Daily external sales meeting prep with Prospeo briefings
Every weekday at 6am, get a Gmail draft with a one-page briefing for each external sales meeting, with attendee titles, company signals, and three sharp questions to ask.
Build me an agent workflow that runs every weekday at 6am on a cron trigger and preps me for the day's external sales meetings.
Step 1. Pull the day's calendar. Use Google Calendar List Events to fetch the next 24 hours of events on my primary calendar. Drop anything marked as personal, anything with no other attendees, and anything where every attendee shares my own email domain. The remaining list is my external meetings.
Step 2. Identify external attendees. For each surviving event, look at the attendee list and split by email domain. Treat anyone whose domain matches mine as internal and ignore them. Everyone else is an external attendee I need to research.
Step 3. Enrich each external attendee. For every external email, call Prospeo Enrich Person and capture their current title, seniority, tenure at the company, prior roles, and verified mobile. If Prospeo returns NO_MATCH, do not fabricate anything. Fall back to listing what the calendar invite already shows: name, email, and any context from the event description.
Step 4. Enrich each company. For every unique external email domain in the day's meetings, call Prospeo Enrich Company and capture funding history, headcount, industry, and the tech stack they run. If Prospeo returns NO_MATCH for a company, note it and move on.
Step 5. Synthesize one briefing per meeting. For each external meeting, write a one-page section covering: the meeting time and title, who the attendees are with their title, seniority, and tenure, what the company does in a sentence, recent signals worth referencing (a funding round, a tool they just adopted, a hiring spike), and three suggested questions to ask. The questions must be tied to the firmographic findings, not generic discovery prompts. Example of good: 'You're hiring six AEs this quarter while still on a self-serve motion. How are you thinking about ramp and territory design?' Example of bad: 'What are your biggest challenges right now?'
Step 6. Deliver as a single Gmail draft. Use Gmail Create a Draft to compose one email addressed to me, with a subject like 'Today's external meetings: <count> briefings' and one clearly labelled section per meeting in chronological order. Do not send it. Just leave it as a draft in my Gmail so I can open it with my coffee.
Edge cases to respect. If there are zero external meetings, still create a short draft that says so, so I know the workflow ran. If the same person appears in multiple meetings, enrich once and reuse the result. If Prospeo is out of credits, fail loudly in the draft rather than silently skipping enrichment.
Additional information
What does this prompt do?
- Reads your Google Calendar for the next 24 hours and keeps only the meetings with people outside your company.
- Pulls a fresh profile on every external attendee, including their current title, seniority, tenure, prior roles, and verified mobile number.
- Adds company context for each meeting, including funding, headcount, and the tech they run on.
- Writes a one-page briefing per meeting with who's in the room, what the company does, recent signals worth referencing, and three pointed questions tied to those signals.
- Drops the whole packet into a single Gmail draft addressed to you, ready to skim with your coffee.
What do I need to use this?
- A Google account with access to the calendar that holds your sales meetings.
- A Gmail account, the same one that gets the morning draft.
- A Prospeo account with credits for person and company enrichment.
- A workspace or company email domain so the agent knows which attendees are internal and which are external.
How can I customize it?
- Change the run time. 6am is the default, but plenty of teams prefer 7am or the night before.
- Adjust the look-ahead window. Pull the next day, the next two days, or only meetings before lunch.
- Tighten or relax the internal filter. Add partner domains you treat as internal, or have it include every meeting regardless.
- Tune the briefing format. Ask for shorter summaries, more questions, or a specific section like recent funding only.
Frequently asked questions
What counts as an external meeting?
What happens if Prospeo can't find someone?
Do I need a CRM for this to work?
Will the questions actually be useful, or just generic?
Can I send this to my whole sales team?
Walk into every sales meeting knowing exactly who you're talking to.
Connect Google Calendar, Gmail, and Prospeo once, and Geni drafts your meeting briefings at 6am every weekday.