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)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
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).
Step 2
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.
Step 3
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.
Step 4
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.
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.
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