Meeting prep brief from Mem notes in Slack

Whenever a new meeting lands on your calendar, get a personal prep brief drawn from your Mem notes, saved back to Mem and delivered as a Slack DM.

Agentic Task
Google CalendarMemSlackPersonal ProductivitySalesMeeting WorkflowsNotifications & AlertsResearch & Monitoring

Build me an agent workflow that prepares me for every meeting using my Mem knowledge base as a personal memory store.

Trigger: poll Google Calendar for new_event so the workflow fires whenever a new meeting lands on my calendar. Only run for events more than 30 minutes in the future (so the brief is actually useful at meeting time), and skip personal holds that have no external attendees beyond me.

When the trigger fires, the agent should:

1. Use Get Event (google-calendar) to load the full event: title, description, start time, attendees, and any conference link. Extract the external attendees, their email domains, and the likely company (from the dominant non-personal email domain or the event title).

2. Use Search Notes (mem) to find past notes that mention each external attendee by name or email, and a second search for the company. For the top one or two hits, optionally call Find Related Notes (mem) to widen the context with anything semantically related (other deals, shared projects, intros).

3. Synthesize a short prep brief in markdown. It should cover: who is on the call and their role if known, the company in one line, our relationship history (when and how we last interacted), open threads or unresolved questions, any commitments I made previously, and 2 or 3 suggested talking points or questions to ask. Keep it scannable: bullets, not paragraphs. If there is no prior context in Mem, say so honestly rather than inventing one.

4. Use Create Note (mem) to save the brief as a new note, linking it to a collection titled "Meeting Briefs" (create the collection if it does not exist, or use Add Note to Collection if the collection already exists). The first line of the note should be the meeting title and date so it is easy to find later.

5. Use Open a Conversation (slack) to open a DM channel with me, then Send a Message (slack) to that DM. The message should include the meeting time in my local timezone, the brief itself formatted with Slack mrkdwn (single asterisks for bold), and a link to the new Mem note so I can open the full version with one tap.

Guardrails: never fabricate a relationship history that is not supported by a note. If the Mem search returns nothing relevant, the Slack DM should still go out, but it should plainly say there is no prior context. Do not run for cancelled events. Do not re-run if the same event id has already produced a brief.

Additional information

What does this prompt do?
  • When a new event hits your Google Calendar, the agent reads who you are meeting with, the company, and what the meeting is about.
  • It searches your Mem knowledge base for past notes mentioning those people or that company and pulls in related notes for extra context.
  • It writes a short prep brief covering your relationship history, open threads, and any commitments you made last time you spoke.
  • The brief is saved as a new note in a Meeting Briefs collection in Mem so you can search it later, and you get a Slack DM with the meeting time, the brief, and a link to the saved note.
What do I need to use this?
  • A Google account with the calendar you want briefed (work, personal, or both)
  • A Mem account with an API key from Settings, API in the Mem app
  • A Slack workspace where you want the DM delivered to yourself
How can I customize it?
  • Adjust the lead time so the brief arrives 30 minutes, an hour, or a full day before the meeting
  • Filter out personal calendar holds and only run for meetings with external attendees, or scope to one calendar only
  • Rename the Mem collection the briefs land in, or send the brief to a Slack channel instead of a private DM

Frequently asked questions

Will this run for every single event on my calendar?
No. The agent skips personal holds with no other attendees and only fires for events more than 30 minutes in the future, so the brief is still useful by the time the meeting starts. You can tighten or loosen those filters later.
What happens if I have no past notes about this person or company?
You still get a Slack DM with the meeting details and a short note saying there is no prior context in your Mem account. The agent will not invent a relationship history it cannot find evidence for.
Can I send the brief somewhere other than a Slack DM?
Yes. The same brief can post to a private Slack channel, a shared channel, or go out as an email instead. Tell the workflow author which destination you prefer when you start customizing.
Does it work with both my work and personal Google calendars?
Yes. During setup you pick which calendar (or which set of calendars) to watch. Many people watch their work calendar only, but you can include a personal one too.
Where does the brief live after the meeting is over?
Every brief is saved as a note in a Meeting Briefs collection in your Mem account, so you can search by attendee or company later and see how the relationship has evolved over time.

Walk into every meeting already briefed.

Connect Google Calendar, Mem, and Slack once, and Geni writes a personal prep brief from your own notes whenever a new meeting lands.