Meeting Briefing Generator
Walk into every call already up to speed — without spending the hour beforehand digging through tabs.
Account execs and founders kick off half their meetings cold: a quick LinkedIn scroll on the way, a Slack search for "have we talked to them before?", a panicked Gmail thread skim two minutes before the call. Useful context is everywhere, but never in one place when you need it. This workflow handles it: one hour before any meeting in Google Calendar, Relay.app pulls the attendees from HubSpot, scans recent emails in Gmail, grabs notes from past calls in Granola, and Claude turns it all into a one-page briefing in your Slack DMs.
One hour before each meeting, the briefing prep kicks off
Every Relay.app workflow starts with a trigger — a signal that tells it when to run. Here it's your calendar: an hour before a meeting in Google Calendar, the workflow fires automatically, with enough lead time that the briefing is in your DMs before you start panic-scanning tabs. Switch it to Outlook, run it on demand, or have a morning digest land at 7 AM — same workflow, your rhythm.
Pull the attendee, the email thread, and the call notes
Relay.app looks up every attendee in HubSpot — role, company, last activity, owner — then scans the last 30 days of Gmail for thread context, and finally grabs notes from any past calls in Granola. Three sources, one timeline. Swap the CRM, the inbox, or the meeting-notes app and the rest of the workflow runs unchanged.
AI drafts the briefing, lands it in your DMs
Claude synthesizes the three sources into a one-page briefing: who they are, where the relationship stands, three things to raise and one thing to avoid. Tight, scan-friendly. It lands as a Slack DM the moment it's ready — fifty-something minutes before the meeting — so you have time to read it on the way to the call. Swap the AI model or send it to Teams, Outlook, or as an email instead.
Archive a copy so the next call starts even warmer
Same briefing, dropped into a running "Meeting prep" Notion database — searchable, datestamped, and ready to remind future-you what you talked about last time. Confluence, Coda, Airtable, a Google Sheets row — pick the surface your team actually opens.
Make it yours in Relay.app
Start from this template and adapt it to your stack and your team. Relay.app's copilot picks up from here — swap any app, change the AI model, tweak the trigger, whatever fits your use case.