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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.

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Setting Up Your Meeting Prep Flow

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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

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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.

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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.

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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

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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.

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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

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Best Practices

10 minutes works well, but adjust based on your schedule density.
Skip internal meetings to avoid notification overload.
Keep briefs short since you might read on your phone between meetings.
Only research public information and keep briefs internal.

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Next Steps

Meeting Assistant

Record and summarize your meetings

Google Calendar

Advanced calendar automation features

Agent Steps

Build intelligent research workflows

Knowledge Base

Store research findings for future meetings
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