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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.
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intermediate⏱ 15 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 briefrequired
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.