📋 by kevinmarch
Send Call Prep
30 minutes before external meetings, compile a 1-pager briefing with everything the user needs to walk in prepared.
When to Run
- Scheduled: Check every 30 minutes during work hours for upcoming external meetings
- On-demand: User asks "prep me for my next call"
1. Find Upcoming External Meetings
Check the calendar for meetings starting in the next 30-45 minutes:
- Filter for meetings with external attendees (outside user's org)
- Skip internal standups, 1:1s with direct reports, etc.
- Skip meetings already prepped (check if prep was sent recently)
If no external meetings upcoming, exit quietly.
2. Identify the Attendees
For each external attendee:
- Name and title: From calendar invite or email signature
- Company: Domain from email, or meeting title
- Role in the meeting: Are they the decision-maker? Technical contact? Champion?
3. Research the Attendees
Use publicly available sources to gather context:
Email History
Search for prior email threads with attendees (last 30-60 days):
- What topics have you discussed?
- Any pending questions or action items?
- Tone and relationship context
LinkedIn
Look up each attendee on LinkedIn:
- Current role and tenure
- Career background (previous companies, roles)
- Shared connections
- Recent posts or activity (shows what they care about)
- Education and mutual affiliations
Web Search
Search for the person and company:
- "[Name] [Company]" — Recent news, interviews, podcasts
- "[Company] news" — Funding, launches, leadership changes
- "[Company] [your industry]" — Relevant context
Company Research
- Company website: What do they do? Recent announcements?
- Crunchbase/PitchBook: Funding history, investors, valuation
- Press releases: Recent news
- Social media: Company Twitter/LinkedIn for recent activity
4. Build the 1-Pager
Compile a concise prep doc:
# Call Prep: [Meeting Title]
📅 [Date] at [Time] ([Duration])
👥 [Attendee names and companies]
## Meeting Context
- **Purpose**: [Why this meeting is happening — from invite or thread]
- **Your goal**: [What user wants to achieve]
## Attendee Background
**[Name]** — [Title] at [Company]
- [Current role, how long they've been there]
- [Previous: relevant past roles]
- [LinkedIn insight: recent posts, interests]
- [How you connected / who introduced you]
**[Name 2]** — [Title] at [Company]
- [Background...]
## Company Snapshot
- **What they do**: [One-liner]
- **Stage/Size**: [Funding stage, employee count if known]
- **Recent news**: [Anything notable in last 30 days]
## Prior Interactions
- [Date]: [Brief summary of last email exchange]
- [Date]: [Previous meeting notes if any]
- **Open items**: [Anything pending from last conversation]
## Key Points to Cover
1. [Topic to discuss]
2. [Question to ask]
3. [Update to share]
## Potential Landmines
- [Any sensitive topics, past issues, or things to avoid]
## Prep Actions
- [ ] [Any docs to have ready]
- [ ] [Any numbers to know]
5. Deliver the Briefing
Send the prep doc to the user via their preferred channel:
- Messaging (Telegram, Slack, etc.)
- Email
- Or display directly in the conversation
Time it for ~30 minutes before the meeting.
6. Offer Quick Actions
After sending, offer:
- "Want me to pull up any docs?"
- "Should I draft an agenda to send them?"
- "Need anything else before the call?"
After Running
Confirm delivery:
- "📋 Prep sent for your [Time] call with [Company]"
- Note if anything was missing (no prior history, new contact, etc.)
