Meeting Prep Dossier
Walks you into every external meeting with a one-page brief on who they are, what they care about, and what to say.
Turns twenty minutes of pre-call research into zero. The recipe finds your upcoming meetings with external guests from Google Calendar and Calendly, researches each company (what they do, size, recent news, live triggers) and each attendee (roles, public professional backgrounds) with sourced claims, and pulls the CRM history — past deals, open opportunities, last touch, call notes. It compresses everything into a one-page dossier per meeting with three suggested talking points and the reasoning behind each, delivered in-hub before the call. Strictly read-only: no CRM writes, no sends, no events created.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Pull upcoming events in the window and filter to those with external guests.
calendar scannerMerge Calendly bookings and invitee details so Calendly-sourced meetings are covered.
scheduling scannerBuild each company brief — what they do, size band, recent news, meeting-relevant trigger — every claim with a source URL.
web researcherDeepen attendee research: roles, backgrounds, and public professional activity.
verslay exclusive web research operatorPull the account CRM history — past deals, open opportunities, last touch, call notes.
crm scannerCompose the one-page dossier: attendees, company brief, history, open threads, three talking points.
executive briefing writerRender the dossiers in-hub, dated and copy-ready.
document writerAssemble the dossier set with the internal-only count and any unknowns stated plainly.
report formatterRequired Agents
8- calendar-scanner
- scheduling-scanner
- web-researcher
- verslay-exclusive-web-research-operator
- crm-scanner
- executive-briefing-writer
- document-writer
- report-formatter
Connections
Required
Optional
What it does
- Auto-detects upcoming meetings with external guests from Google Calendar
- Calendly bookings merged so nothing booked through Calendly is missed
- Sourced company brief: what they do, size, recent news, live trigger
- Attendee research: roles and public professional backgrounds
- CRM history: past deals, open opportunities, last touch, notes
- Three suggested talking points with the reasoning behind each
- One page per meeting, ready before the call
- Strictly read-only — no writes, no sends, ever
Example prompt
Prep me for my sales calls tomorrow — pull up who I am meeting, research their companies, and give me a one-page brief for each.
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