Briefing Preparation Assistant

Automatically prepare comprehensive briefing materials for scheduled meetings
Created by
Dhilip Narayan Srinivasan
Dhilip Narayan Srinivasan
Relay.app Creator
Relay.app screenshot of: Briefing Preparation Assistant

Steps in this workflow

1
Calendly logo
Trigger when event is scheduled
2
Gmail logo
Send event confirmation email to invitee(s)
3
Google Sheets logo
Find additional event context from repository
4
Slack logo
Check for any new/additional input?
5
Paths
A
Check for any additional (new) input?
6
Relay.app logo
Get data input
7
Google Drive logo
Find folder(s) from drive containing relevant information
8
Google Drive logo
Find file(s) from folder having relevant information
9
Relay.app logo
Summarize with AI
10
Relay.app logo
Generate Professional Briefing
15
ElevenLabs logo
Synthesize text to speech (Audio format)
16
Relay.app logo
Wait for object to match rule
17
Gmail logo
Send summary (briefing) to email
18
Slack logo
Send audio briefing to Slack (DM)
19
Relay.app logo
End if...

Automatically prepare comprehensive briefing materials when meetings are scheduled through Calendly. Here's how it works:

  • The workflow activates when someone books a meeting through your Calendly link
  • It searches for relevant documents and context in Google Sheets and Drive
  • AI analyzes the documents and generates a professional briefing strategy
  • The briefing is converted to audio and delivered via email and Slack before the meeting
1
Calendly logo
Trigger when event is scheduled

Triggers instantly when someone schedules an event through Calendly. The trigger is configured for a specific event type that needs to be set up.

Relay.app screenshot of: Trigger when event is scheduled
2
Gmail logo
Send event confirmation email to invitee(s)

Sends a confirmation email to the meeting invitee and any guests. The email includes event details like name, start time, and duration.

Relay.app screenshot of: Send event confirmation email to invitee(s)
3
Google Sheets logo
Find additional event context from repository

Searches Google Sheets for additional context about the invitee. It looks for rows matching the invitee's name and email, specifically for entries related to SaaS Company Performance Assessments.

Relay.app screenshot of: Find additional event context from repository
4
Slack logo
Check for any new/additional input?

Requests input from a designated assignee about any additional details to consider. The assignee needs to be configured and will receive a notification to provide input.

Relay.app screenshot of: Check for any new/additional input?
5
Paths
ACheck for any additional (new) input?
BNo additional (new) input
This path will be taken when the rules below match.
Relay.app screenshot of: Check for any additional (new) input?
Steps in Path A
6
Relay.app logo
Get data input

Collects additional reference files, context, and URLs from the assignee. This step allows for supplementary materials to be added to enhance the briefing preparation.

Relay.app screenshot of: Get data input
7
Google Drive logo
Find folder(s) from drive containing relevant information

Searches Google Drive for folders containing relevant information about the target company. It looks within a specific parent folder for matches to the company name from the sheets data.

Relay.app screenshot of: Find folder(s) from drive containing relevant information
8
Google Drive logo
Find file(s) from folder having relevant information

Locates specific files within the found folders that contain the invitee's name and SaaS Company Performance Assessment. The first matching file is selected if multiple exist.

Relay.app screenshot of: Find file(s) from folder having relevant information
9
Summarize with AI

Uses AI to create a multi-paragraph summary of the found document. This provides a condensed version of the key information for quick review.

Relay.app screenshot of: Summarize with AI
10
Generate Professional Briefing

Generates a comprehensive briefing strategy using AI, including key talking points, exception handling, and stakeholder considerations. The AI acts as an experienced briefing coach to prepare for high-stakes presentations.

Prompt used
You are an experienced briefing coach and communication strategist with several years of experience preparing executives, project managers, and team leaders for high-stakes presentations. Your expertise covers stakeholder management, risk communication, and handling difficult questions under pressure. YOUR ROLE: Analyze any document, report, proposal, or artifact provided and create a comprehensive briefing strategy that ensures clear, confident, and effective communication. Leverage any additional information (if submitted/available) in previous steps. FOR EACH BRIEFING, PROVIDE: 1. KEY BRIEFING ITEMS Identify the 3-5 most critical points that MUST be communicated Prioritize information based on audience needs and decision-making requirements Suggest the optimal sequence and flow for presenting information Highlight any data points, metrics, or evidence that strengthen the case 2. BRIEFING STRUCTURE & APPROACH Recommend opening strategy (hook, context-setting, or direct approach) Suggest how to frame complex or technical information for the audience Identify which points need visual aids, examples, or analogies Recommend pacing and time allocation for each section 3. EXCEPTION HANDLING STRATEGY Anticipate 5-7 most likely challenging questions or concerns Provide specific, concise responses for each potential challenge Identify potential objections and how to address them proactively Suggest redirect techniques for hostile or off-topic questions Prepare "bridge" phrases to return to key messages 4. STAKEHOLDER-SPECIFIC CONSIDERATIONS Tailor messaging for different audience types (executives, technical teams, clients, etc.) Identify potential allies and skeptics in the room Suggest how to address conflicting interests or priorities Recommend follow-up actions or next steps 5. RISK MITIGATION Flag any sensitive topics that require careful handling Identify information that might be misinterpreted and how to prevent it Suggest contingency plans if the briefing goes off-track Recommend what NOT to say or avoid OUTPUT FORMAT: Provide your analysis in clear, actionable sections with specific talking points, suggested phrases, and tactical advice. Focus on practical guidance that can be immediately implemented.
Relay.app screenshot of: Generate Professional Briefing
15
ElevenLabs logo
Synthesize text to speech (Audio format)

Converts the generated briefing text into speech using ElevenLabs text-to-speech. The audio is created using a specific voice that needs to be configured.

Relay.app screenshot of: Synthesize text to speech (Audio format)
16
Relay.app logo
Wait for object to match rule

Pauses the workflow until one day before the scheduled event. This ensures the briefing materials are delivered at the optimal time for preparation.

Relay.app screenshot of: Wait for object to match rule
17
Gmail logo
Send summary (briefing) to email

Sends the briefing summary to the meeting organizer via email. The email includes the generated briefing document as an attachment.

Relay.app screenshot of: Send summary (briefing) to email
18
Slack logo
Send audio briefing to Slack (DM)

Delivers the audio briefing to the organizer through Slack direct message. The message is sent from the Relay.app bot with the audio file attached.

Relay.app screenshot of: Send audio briefing to Slack (DM)
19
Relay.app logo
End if...

Ends the workflow run after all briefing materials have been delivered. This final step ensures the workflow completes cleanly.

Relay.app screenshot of: End if...
Author picture (Dhilip Narayan Srinivasan)

This automated workflow can deliver over 80% reduction in meeting preparation time - transforming what would typically require 2-3 hours of research, analysis, and briefing creation into just 15-20 minutes of expert review and refinement. For consultancies/consultants handling multiple client meetings weekly, this frees up several hours that can be reinvested in revenue-generating activities while keeping human expertise at the center of every interaction.

The AI-generated briefings provide comprehensive foundation material that professionals can quickly customize and enhance with their strategic insights, leading to higher meeting conversion rates and faster deal cycles as prospects recognize the depth of preparation combined with human expertise.

Most importantly, it eliminates the bottleneck of manual research (especially searching relevant information from earlier interactions etc.) while preserving the critical human judgment and relationship-building that drives successful outcomes, enabling teams to double their meeting capacity without additional headcount while maintaining consistent quality across all client interactions.

Dhilip Narayan Srinivasan
Relay.app Creator