> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Calendar Prep
> Show up to every call armed with attendee intel, past context, and a crisp agenda.
## 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](https://chat.lindy.ai/home/?templateId=687565fdc1c16f08152a968a) to get started.
## Setting Up Your Meeting Prep Flow
### Step 1: Configure Pre-Meeting Trigger
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
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 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.
```
2. **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
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
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
| Feature | What it does |
| ---------------------- | ------------------------------------------------------------ |
| CRM Integration | Pull deal stage and account history from HubSpot/Salesforce |
| Company News | Add recent funding or announcements from their company |
| Meeting Type Detection | Different prep for sales vs. partnership vs. interview calls |
| Team Briefings | CC relevant team members on high-stakes meetings |
| Auto-Agenda | Generate and send agenda to attendees 1 hour before |
## 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.
## Next Steps
Record and summarize your meetings
Advanced calendar automation features
Build intelligent research workflows
Store research findings for future meetings