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🍳

Meeting Prep Agent

Before every meeting: pull attendee LinkedIn profiles, recent news about their company, CRM history, and related docs. Auto-generate a prep brief.

🤖 00 ↓  |  👤 00
intermediate15 min setup🔄 10 swappable alternatives

🧂 Ingredients

🔌 APIs

get_upcoming_meetings_and_attendees

🔄 Alternatives:

Outlook Calendar Microsoft ecosystemCal Com Open-source scheduling

look_up_attendee_profiles_and_company_info

🔄 Alternatives:

Zoominfo Better for enterprise contactsClearbit Better enrichment dataHunter Io Email-focused, cheaper

recent_news_about_attendee_companies

🔄 Alternatives:

Mediastack Real-time news, free tierGnews Simple, focused news API

synthesize_prep_brief

🔄 Alternatives:

Anthropic Better at analysis and reasoningGemini Free tier, multimodalMistral Open-weight, EU-hosted

📋 Step-by-Step Build Guide

STEP 1

Check calendar for meetings in next 2 hours

Check calendar for meetings in next 2 hours

Check calendar for meetings in next 2 hours

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 2

Extract attendee names and email domains

Extract attendee names and email domains

Extract attendee names and email domains

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 3

Look up each attendee on Apollo (title, company, background)

Look up each attendee on Apollo (title, company, background)

Look up each attendee on Apollo (title, company, background)

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 4

Search recent news about their company

Search recent news about their company

Search recent news about their company

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 5

Pull CRM history (past interactions, deal stage, notes)

Pull CRM history (past interactions, deal stage, notes)

Pull CRM history (past interactions, deal stage, notes)

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 6

Pull any shared documents or prior meeting notes

Pull any shared documents or prior meeting notes

Pull any shared documents or prior meeting notes

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.
STEP 7

Generate concise prep brief with talking points

Generate concise prep brief with talking points

Generate concise prep brief with talking points

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

🤖 Example Agent Prompt

Check calendar for meetings in next 2 hours

Steps:
1. Validate all required inputs are available
2. Execute the operation described above
3. Verify the result meets expected output format
4. Handle errors gracefully — retry transient failures, log and alert on persistent ones
5. Return structured output with status and any relevant data

If any required data is missing, request it from the user before proceeding.

Copy this prompt into your agent to get started.

🍳 Meeting Prep Agent — PincerAPI Cookbook