Daily sales meeting prep briefs from Salesforce, delivered in Slack

Build me an agent that runs every weekday at 7am ET and delivers a one-page meeting prep brief to each sales rep for every meeting they have today that's tied to an open Salesforce opportunity.

Trigger: cron, every weekday (Mon-Fri) at 7:00 America/New_York.

Step 1. Use the Salesforce SOQL Query operation to find every Event with ActivityDate = TODAY whose WhatId is an Opportunity that is not in a Closed stage (IsClosed = false). Pull each event's start time, subject, owner, and the related Opportunity (Id, Name, StageName, Amount, CloseDate, LastActivityDate, AccountId, OwnerId). For each event also pull the primary related Contact (Name, Title, Email) via WhoId where the Who is a Contact, and the related Account (Name, Website, Industry). Also fetch open Tasks on the Opportunity (Status != 'Completed') so the brief can mention what's outstanding. Group the results by meeting owner so we generate one digest per rep.

Step 2. For each meeting, use the Internet Search service (Search the Web operation) to look up fresh signals about the prospect's company from the last 30 days. Run a couple of focused queries per account, for example "<Account Name> funding", "<Account Name> news", "<Account Name> leadership", "<Account Name> layoffs", "<Account Name> product launch". Keep only results dated within the last 30 days and dedupe near-identical headlines.

Step 3. Synthesize a one-page prep brief per meeting with these sections: (a) Meeting header (time, attendee name + title, account name), (b) Deal context from Salesforce (stage, amount, close date, last activity date, summary of open tasks), (c) Recent company signals (3-5 short bullets with source links from the web search), (d) Three suggested talking points that connect the deal context to the recent signals. Keep the tone direct and skimmable. No fluff.

Step 4. For each rep with at least one qualifying meeting, use Slack Send a Message to DM them a single message that contains all of their meeting briefs for the day, in chronological order. Include a short header like "You have 3 meetings today tied to open opportunities" and use Slack mrkdwn formatting (bold headers, bullet points, links) so it's easy to read on mobile.

Step 5. For every meeting in the digest, use the Salesforce Add Note to Opportunity operation to attach a short note on the related opportunity. The note title should be something like "Meeting prep — <date>" and the body should be a condensed version of the brief (deal context + top news bullets + talking points) so the prep is logged on the deal record.

Skip reps with no qualifying meetings. Skip events without a linked Opportunity, or where the Opportunity is already closed. If a contact or account is missing on the event, still produce the brief but mark the missing pieces clearly. If web search returns nothing recent, say "No notable news in the last 30 days" rather than padding the section.

Additional information

What does this prompt do?

Pulls every Salesforce event scheduled today that's linked to an open opportunity, along with the related contact and account.
Researches each prospect's company for fresh signals like funding, leadership changes, product launches, layoffs, and recent news.
Writes a one-page prep brief covering deal stage, amount, last activity, open tasks, news highlights, and three suggested talking points.
Sends the brief to the meeting owner as a Slack DM and logs a short note on the opportunity so the prep is captured in Salesforce.

What do I need to use this?

A Salesforce login with access to opportunities, contacts, accounts, events, and tasks.
A Slack workspace where the agent can send direct messages to your sales reps.
Sales reps' calendars maintained in Salesforce (events linked to the right opportunities).

How can I customize it?

Change the delivery time. 7am ET works for most US teams, but you can shift it earlier, later, or to a different timezone.
Adjust which meetings count. Filter to certain opportunity stages, deal sizes, or owners if you only want briefs on top deals.
Tune the brief itself. Swap the news lookback window, change the number of talking points, or add fields like competitors and primary use case.
Pick your delivery surface. Keep it as a Slack DM, post to a private channel, or also drop the brief into the Salesforce note for everyone to see.

Frequently asked questions

What if a rep has no qualifying meetings today?

The agent skips them. Reps only get a Slack DM on days they have at least one meeting tied to an open opportunity, so the channel stays signal-rich.

Does this work if my team uses a different calendar tool?

This version reads meetings from Salesforce events. If your reps log meetings on their calendar but not in Salesforce, you'll want to keep calendar sync turned on or adapt the workflow to read directly from your calendar.

Where does the company news come from?

The agent runs a fresh web search for each prospect's company and pulls signals from the last 30 days, like funding rounds, leadership changes, product launches, layoffs, and press coverage.

Will the prep brief be visible to the rest of my team?

By default, the brief goes to the meeting owner as a Slack DM, and a short summary is logged as a note on the Salesforce opportunity so anyone with access to the deal can see the context.

Can I run this for just one team or one rep first?

Yes. You can scope the workflow to a specific Salesforce queue, role hierarchy, or list of owner IDs while you pilot it, then expand to the full org once you're happy with the output.