Meeting briefing generator
Relay.app Team
Steps in this workflow
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.
Activates when an upcoming calendar event with external guests is detected in your primary calendar. This trigger monitors your calendar and only starts the workflow for events that include attendees from outside your organization.
Creates a separate processing thread for each attendee in the calendar event. This iterator allows the workflow to research multiple attendees simultaneously and collect information about each person independently.
Checks if the current attendee is an external guest and only continues processing if they are. This step ensures the workflow only researches people from outside your organization.
Creates an optimized Google search query to find the attendee's LinkedIn profile using their name and email address. The search query is constructed to maximize the chances of finding the correct LinkedIn profile.
Performs a Google search using the generated query to find relevant results. This step costs 5 AI credits and gathers the search results needed to locate the attendee's LinkedIn profile.
Analyzes the Google search results to identify and extract the most likely LinkedIn profile URL for the attendee. This step standardizes the URL format and ensures it points to a personal profile rather than a company page or post.
Retrieves detailed information from the attendee's LinkedIn profile page. This step collects professional background information including current role, work history, education, and other relevant profile data.
Searches your Gmail for any previous email communications with the attendee from the past month. This step checks both emails you've received from the attendee and emails you've sent to them.
Creates a comprehensive dossier on the attendee combining their LinkedIn profile information and email history. This detailed summary emphasizes either professional background or communication history depending on the available information.
Compiles all attendee information into a well-formatted Slack message with the meeting details and attendee briefs. This step uses emoji and rich text formatting to create an attractive and informative meeting briefing.
Sends the complete meeting briefing to your email with a subject line that includes the meeting title and start time. This ensures you receive the briefing in your inbox where you can easily reference it before the meeting.
