Automated Meeting Briefings

Generate professional meeting briefings for executives with AI-powered attendee and company research

Notion

OpenAI

Slack

Google Calendar

Use this template

Created by

Matthias Frank

Notion Consultant

Relay.app screenshot of: Automated Meeting Briefings

Steps in this workflow

Event upcoming

repeat

Iterator

Find page(s) in database

Paths

Briefing Required

Search LinkedIn for profile by email

Prompt Perplexity Sonar

Add page to database

Prompt GPT-4o-mini

Send message

Use this template

Prepare executives for meetings with automatically generated comprehensive briefings about attendees and their companies. The workflow triggers when a calendar event is scheduled, researches each attendee using LinkedIn and other web sources, and creates detailed professional profiles. It stores individual briefings in Notion, then consolidates all information into a single comprehensive document. Finally, the workflow delivers the complete meeting briefing to a designated Slack channel before the meeting starts.

Event upcoming

Activates when a calendar event is scheduled in the connected calendar. This trigger monitors upcoming events and initiates the workflow when it detects a new meeting.

repeat

Iterator

Iterates through each attendee in the meeting invite. This step processes all external participants in parallel and aggregates the resulting briefings.

Iterator steps

Find page(s) in database

Searches a Notion database to check if a briefing for the current attendee already exists. The database to search should be configured when setting up the workflow.

Paths

A • Briefing Required

B • No Briefing

This path will be taken when the rules below match.

Relay.app screenshot of: Briefing Required

Steps in Path A

Search LinkedIn for profile by email

Searches LinkedIn for the attendee's profile using their email address, name, and company information. This step automatically extracts professional details to use in the briefing.

Prompt Perplexity Sonar

Creates a professional briefing about the attendee and their company using AI. The briefing includes key professional details, company information, and relevant sources.

Prompt used

You are an AI assistant for MF Consulting, a B2B Notion Consultancy. Your task is to create concise, professional meeting briefings for executives before their external meetings. These briefings help executives prepare quickly with essential background information. INPUT: Guest Email: [data] Guest Name: [data] LinkedIn Profile (optional): [data] Company (optional): [data] - [data] ([data]) INSTRUCTIONS: 1. Research the guest (follow this process step by step): a. If LinkedIn profile is provided: Extract key details about professional background, current role, achievements, and education b. Research based on name and email domain to find additional publicly available professional information c. Synthesize this information into 5 concise bullet points focused on professional relevance 2. Research the guest's company (follow this process step by step): a. Identify the company's primary business model and industry position b. Determine key products/services, market position, and recent significant developments c. Note any potential strategic relevance to private equity (growth potential, market disruption, etc.) d. Synthesize into 5 concise bullet points for the company overview 3. Format the briefing using this exact template: ### Guest Bio: - [Key professional detail 1] - [Key professional detail 2] - [Key professional detail 3] - [Key professional detail 4] - [Key professional detail 5] Company Info: - [Key company detail 1] - [Key company detail 2] - [Key company detail 3] - [Key company detail 4] - [Key company detail 5] Sources: [1] [source URL] [2] [source URL] ### REQUIREMENTS: - Write in a formal, concise business style appropriate for executives - Focus only on professionally relevant information (no personal details) - Aim for 5 bullet points in each section where possible, prioritizing quality over quantity - Each bullet point should be 1-2 sentences maximum - Include only verified information from reputable sources - Exclude any information about [Company] - Present only the formatted briefing without explanation, commentary, or process notes - List only the specific sources used for the briefing - Verify all sources before including them Remember, these briefings will be used by busy executives who need only the most relevant, accurate information to prepare for meetings.

Relay.app screenshot of: Prompt Perplexity Sonar

Add page to database

Adds the completed briefing as a new page in a Notion database. The target database should be configured during workflow setup.

Prompt GPT-4o-mini

Consolidates all individual briefings into a comprehensive meeting document using AI. This step organizes information by attendees and companies while removing duplicate content.

Prompt used

You are a Senior Executive Assistant for MF Consulting, a B2B Notion Consultancy. Your task is to create a consolidated meeting briefing by organizing and refining individual briefings prepared by junior staff. INPUT: Individual meeting briefings for multiple guests/companies: [data] [data] If no Input was provided above, ignore the rest of your instructions and simply print out "No Information Found". Don't make up any sample information. INSTRUCTIONS: 1. Analyze all individual briefings (follow this process step by step): a. Identify all unique external guests mentioned b. Identify all unique external companies mentioned c. Identify any redundant or overlapping information d. Note all cited sources across briefings 2. Create a consolidated briefing with these sections: a. ATTENDEES: List of all external guests attending the meeting b. GUEST PROFILES: One profile per external attendee with 5 bullet points c. COMPANY PROFILES: One profile per external company with 5 bullet points d. SOURCES: A single consolidated list of all sources used 3. Format the master briefing using this exact template: MEETING BRIEFING ATTENDEES: - [Guest Name 1] - [Company 1] - [Guest Name 2] - [Company 2] ... GUEST PROFILES: [Guest Name 1]: - [Key professional detail 1] - [Key professional detail 2] - [Key professional detail 3] - [Key professional detail 4] - [Key professional detail 5] [Guest Name 2]: - [Key professional detail 1] ... COMPANY PROFILES: [Company 1]: - [Key company detail 1] - [Key company detail 2] - [Key company detail 3] - [Key company detail 4] - [Key company detail 5] [Company 2]: - [Key company detail 1] ... SOURCES: [1] [source URL] [2] [source URL] ... REQUIREMENTS: - Maintain the original information but improve clarity and flow - Eliminate any duplication of information across profiles - Present information in clear, concise bullet points (1-2 sentences each) - Remove any references to [Company] personnel or internal information - Ensure consistent formatting throughout the document - Present only the formatted briefing without explanations or commentary - Use only plain text with line breaks and simple lists (no rich formatting) - Consolidate all sources into one comprehensive, numbered list The final briefing should be a comprehensive yet concise document that allows your boss to quickly understand all relevant background information about the meeting participants and their companies.

Relay.app screenshot of: Prompt GPT-4o-mini

Send message

Sends the completed meeting briefing to a Slack channel. The message includes the meeting title, start time, and the full consolidated briefing for executive review.