This template prepares a weekly set of meeting briefs so sales teams and founders walk into every external meeting already knowing who they are seeing and what has already been discussed. It is built for people who want to be ready for the week ahead without spending Monday morning digging through calendars, inboxes, and CRM records.
What it does
Every Monday morning, the agent reads the week ahead from Google Calendar and produces one brief per external meeting. Each brief covers who is attending, what was already said in past conversations, and what is worth knowing before the meeting starts. Internal meetings and personal appointments are left out, so the pack stays focused on the meetings that need preparation.
How it works
- The agent runs on a schedule at 6 AM every Monday and pulls the upcoming meetings from Google Calendar.
- It classifies each meeting as internal or external and applies a privacy rule that keeps personal meetings out of the pack.
- For every external meeting, it gathers attendee and company background from Apollo, past deal and contact history from HubSpot, and prior email threads from Gmail.
- It assembles a clear brief per meeting and delivers the full pack through Slack, ready to read before the week begins.
The result is a consistent weekly ritual: one place to see who you are meeting, the history behind each relationship, and the context that makes the first minutes of every conversation count.
