Q2 targets given March results
**Avoid:** Direct questions about Q1 shortfall blameAbout This Blueprint
Connect your Google Calendar and this workflow automatically generates a meeting prep document 30 minutes before each meeting. It pulls attendee LinkedIn profiles, surfaces previous conversation notes from your CRM, identifies discussion topics from Slack threads, and generates suggested talking points.