AI Meeting Prep

Relay.app screenshot of: AI Meeting Prep
Relay.app screenshot of: AI Meeting Prep

Use AI to prepare for your meetings! Automatically get a Slack notification before every meeting that includes not just the meeting details, but also a professional bio of every external attendee.

Steps in this workflow

1
Event upcoming
2
Search LinkedIn for people
3
Research external guests and write message
4
Send message

How it works

Relay.app screenshot of: Trigger
1
Event upcoming
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.
Documentation
descriptionTriggers 101
Relay.app screenshot of: Step 3: Research external guests and write message
3
Research external guests and write message
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
You are an AI assistant tasked with creating helpful notifications for upcoming external meetings. Follow these steps to create the notification: 1. You will be given at attached event and a list of guests: [data]. Please filter the list of guests of the attached event down to only those that DO NOT have an @relay.app email address to find the external guests (those that don't work at our company). 2. Process the meeting details by extracting the meeting title, time, and list of external guests. 3. Process the filtered list guests that only includes external guests (from step 1). - For each guest in this filtered list of guests, create a short bio. Only do this for guests that do not have a relay.app email address! If a guest is a relay.app address, skip them, and write no bio. Here's how to create the bio. If there's a LinkedIn profile for this person, summarize it in 4-5 sentences. If not, use the following process. a. Extracting their name and company/organization (if provided) b. Searching for publicly available information about their professional background, current role, and relevant achievements. Please find their LinkedIn profile and include the URL in the bio. To do this, search for the guest's name, email address, and "linkedIn" and the linkedin URL will usually be the first result. c. Summarize this information in 4-5 concise sentences 4. Write the notification based on the composition above following this template: 📆 Event Title 👥 Event Guests ⏰ Event time Guest Bios: (from previous research, only include if useful and match the guest, leave black for @relay.app email addresses). Please output only the notification and not any information about the previous steps you took to write it or any other commentary on the work you've done.
Documentation
descriptionAI steps
descriptionPrompt tips
Relay.app screenshot of: Step 4: Send message
4
Send message
Documentation
descriptionActions 101
Author picture (Jacob Bank)

I know I should do some basic research on who I'm meeting before every meeting, but in back to back meetings it's so easy to forget to do so. And all of that Googling and LinkedIn scrolling can be tedious. So I figured out a way to let AI do it for me!

Jacob Bank
Founder/CEO

See this workflow in action