Meeting briefing generator
Automatically create comprehensive meeting briefings for calendar events with external guests
Created by
Relay.app Team
Relay.app Team
Steps in this workflow
1
Event upcoming
2
repeat
Iterator3
Filter out internal guests
4
Generate Search Query to find LinkedIn profile
5
Search Google to find LinkedIn profile
6
Extract LinkedIn profile URL
7
Get LinkedIn profile data
8
Find emails sent or received to/from guest
9
Write Individual Dossier
10
Write combined notification
11
Send email to yourself
This AI workflow automatically generates detailed meeting briefings when you have calendar events with external attendees. The workflow activates when a meeting with external guests is scheduled, then researches each attendee by finding their LinkedIn profile and analyzing previous email interactions. It creates individual dossiers for each external participant with professional background and communication history. Finally, it compiles this information into a well-formatted meeting brief containing event details, attendee information, and meeting context, which is sent directly to your email.
1
Event upcoming
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
2
repeat
Iterator
Iterators let you perform a single action or multiple actions for each item in a list.
Iterator steps
4
Generate Search Query to find LinkedIn profile
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Given the following information, please output a single Google Search query most likely to yield that person's LinkedIn profile.
Name: [data]
Email Address: [data]
Good queries are usually of the form "information linkedin profile".
<example>
<input>
Name: Jacob Bank
Email Address: jacob@relay.app
</input>
<output>
jacob bank relay linkedin profile
</output>
</example>
<example>
<input>
Name: Michael
Email Address: michael.kaeser.ch@gmail.com
</input>
<output>
- michael kaeser switzerland linkedin profile
- michael kaeser linkedin profile
</output>
</example>
<example>
<input>
Name:
Email Address: thijs@relay.app
</input>
<output>
thijs relay.app linkedin profile
</output>
</example>
<example>
<input>
Name:
Address: jbank@relay.app
</input>
<output>
bank relay.app linkedin profile
</output>
</example>
6
Extract LinkedIn profile URL
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Given the results of a Google Search query, please extract the URL of the LinkedIn profile most likely to correspond to this person:
Name: [data]
Email: [data]
Please remove any country-specific subdomains and return a URL of the form: https://www.linkedin.com/in/USER_NAME
Do not return a URL that corresponds to a post or a company profile.
9
Write Individual Dossier
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Your job is to write a one page summary with relevant context on an individual for a meeting.
Include both information from the research dossier and previous emails.
If there is are no previous emails, emphasize the bio information. Include title, previous roles, education, and any other useful information.
If there are many previous emails, emphasize those and provide a detailed summary of them.
Make this as comprehensive as possible! It's ok if it's several pages.
10
Write combined notification
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please write a great Slack message meeting briefing based on the event information and the research information about the external attendees. Include
Title
Time (in PST)
Location
Meeting Link
Attendees
Relevant briefing information - Please include a concise summary of the attendee bios and background and include any key information about the purpose of this meting.
Please use emoji and rich text to make it look nice.
