Daily Pipedrive Meeting Brief Sent to Slack Every Morning

Every weekday at 7am in my local time zone, prepare a daily meeting brief for each external meeting on my Google Calendar that day and send the whole set to me as a single Slack direct message before my day starts.

Trigger: a cron schedule, Monday through Friday at 7:00am in my local time zone.

Step 1. Call Google Calendar's List Events on my primary calendar for the next 24 hours (timeMin = now, timeMax = now + 24 hours, singleEvents = true, ordered by start time). Skip cancelled events, all-day events, and events where I am the only attendee.

Step 2. For each remaining event, extract attendee email addresses and filter out internal teammates by domain. I will configure the list of internal domains when I set this up (for example my company domain and any subsidiary domains). An event with zero external attendees should be dropped. Treat the remaining events as external meetings.

Step 3. For each external attendee on each external meeting, call Pipedrive's Search Persons with the attendee email to find a CRM match. If there is no match, skip that attendee but keep the meeting in the brief.

Step 4. For every matched person, pull supporting context from Pipedrive: call List Deals filtered by that person and status = open to get their open deals (capture stage, value, currency, pipeline, expected close date, and owner). Call List Activities filtered by that person, sorted by most recent, and keep the last few touchpoints. Call List Notes filtered by that person and keep the last few entries.

Step 5. Generate a one-paragraph meeting brief per event. Each brief should cover: who from the other side is attending and which Pipedrive person they map to, the open deal stage and value, the most recent touchpoint and when it happened, any open objections or concerns inferred from the recent notes, and two or three suggested talking points for the meeting. Keep each brief tight, a single paragraph plus a short talking-points list is ideal.

Step 6. Combine all briefs into one Slack message with a short header (date and meeting count) and one section per meeting in chronological order. Each section should include the meeting time, title, the external attendees, and the brief itself. Use Slack's Send a Message operation to deliver it as a direct message to me (the meeting owner / connected user). If there are no external meetings that day, send a brief one-liner saying the day is internal-only so I still know the workflow ran.

Inputs to expose when I configure this: my list of internal email domains, the send time and time zone, and the Slack destination (default = DM to me). Use my connected Google Calendar, Pipedrive, and Slack accounts.

Additional information

What does this prompt do?

Scans your Google Calendar each weekday morning for the day's meetings with people outside your company
Looks up every external attendee in Pipedrive and pulls their open deals, recent activities, and latest notes
Writes a short brief per meeting covering deal stage and value, last touchpoint, likely objections, and two or three talking points
Sends the full set of briefs to you as one Slack direct message before your day starts

What do I need to use this?

A Google Calendar account with the day's meetings on it
A Pipedrive login with access to the deals, persons, activities, and notes you want referenced
A Slack account where the morning brief will land as a direct message
The internal email domains you want treated as teammates so they're filtered out

How can I customize it?

Change the delivery time or send it on different days of the week
Adjust how briefs are written, such as longer summaries, a different tone, or extra fields like deal owner or close date
Swap the destination from a Slack DM to a shared channel or to email

Frequently asked questions

What counts as an external meeting?

Any meeting on your calendar that has at least one attendee whose email domain is not on your internal list. You tell the workflow which domains to treat as teammates when you set it up.

What if an attendee isn't in Pipedrive?

They're skipped for the CRM lookup. The brief still includes the meeting itself, just without deal context for that person.

Will this work if I have back-to-back meetings before 7am?

Yes. The brief covers the whole day's meetings in one message, so you only get pinged once in the morning rather than per meeting.

Can I send the brief to my team instead of just myself?

Yes. You can change the destination to a shared Slack channel or a different person. Briefs are sensitive deal data, so most reps keep it as a private DM.

Does it pull notes from closed deals too?

By default it focuses on open deals so the brief stays actionable. You can ask it to include recent closed-won or closed-lost context if you want history on the relationship.