What This Workflow Does
Manual meeting preparation is a significant time drain for professionals, especially in sales, account management, and executive roles. Researching attendees, reviewing past interactions, and compiling relevant context can consume 15-30 minutes per meeting—time that adds up quickly across a busy week.
This automated workflow eliminates that manual work entirely. It connects to your calendar, identifies external meetings, researches each attendee using AI and your CRM data, and delivers comprehensive briefing documents directly to your Slack channel every morning. You start your day fully prepared for every meeting without spending a minute on research.
How It Works
1. Calendar Monitoring & Filtering
The workflow triggers automatically Monday through Friday at 6 AM, fetching your day's calendar events. It intelligently filters for meetings with external attendees, ignoring internal team meetings where extensive research isn't needed.
2. Multi-Source Attendee Research
For each external meeting, an AI agent researches attendees by pulling data from multiple sources: your CRM (Attio) for relationship history and deal context, Gmail for past email interactions, calendar for previous meeting notes, and external sources like Perplexity for company news and background.
3. Intelligent Brief Generation
The system synthesizes all gathered information into structured meeting briefs. These include attendee background, relationship context, key talking points identified from past communications, strategic objectives, and any recent company developments that might be relevant to the conversation.
4. Formatted Delivery to Slack
Finally, the workflow formats these briefs using Slack's Block Kit and delivers them as organized messages to your designated Slack channel. The formatting ensures easy readability with clear sections, bullet points, and actionable insights highlighted.
Pro tip: Configure the AI prompts to focus on your specific business context. Instead of generic research, train it to extract deal stage from CRM, identify negotiation points from email history, and highlight competitive intelligence relevant to your industry.
Who This Is For
This automation delivers the most value for professionals who regularly engage with external contacts and need to be thoroughly prepared for every interaction. Ideal users include:
- Sales Teams: Account executives and sales development representatives who need to understand prospects' backgrounds, company context, and past interactions before discovery calls or demos.
- Account Managers: Customer success professionals who manage multiple client relationships and need quick refreshers before check-in meetings or quarterly business reviews.
- Executives & Founders: Leaders who have numerous external meetings with partners, investors, or potential clients and need concise, relevant context without preparation time.
- Consultants & Agencies: Service providers who meet with various clients daily and need to quickly recall project details, past discussions, and action items.
What You'll Need
- Google Calendar with OAuth2 credentials configured in n8n
- Gmail with OAuth2 access for reviewing past email interactions
- Slack Workspace with bot token permissions and access to your target channel
- Attio CRM (or similar CRM) with API bearer token for accessing contact and deal information
- OpenRouter API Key (or alternative AI model access) for AI-powered research and synthesis
- Perplexity API Key for external company research and news gathering
Quick Setup Guide
- Import the template into your n8n instance using the downloaded JSON file.
- Configure credentials for all required services (Google Calendar, Gmail, Slack, Attio, OpenRouter, Perplexity) in your n8n credentials management.
- Update personal identifiers: Replace placeholder email addresses with your actual calendar email and update the Slack channel ID to your target channel.
- Adjust AI models in the OpenRouter nodes based on your preferences, budget, and specific model availability.
- Test manually with a day that contains external meetings to verify data flow and formatting.
- Activate the schedule trigger to run automatically Monday through Friday at your preferred morning time.
Implementation note: The template uses multiple AI models through OpenRouter for different processing stages—research versus formatting. This allows cost optimization by using appropriate models for each task rather than one expensive model for everything.
Key Benefits
Save 2-5 hours weekly per employee previously spent on manual meeting research and preparation. This time can be redirected toward higher-value activities like strategic planning or client engagement.
Improve meeting outcomes with consistently prepared attendees who have relevant context, identified talking points, and strategic objectives clearly defined before conversations begin.
Enhance CRM data utilization by automatically surfacing relevant relationship history, deal context, and past interactions that might otherwise be overlooked in manual preparation.
Scale preparation consistency across teams, ensuring every team member enters meetings with the same level of preparation regardless of experience level or time constraints.
Reduce preparation stress by eliminating the morning scramble to research attendees, creating a more organized and predictable start to each workday.