Datagma prep briefs for today's Calendly meetings in Slack

Every weekday at 7am ET, get one Slack DM with a prep brief for every Calendly meeting today, enriched with fresh Datagma signal on each external attendee.

Agentic Task
CalendlyDatagmaSlackSalesPersonal ProductivityMeeting WorkflowsDaily DigestsLead Enrichment

Every weekday at 7am ET, build me a personalized prep brief for today's meetings by combining Calendly, Datagma, and Slack.

Trigger: cron, weekdays at 7am America/New_York. I want one consolidated morning digest, not a ping per booking, so the schedule also batches Datagma credit usage.

Step 1. Pull today's meetings from Calendly. Use List Scheduled Events to fetch every event on my calendar between now and end-of-day in my local timezone. For each event, call List Event Invitees and then Get Event Invitee so you have each invitee's email, name, any answers they submitted to the booking questions (often a LinkedIn URL), and the event start time.

Step 2. Filter attendees. Skip anyone whose email matches my internal domains (treat my own domain as internal by default; let me list extras like contractor or sister-company domains). I do not want to spend Datagma credits enriching colleagues.

Step 3. Enrich each remaining external attendee with Datagma. Use the Enrich Person or Company action, passing the LinkedIn URL when the invitee provided one in their booking answers, otherwise their email, in the data parameter. Set personFull and companyFull to true so I get current title, tenure, company size, industry, funding, tech stack, and recent job change signals. Per Datagma's docs, treat code 5 as not found and skip charging language. If enrichment returns code 5 or no match, write "no enrichment found" for that attendee rather than fabricating details.

Step 4. Synthesize a one-screen briefing per meeting. For each meeting, in chronological order: list the meeting time and title, rank attendees by seniority, call out anything unusual (recent job change, fast-growing company, mismatch between stated title and apparent seniority, fresh funding round, notable tech stack), and suggest two or three opener angles based on the enriched context. Keep each meeting's section tight enough to read on a phone.

Step 5. Post the consolidated briefing as a single Slack DM to me using Slack's Send a Message action, with one section per meeting in chronological order. If I have no meetings today, send a short DM saying my calendar is clear instead of a long empty digest. Use Slack mrkdwn formatting (single asterisks for bold) so the message renders cleanly.

Keep the brief outcome-focused: I want to walk into every call already knowing who the highest-leverage person in the room is and what to open with.

Additional information

What does this prompt do?
  • Pulls every Calendly meeting on your calendar for the day so nothing slips through.
  • Enriches each external attendee with their current title, company size, industry, funding, tech stack, and recent job change signals.
  • Ranks attendees by seniority, flags anything unusual, and drafts two or three tailored opener angles per meeting.
  • Sends one consolidated Slack DM in chronological order, with a clean section per meeting.
What do I need to use this?
  • A Calendly account with meetings scheduled on your calendar.
  • A Datagma account for enriching external attendees with B2B data.
  • A Slack workspace where you can receive direct messages.
How can I customize it?
  • Change the send time or schedule (default is 7am ET on weekdays).
  • Adjust which internal email domains get skipped so colleagues never use enrichment credits.
  • Decide what each brief should highlight, like funding news, hiring trends, or recent job changes.

Frequently asked questions

Will it enrich my own teammates and waste credits?
No. The agent skips anyone on your internal email domains by default, so credits only go toward external attendees you actually want to research.
What happens on a day with no meetings?
You get a short Slack DM letting you know your calendar is clear. The workflow does not send a noisy empty digest.
What if Datagma cannot find someone?
That attendee's section simply notes that no enrichment was found. The agent never fabricates details about people it could not look up.
Can I get the brief in a Slack channel instead of a DM?
Yes. Swap the destination to any channel you have access to and the same consolidated message will post there instead.
Can I change the 7am send time or run it on weekends?
Yes. The schedule is a simple knob, so you can move it earlier, later, or include weekends if your meetings run then.

Stop walking into meetings cold.

Connect Calendly, Datagma, and Slack once, and Geni delivers your prep brief at 7am every weekday.