Meeting briefing generator
LinkedIn
OpenAI
Relay.app Team
Steps in this workflow
Automatically generate detailed briefings for meetings with external guests and send them to Slack. The workflow triggers when calendar events with external guests are scheduled, researches each external attendee using Google searches and LinkedIn profiles, and compiles their professional background information. It also gathers context from previous interactions by searching emails and past calendar events with these attendees. Finally, it creates a comprehensive Slack notification with all meeting details and attendee background information to help you prepare effectively.
Activates when a calendar event with external guests is scheduled. This trigger monitors your primary calendar for new events and checks if they include attendees from outside your organization.
Confirms the event has external guests before proceeding. This validation step ensures the workflow only runs for meetings that include participants outside your organization.
Processes each attendee in the meeting by executing a series of steps for each person. This iterator helps organize research about each external guest to be compiled later in the workflow.
Filters out internal guests to focus only on external attendees. This prevents the workflow from researching colleagues within your organization.
Conducts comprehensive research on each external attendee using Google searches, LinkedIn profiles, and website information. The AI agent uses multiple research tools to gather professional background information about each guest.
Conducts comprehensive research on each external attendee using Google searches, LinkedIn profiles, and website information. The AI agent uses multiple research tools to gather professional background information about each guest.
Performs Google searches to find information about the meeting attendee. This tool helps locate LinkedIn profiles and other relevant professional information about each external guest.
Searches for recent email exchanges with the attendee from the past month. This helps gather context about previous communications with the external guest.
Finds past calendar events that included this attendee. This historical meeting information adds context about your previous interactions with the external guest.
Processes each past calendar event to gather additional context. This iterator helps collect information from previous meetings with the attendee.
Finds meeting recap emails related to past events with the attendee. This provides valuable information about what was discussed in previous meetings.
Creates a detailed dossier for each external attendee combining biographical information with past interaction history. This comprehensive profile includes their professional background and summary of your previous communications.
Checks if the meeting is internal-only to skip notification. This prevents sending Slack notifications for meetings that don't include external participants.
Generates a well-formatted Slack notification with meeting details and attendee information. The message includes the title, time, location, meeting link, attendees list, and relevant briefing information with rich formatting.
Sends the meeting briefing to a Slack channel. You'll need to configure which Slack channel should receive these notifications when setting up the workflow.