Daily ZoomInfo pre-meeting briefing in Slack at 7am

Every weekday at 7am, get one Slack DM with a pre-meeting brief for each external meeting on your calendar today, grounded in fresh ZoomInfo intel.

Agentic Task
Google CalendarZoomInfoSlackSalesPersonal ProductivityMeeting WorkflowsDaily DigestsLead Enrichment

Every weekday at 7am in my local timezone, build me a single pre-meeting briefing for today's external meetings and send it as one Slack DM to me before my first call.

Step 1 — Pull today's events. Use Google Calendar's List Events on my primary calendar for the window from now until end of day local time. Include attendee details.

Step 2 — Decide which meetings to brief. For each event, look at the attendee list and parse each email's domain. Treat my own domain (the domain of my Google account) as internal. Skip the meeting entirely if every attendee is internal, if it's a calendar hold with no real guests, or if the only external addresses are noreply or automated senders. For the remaining meetings, collect the unique external attendees (skip duplicates, skip my internal teammates, skip vendors like calendar@, noreply@, etc.).

Step 3 — Enrich the people. Call ZoomInfo's Enrich Contacts with the external attendee emails in batches (the operation supports up to 25 per call). Capture each person's title, seniority, and department. If ZoomInfo has no match for someone, keep them in the briefing but mark them as unenriched so I know to look them up myself.

Step 4 — Enrich the companies. Collect the unique email domains across all external attendees and call ZoomInfo's Enrich Companies on those domains. Capture industry, employee count, annual revenue, and HQ location.

Step 5 — Pull fresh signals. For each enriched company, call ZoomInfo's Get Company Insights and surface anything material from the last 90 days: funding rounds, leadership changes, hiring spikes, or strong buyer intent topics. Drop signals older than 90 days and drop low-confidence noise.

Step 6 — Compose the briefing. For each meeting (in chronological order), write a short block with: meeting time and title, the external company (one-line snapshot of industry, size, revenue), each external attendee with their role and seniority, and two to three talking points grounded in the freshest insight you found. Talking points should be specific ("They closed a $40M Series B last month — ask how that's shifting hiring priorities"), not generic. If there were no usable signals for a company, give one solid talking point grounded in their industry and size instead of filler.

Step 7 — Deliver. Send the full briefing as a single Slack DM to me using Slack's Send a Message (open the DM channel with Open a Conversation first if needed). Use clear section headers per meeting and keep the whole thing skim-friendly so I can read it on the way to standup. If there are no external meetings today, send a one-line Slack DM saying so instead of a full briefing.

Keep the tone tight and useful. No filler, no marketing speak, no em dashes. If a step fails for one meeting (for example ZoomInfo has no match for a domain), still deliver briefs for the others rather than failing the whole run.

Additional information

What does this prompt do?
  • Reads today's calendar at 7am and picks out the meetings that have outside attendees, skipping internal teammates, vendor noreply addresses, and held time blocks.
  • For each outside attendee, pulls their role, seniority, and team, plus a snapshot of the company they work at (industry, headcount, revenue).
  • Surfaces the freshest reasons to care: recent funding, leadership changes, hiring spikes, or buying signals from the last 90 days.
  • Wraps everything into one tidy morning Slack DM with two or three talking points per meeting, so you can scan it on the way to your first call.
What do I need to use this?
  • A Google account with the calendar you want to brief on
  • A ZoomInfo login with API access so we can pull contact and company intel
  • A Slack account so we can DM you the morning briefing
How can I customize it?
  • Shift the delivery time if 7am is too early or too late for your standup
  • Change how you define 'external' (for example, treat partner domains as internal)
  • Choose how much detail goes into each brief, from one-line talking points to a fuller dossier per attendee

Frequently asked questions

Will this brief meetings that are just internal teammates?
No. The agent filters out attendees from your own company's email domain, calendar holds with no real guests, and noreply addresses, so you only get briefs for meetings that actually need prep.
What if an external attendee isn't in ZoomInfo?
The agent still includes the meeting and notes that no enrichment was available, so you know to do quick research yourself instead of getting a blank entry.
Does it work if I'm in back-to-back meetings all day?
Yes. The whole day's briefing lands as a single Slack DM before standup, so you can scan it once in the morning instead of opening a new doc per meeting.
Can I get this for someone else on the team?
You can run a copy of this prompt under their account so the briefing reads their calendar and DMs them in Slack. Each person needs their own Google, ZoomInfo, and Slack connection.
How fresh is the company intelligence?
The agent looks for funding rounds, leadership changes, hiring spikes, and buying signals from the last 90 days, so what you see in the brief reflects what's actually going on at the account this quarter.

Walk into every meeting knowing who's across the table.

Connect Google Calendar, ZoomInfo, and Slack once, and Geni delivers a grounded pre-meeting briefing to your DMs every weekday morning.