Daily Octen Meeting Prep Brief in Slack | Morning Sales Research

Every weekday at 7am in my local timezone, build me a morning meeting prep brief and send it to me as a Slack direct message before my first meeting starts.

Trigger: cron, Monday through Friday at 7:00am in my timezone.

Step 1. Pull today's events from my primary Google Calendar using the List Events action, with the time range bracketed by start-of-day and end-of-day in my timezone. Expand recurring events into single instances.

Step 2. Filter the events down to meetings that actually need prep. Skip an event if any of the following are true: every attendee email is on my own company domain (internal-only meeting); the event is flagged as out-of-office, focus time, or working location; the event has no external attendees at all; or the event is an all-day block with no invitees. Treat the email domain of the first external attendee as the prospect company for that meeting.

Step 3. For each remaining meeting, use Octen AI to gather three things: (a) a one-paragraph company snapshot for the prospect company, using Deep Research when a richer profile is warranted and Search when a quick lookup is enough; (b) the latest 2 to 3 news items about that company from the past 30 days, using Octen Search with a recency / time filter so results are fresh; (c) any public background you can find on the named external attendees by searching their name plus company. Capture the source URLs so the final brief can link to them.

Step 4. Consolidate everything into a single Slack direct message addressed to me, using the Slack Send a Message action against my own user (open a DM conversation with myself first if needed). Format the message with one section per upcoming meeting, in chronological order, each containing: the meeting title and start time in my local timezone; the attendees with name and company; the one-paragraph company summary; 2 to 3 news bullets, each with the source link; and 2 to 3 suggested talking points or opener angles I can use. Use Slack mrkdwn formatting (bold section headers, link syntax like <url|text>).

Edge case: if I have no qualifying external meetings today, send a single short DM telling me the morning is clear so I always know the workflow ran.

My company domain (for the internal-only filter) should be inferred from my logged-in email; if you cannot infer it, ask me once at setup and remember it.

Additional information

What does this prompt do?

Reads today's events from your Google Calendar every weekday morning and picks out the meetings that actually need prep.
Researches each prospect company with Octen AI: a tight company snapshot, fresh news from the last 30 days, and public context on the people you are meeting.
Skips internal-only meetings, out-of-office blocks, and focus time so the brief stays focused on conversations that matter.
Drops one clean Slack direct message in your DMs before your first meeting starts, organized one section per meeting with a company summary, news bullets, and talking points.

What do I need to use this?

A Google account with access to the calendar you want briefed (your primary calendar by default).
An Octen AI account with an API key for the company and news research.
A Slack workspace where you can receive a direct message to yourself.
The email domain your company uses, so the workflow knows which meetings are internal and can skip them.

How can I customize it?

Change the delivery time or timezone so the brief lands right before you start your day, not generically at 7am.
Adjust the news window. The default looks back 30 days, but you can tighten it to 7 days for fast-moving industries or stretch it to 90 days for slower ones.
Refine what counts as internal. Add subsidiary or contractor domains so meetings with partners get the same research treatment as cold prospects.
Swap the destination from a self DM to a private Slack channel, or copy the brief into Notion or Google Docs if you prefer to read it there.

Frequently asked questions

What counts as an external meeting?

Any calendar event where at least one attendee has an email address outside your company domain. If every attendee is on your domain, the workflow treats it as internal and skips it.

What does the research actually include for each meeting?

A one-paragraph company snapshot, two or three of the most recent news items from the last 30 days with links, public background on the named external attendees, and two or three suggested talking points you can open with.

What happens on days when I have no external meetings?

You still get a short Slack DM telling you the morning is clear, so you always know the workflow ran. Nothing breaks and nothing gets skipped silently.

Can I send the brief to a Slack channel instead of a DM to myself?

Yes. Tell Geni which channel to post in when you set it up, and it will post there instead of as a direct message. Many sales teams point this at a private channel only they can see.

Will it skip focus time, out-of-office events, and recurring blocks?

Yes. Out-of-office events, focus time blocks, and meetings with no external attendees are filtered out before any research runs, so you never get a brief about your own calendar holds.