Daily Slack briefing on the public companies you're meeting

Every weekday at 6:30am ET, get a one-page financial brief in Slack on each public company you have a meeting with, so you walk in prepared.

Agentic Task
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Every weekday at 6:30am ET, build me a pre-meeting financial briefing on the public companies I am meeting with today, and DM it to me in Slack so I have it before I start my day.

Trigger: cron, Monday through Friday at 6:30am America/New_York.

Step 1. Pull today's calendar. Use Google Calendar List Events on my primary calendar, time-bounded to today in my local time zone, with singleEvents=true so recurring meetings expand into individual instances. Skip events I have declined, events with no other attendees, all-day events, focusTime, outOfOffice, and workingLocation blocks.

Step 2. Identify external counterparties. For each remaining event, look at the attendees and keep only the ones whose email domain is different from my own and is not a generic personal domain like gmail.com, outlook.com, yahoo.com, icloud.com, hotmail.com, proton.me. From the surviving external attendees plus the event title and description, infer the most likely counterparty company. If a meeting has attendees from more than one external company, treat each external company as its own candidate so the same meeting can produce more than one brief.

Step 3. Resolve to a public ticker. For each candidate company, call Financial Research Get Company Profile to confirm it is publicly traded and to get the ticker, market cap, sector, industry, and short description. Skip private companies, subsidiaries that do not have their own listed ticker, and any candidate where the match is ambiguous. Use your judgment, do not guess a ticker that could be wrong.

Step 4. Gather the data per confirmed public company. For each one, in parallel where you can:

- Financial Research Get Income Statement for the latest quarter, plus enough history to compute prior-quarter and year-over-year change in revenue, net income, and EPS.

- Financial Research Get SEC Filings filtered to the last 90 days, types 8-K, 10-Q, and 10-K.

- Financial Research Get Insider Trading for the last 90 days, so you can read net buy vs sell activity and notice clustered buying or selling.

Step 5. Write the brief, one per confirmed public company, in an analyst-style Slack-friendly format using Slack mrkdwn (single asterisks for bold, not double). Each brief should include, in order: meeting time and event title as the header, ticker with market cap and sector, a two-line plain-English description of the business, a latest-quarter scorecard for revenue, net income, and EPS with prior-quarter and year-over-year deltas and up or down arrows, three to five bullets summarizing the subjects of recent 8-K filings and notable callouts from the most recent 10-Q, a one-line read on insider sentiment that names net buys vs sells and flags any cluster activity, and two suggested talking points or smart questions I could raise that are grounded in what the numbers actually show. Keep each brief tight enough to read on a phone, no walls of text.

Step 6. Deliver in Slack. Use Slack Open a Conversation to open a DM with me, then Slack Send a Message to post one message per brief into that DM, ordered by meeting start time. Lead with a one-line header that lists how many briefs are coming and the date in my time zone.

Step 7. Quiet days. If after step 3 there are zero confirmed public-company meetings, do not stay silent. Send a single short Slack DM saying something like "No public-company meetings on your calendar today" with the date, so I know the agent ran.

Guardrails. Do not invent tickers, financial numbers, filing subjects, or insider activity. If a data lookup fails or returns nothing, say so in the brief in one line rather than fabricating. Do not include teammates or internal-only meetings in the output. Keep the tone neutral and analyst-like, no hype.

Additional information

What does this prompt do?
  • Scans your Google Calendar every weekday morning for today's external meetings.
  • Figures out which of those meetings are with publicly traded companies and skips the rest.
  • Pulls the latest quarterly numbers, recent SEC filings, and insider trading activity for each public counterparty.
  • DMs you a one-page analyst-style brief per meeting in Slack, ordered by meeting time, with suggested talking points so you can scan it on your commute.
What do I need to use this?
  • A Google account whose calendar holds your work meetings, with read access granted to General Input.
  • A Slack workspace where Geni can open a direct message to you.
  • Nothing extra for the financials. Company data, SEC filings, and insider activity are included in General Input.
How can I customize it?
  • Change the delivery time, the days it runs, or your home time zone.
  • Send the briefs to a Slack channel or a teammate's DM instead of just yourself.
  • Add or drop sections in the brief, for example include cash flow, drop insider trading, or tighten the talking points to a single line.
  • Tighten the rules for which attendees count as external, by domain, by group, or by event type.

Frequently asked questions

What if a meeting on my calendar is with a private company?
It is skipped silently. The brief only covers attendees whose company is publicly traded and has a ticker, since that is where there are real financials and filings to summarize.
Will I still get a Slack message on days when I have no public-company meetings?
Yes. On quiet days the agent sends one short note that says so, so you always know it ran and there is nothing to prep for.
How does it decide which attendees are external?
It looks at the email domain of each attendee against your own domain and ignores internal teammates, declined invites, and personal addresses. You can tighten the rule later if you want.
Can I change when it runs or where it sends the brief?
Yes. Both the schedule and the Slack destination are easy to change after the workflow is built. You can move it to 7am, run it on weekends, or post to a deal-team channel.
Where do the financials and filings come from?
From General Input's built-in financial research data, which covers company profiles, income statements, SEC filings, and insider trading for US-listed public companies.

Walk into every meeting briefed.

Connect Google Calendar and Slack once, and Geni handles the research before your day starts.