Meeting Briefing Generator

Automatically generate comprehensive briefings for meetings with external guests
Created by
Relay.app logoRelay.app Team
Relay.app screenshot of: Meeting Briefing Generator

Steps in this workflow

1
Google Calendar logo
4 hours before a meeting
2
repeat
Loop over a list
3
Relay.app logo
Skip internal guests
4
Gmail logo
Get 10 recent emails
5
Google Calendar logo
Look up details of 10 recent meetings
6
Relay.app logo
Look up LinkedIn profile
7
Relay.app logo
Write meeting briefing with AI
8
Relay.app logo
Email the briefing to myself

Automatically generate comprehensive briefings for your meetings with external guests by gathering context from emails, past meetings, and LinkedIn profiles. Here's how it works:

  • The workflow triggers 4 hours before meetings that have external guests
  • For each external guest, it collects their recent emails, past meetings, and LinkedIn profile
  • AI analyzes all the gathered information to create a concise briefing
  • The briefing is emailed to you with key details about each guest
1
Google Calendar logo
4 hours before a meeting

Triggers 4 hours before any scheduled meeting that has external guests. The workflow monitors your calendar and starts automatically when these conditions are met.

Relay.app screenshot of: 4 hours before a meeting
2
repeat
Loop over a list

Iterates through each guest attending the meeting. This allows the workflow to gather information about each external participant individually.

Relay.app screenshot of: Loop over a list
Iterator steps
3
Relay.app logo
Skip internal guests

Filters out internal guests by checking if their email contains your organization's domain. This ensures the briefing only includes information about external participants.

Relay.app screenshot of: Skip internal guests
4
Gmail logo
Get 10 recent emails

Retrieves the 10 most recent emails received from each external guest. If no emails are found, the workflow continues without interruption.

Relay.app screenshot of: Get 10 recent emails
5
Google Calendar logo
Look up details of 10 recent meetings

Finds up to 10 recent calendar events where you previously met with the guest. This provides historical context about your past interactions.

Relay.app screenshot of: Look up details of 10 recent meetings
6
Relay.app logo
Look up LinkedIn profile

Searches LinkedIn to find the guest's professional profile. This adds valuable context about their background and current role.

Relay.app screenshot of: Look up LinkedIn profile
7
Write meeting briefing with AI

Uses AI to analyze all gathered information and generate a concise briefing with key insights about each external guest. The briefing includes relevant context from emails, past meetings, and LinkedIn profiles in a bullet-point format.

Prompt used
Please prepare a concise briefing for this meeting that includes (1) key details about the external guests I'm meeting with, and (2) any relevant context from past email exchanges and meetings I had with them. Attached are: - the event details about my upcoming meeting - (if available) the 10 most recent emails I received from each guest - (if available) details of the 10 most recent meetings I had with each guest - (if available) the LinkedIn profile for each guest Additional guidance: - Keep it short and use <10 bullets per meeting guest (max 10 words per bullet) - Ignore attendees with an @relay.app email address - Don't include details about the meeting itself (time, date etc). I already have that. - Don't use emoji The output will be sent to me over email
Relay.app screenshot of: Write meeting briefing with AI
8
Relay.app logo
Email the briefing to myself

Sends the completed briefing to your email address with the meeting details and AI-generated insights. The email includes the meeting title, time, join links, and the personalized briefing content.

Relay.app screenshot of: Email the briefing to myself