AI Meeting Briefing
This AI workflow automatically triggers every time you have an event upcoming with external guests and creates a detailed dossier of each guest based on their LinkedIn profile.
Slack
Google Calendar
OpenAISteps in this workflow
1
Event upcoming
2
Identify External Guests
3
Iterator4
Search Google for LinkedIn Profile
5
Extract the LinkedIn Profile
6
Get LinkedIn profile data from URL
7
Create Dossier
8
Create Meeting Notification
9
Send Notification to #meeting-prep
How it works
1
Event upcoming
App Google Calendar
Trigger Event upcoming
Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.
2
Identify External Guests
AppOpenAI
Action Prompt GPT-4o-mini
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please extract the list of external guests (those without a @relay.app email address). For each guest, include their email address, and their first and last names if available.
3
Iterator
Action Iterator
Iterators let you perform a single action or multiple actions for each item in a list.
Documentation
descriptionFlow control: Iterators
5
Extract the LinkedIn Profile
AppOpenAI
Action Prompt GPT-4o
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please extract the URL of the LinkedIn profile for [data] [data] [data].
6
Get LinkedIn profile data from URL
Action Get LinkedIn profile data from URL
Documentation
descriptionFind steps
7
Create Dossier
AppOpenAI
Action Prompt Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please create a pre-meeting dossier based on the attached LinkedIn profile. Use emoji and bullet points for readability. Use the following template:
Name - Link to LinkedIn Profile - Location
Current Role
Current Company summary
Current Title
3 Previous Roles
8
Create Meeting Notification
AppOpenAI
Action Prompt Claude 3.5 Sonnet
Relay.app’s built-in AI actions, Custom Prompt steps and mini Agents make it easy to leverage AI in a predictable, controlled way.
Prompt used
Please create a meeting notification that includes the basic information about the meeting and the dossiers of all external attendees:
Meeting Title and Time in PST - Link to web conference
Dossiers
