Build an AI Meeting Prep System
Show up to every important meeting with a researched brief, clear objectives, and prepared talking points, generated automatically before the call.
Download workflow config (JSON)Time Required
15–20 min per meeting
Expected Result
A meeting prep brief with background on attendees, key context, your objectives, talking points, and questions to ask.
Recommended Tools
Trigger on Calendar Events
Use Zapier or Reclaim AI to identify meetings scheduled in the next 24 hours that match your priority criteria (external meetings, new contacts, deal calls).
Research Attendees
For each attendee, use Perplexity to research their LinkedIn profile, recent posts, company news, and any mutual connections. Note anything relevant to the meeting context.
Generate the Meeting Brief
Feed the meeting title, attendee research, and any prior context into Claude. Ask it to produce: meeting objective, 3 key talking points, 5 questions to ask, and potential objections to prepare for.
Deliver the Brief Automatically
Route the finished brief to your email or Slack 2 hours before the meeting starts using Zapier. Review it in 5 minutes before joining the call.
Tools Used In This Workflow
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