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The AI-Powered Meeting Prep Assistant

How to gather strategic intelligence on a prospect one hour before a meeting.

Tools used in this Workflow

Make Claude 3.5 Google Calendar Notion Slack

The Problem of Being Unprepared

Showing up to a client meeting without knowing the latest news about their company means losing 10 credibility points right away. But thorough "Googling" before every call takes forever.

The "Briefing Bot" powered by Make and Claude

We create an automation that acts as your personal research assistant, plugged directly into your calendar.

How does it work?

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    1. Calendar Monitoring: A Make scenario listens to your Google Calendar. 60 minutes before any event categorized as "External Meeting," the process starts.
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    2. Extraction & Research: The tool extracts the domain name from the participant's email. It then launches a query (via Perplexity API or web scraping) to search for the last 3 months of news: fundraising rounds, press articles, key hires...
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    3. Strategic Summary: Anthropic's Claude 3.5 (excellent for informational text processing) summarizes all this raw data into a highly digestible briefing: "3 key points about the company" and generates "3 potential ice-breaker questions".
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    4. JIT Delivery (Just-in-Time): The briefing lands in your private Slack channel or gets added to a Notion page linked to that client, right as you're logging into the video call.

B2B Client Case

For a recruitment agency, this automation also checks whether the prospect currently has "Job Openings" on their website, enabling the salesperson to immediately pivot to a concrete recruitment need during the call.

🤖 Want to automate this workflow?

Our growth engineers deploy this custom automation in your environment.

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