---
title: "Meeting Prep Workflow"
description: "Automated meeting preparation with research and briefing documents"
type: "prompt"
category: "atomic"
tags: ["workflow", "automation", "meetings", "research"]
url: "https://theglitch.ai/academy/prompts/meeting-prep"
---

# Meeting Prep Workflow

Automated meeting preparation with research and briefing documents

## The Prompt

```
Trigger: Calendar event (24 hours before)
    ↓
Filter: External meetings only
    ↓
Extract: Attendee information
    ↓
Research: Company and person data
    ↓
Generate: Briefing document
    ↓
Deliver: Email/Slack to host
```


# Meeting Prep Workflow

Automatically generate meeting prep docs before external meetings.

## Workflow Overview

```
Trigger: Calendar event (24 hours before)
    ↓
Filter: External meetings only
    ↓
Extract: Attendee information
    ↓
Research: Company and person data
    ↓
Generate: Briefing document
    ↓
Deliver: Email/Slack to host
```

## Implementation (n8n)

**Nodes:**
1. Schedule Trigger (daily at 8 AM)
2. Google Calendar (fetch tomorrow's events)
3. Filter (external attendees only)
4. Loop (for each meeting)
5. HTTP/API (research attendees)
6. AI Node (generate brief)
7. Email/Slack (deliver)

**AI Briefing Prompt:**
```
Create a meeting prep brief:

Meeting: {{$json.meeting_title}}
Attendees: {{$json.attendees}}
Company: {{$json.company_name}}

Company research:
{{$json.company_data}}

Generate:
## Meeting Brief: {{$json.meeting_title}}

**Company Snapshot**
- What they do (1 sentence)
- Size and industry
- Recent news (if any)

**Attendee Notes**
- Role and likely priorities
- LinkedIn highlights (if available)

**Talking Points**
- 3 relevant questions to ask
- Potential pain points to explore

**Prep Checklist**
- [ ] Review their website
- [ ] Check recent interactions in CRM
- [ ] Prepare [specific materials]
```

## Data Sources

| Information | Source | Cost |
|-------------|--------|------|
| Company overview | Clearbit/Apollo | $0.05-0.10 |
| Recent news | Google News API | Free tier |
| LinkedIn profile | Apollo/manual | $0.02-0.05 |
| Past interactions | CRM API | Free |
| Website summary | Web scrape + AI | ~$0.01 |

## Filtering Logic

**Include:**
- External domain in attendee emails
- Meeting title contains: "call", "sync", "intro", "demo"
- Duration > 15 minutes

**Exclude:**
- Internal-only meetings
- Recurring team meetings
- Calendar holds

## Output Options

1. **Email:** Full brief sent to calendar owner
2. **Slack:** Summary with link to full doc
3. **CRM:** Attach to contact/deal record
4. **Notion:** Create prep page linked to meeting

---

**Related:** [Meeting Summary Prompt](/atomic/prompts/meeting-summary)