Automate meeting briefings

Walk into every call already up to speed — without spending the hour beforehand digging through tabs.

SalesCustomer Success

Briefing yourself before a call means scrolling LinkedIn on the way, searching Slack for "have we talked before?", and skimming a Gmail thread two minutes before it starts.

Relay.app builds the brief for you, so you never walk in cold again: an hour before each meeting in Google Calendar it loops through every external attendee — pulling their HubSpot record, recent Gmail threads, and past-call notes from Granola — and Claude turns it into a one-page briefing in your Slack DMs.

Here's how it works, step by step

One hour before each meeting, the briefing prep kicks off

An hour before a meeting in Google Calendar, the workflow fires automatically.
The briefing is in your DMs before you'd otherwise start panic-scanning tabs — enough lead time to actually read it.

Don't use Google Calendar? This also runs from:

For each attendee, pull CRM, email, and past calls

For each external attendee, Relay.app looks them up in HubSpot — role, company, last activity, and owner.
It pulls the last 30 days of Gmail thread context and grabs notes from any past calls in Granola — three sources per attendee, one merged briefing.

On a different stack? Run the same steps with:

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 to avoid.
It lands as a Slack DM the moment it's ready — fifty-odd minutes before the meeting — so you can read it on the way to the call.

Prefer a different setup? Try:

Archive a copy so the next call starts even warmer

The same briefing is dropped into a running "Meeting prep" database in Notion — searchable and datestamped.
Next time you meet them, future-you already has last time's context one search away.

Live in other tools? Swap in:

Make it yours in Relay.app

Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.

What is Relay.app?

Relay.app is the easiest way to automate with AI across 200+ popular apps, with fine-grained control over what each workflow can access and do.

Describe what you want and Relay.app's AI builds the workflow for you. But if you like to tinker, you'll love using the visual editor. It's fast, opinionated, intuitive, and feels nothing like wiring diagrams.

Start building in Relay.app