Quick Overview

Connect your agent to your calendar and let it:
  • Trigger 10 minutes before each meeting
  • Detect if it’s an external meeting worth researching
  • Research attendees across LinkedIn and the web
  • Review past email conversations and context
  • Deliver a quick brief right before you jump on the call
You can use the meeting prep template to get started.

Setting Up Your Meeting Prep Flow

Step 1: Configure Pre-Meeting Trigger

Calendar event trigger with offset
  1. Select Google Calendar – Calendar Event Started trigger
  2. Set offset to -10 minutes (triggers 10 min before meeting)
  3. Connect your calendar account

Step 2: Check If External Meeting

External meeting condition
Add a Condition to identify external meetings:
Go down this path if any attendee email domain is different from your company domain
This skips events like internal standups and focuses on important external calls.

Step 3: Research the Attendee

Research attendee using multiple sources
Research your attendee using two complementary approaches:
  1. Perplexity Search for comprehensive context:
Tell me about [attendee name] at [attendee company]. Include their current role, background, recent professional updates, and any recent company news.
  1. Search the Internet for LinkedIn profile:
site:linkedin.com/in [attendee name] [attendee company]
This combination gives you both detailed context and their professional profile link.

Step 4: Check Email History

Email history search
Use Gmail – Search Emails: Query: from:[attendee email] using a prompt Limit to most recent 10 emails to get:
  • Last interaction date
  • Recent topics discussed
  • Any open questions or commitments

Step 5: Send Meeting Brief via Lindy Mail

Meeting brief delivery via email
Use Lindy Mail – Send Email to deliver your brief:
Subject: Quick prep for meeting with [attendee name] in 10 min

[Attendee Name] - [Title] at [Company]

BACKGROUND:
[2-3 key points from research]

LAST INTERACTION: 
[Date and main topic from email history]

TALKING POINTS:
• [Relevant topic based on their background]
• [Follow-up from previous emails]
• [Current company initiative they might care about]

LinkedIn: [profile URL]
Alternative: Use Slack – Send DM if you prefer instant notifications on your phone.

Advanced Customizations

FeatureWhat it does
CRM IntegrationPull deal stage and account history from HubSpot/Salesforce
Company NewsAdd recent funding or announcements from their company
Meeting Type DetectionDifferent prep for sales vs. partnership vs. interview calls
Team BriefingsCC relevant team members on high-stakes meetings
Auto-AgendaGenerate and send agenda to attendees 1 hour before

Best Practices

Next Steps