Daily PitchBook meeting prep briefs in Google Docs and Slack

Every weekday at 7am in my local time, prep me for the day's external meetings. For each meeting, write a one-page PitchBook briefing into its own Google Doc and post one Slack message that lists today's meetings with a link to each doc.

Trigger: cron, Monday through Friday at 7:00 local time.

Step 1. Identify my own email domain from the connected Google Calendar account. Treat the part after the @ as my internal domain. Anyone whose email is not on that domain is external.

Step 2. Call Google Calendar List Events on the primary calendar with timeMin = today 00:00 local time, timeMax = today 23:59 local time, singleEvents = true, orderBy = startTime, and maxResults = 50. Filter out events that match any of these: status is cancelled, no attendees, every attendee shares my internal domain, or the event is a recurring 1:1 (recurringEventId is present and the only non-me attendee is a single external person who I meet with every week on the same cadence). Keep everything else.

Step 3. For each surviving event, group the external attendees by the domain after their @. For each unique external company domain on the event:

a. Call PitchBook General Search with the domain (and a company name if I can derive one). Pick the top result that matches the domain and grab its pbId.

b. Call PitchBook Get Company Details with that pbId to pull stage, last financing round, lead investors on that round, total raised to date, headcount and headcount trend, sector, HQ, and a short company description.

c. For each external attendee from that company, if their title or company suggests they're an investor (Partner, Principal, GP, Associate at a fund) or a senior executive (Founder, CEO, CTO, CFO, COO, VP, Head of), call PitchBook Search People with their name scoped to that company and pull role, fund or firm affiliations, board seats, and any notable recent deals.

Step 4. Generate the one-page briefing for each meeting. It should cover: meeting time and title; company snapshot (stage, last round with lead investors and amount, total raised, headcount trend, sector context, HQ); who I'm meeting (name, title, fund or company, notable recent activity); and three pointed questions tuned to where the company is in its lifecycle.

Step 5. For each meeting, call Google Docs Create Document with a title like "Prep — {meeting title} — {YYYY-MM-DD}", then call Batch Update Document to insert the formatted briefing (headings, bullets, links to PitchBook profiles). Capture the resulting Google Docs URL.

Step 6. After all briefs are written, call Slack Bot Send a Message to post one message to my DM listing today's external meetings in time order. Each line should show: start time, meeting title, the external company, and a link to the prep doc. If there are zero external meetings after filtering, send a one-line message saying "No external meetings to prep today." instead.

Guardrails: skip internal-only meetings, recurring 1:1s, and events with no external attendees. Never write a doc twice for the same calendar event ID. If PitchBook returns no match for a domain, still produce the brief but note the company was not found in PitchBook and list whatever the attendee's email signature or calendar invite already tells me.

Additional information

What does this prompt do?

Reads today's Google Calendar each morning and finds the external meetings worth prepping for.
Pulls company stage, last round, lead investors, total raised, sector, and headcount from PitchBook.
Looks up the investor or executive you're meeting so you know who is sitting across the table.
Writes a one-page Google Doc per meeting, plus three pointed questions to ask, and posts a single Slack message linking every brief.

What do I need to use this?

A Google Calendar account so we can read today's meetings.
A PitchBook API subscription so we can look up companies, funding rounds, and people.
A Google account that can create Google Docs.
A Slack workspace where we can post your morning briefing.

How can I customize it?

Change the time. Move the run from 7am to whenever you actually walk into your first meeting of the day.
Change the destination. Send the Slack summary to a private channel or a teammate's DM instead of your own.
Tighten the filters. Skip events shorter than 15 minutes, ignore specific recurring blocks, or only brief meetings where the company has raised institutional capital.

Frequently asked questions

What counts as an external meeting?

We treat anyone whose email address doesn't match your company domain as external. Meetings with only internal teammates, recurring 1:1s with a single coworker, and events with no attendees get skipped automatically.

Do I need a paid PitchBook plan?

Yes. PitchBook API access is a separate contract from a normal PitchBook seat. You'll need API credentials from your PitchBook account manager before this workflow can pull company and people data.

Where do the briefings actually show up?

Each meeting gets its own Google Doc you can open and skim before walking in. A single Slack message lists every brief for the day with a link to each doc.

What happens on a day with no external meetings?

The workflow still runs, but instead of writing docs it posts a one-line Slack message letting you know there's nothing external to prep for today.

Is this only useful for VCs?

No. The same brief works for BD, partnerships, and sales leaders prepping for fundraise pitches, partnership calls, or customer meetings. PitchBook context on stage, last round, and headcount travels well across all of them.