Wealthbox client meeting prep brief, emailed nightly

Build me an agent workflow that runs on a cron every evening at 6pm in my local timezone and emails me a prep brief for every client meeting on tomorrow's Wealthbox calendar.

Step 1. Pull the calendar. Call Wealthbox List Events filtered to tomorrow's date (start of day to end of day in my local timezone). Hold the full event list.

Step 2. For each event, look at its linked resources. If there is no linked Contact, skip the event entirely. If there is at least one linked Contact, process the first one as the primary client for that meeting.

Step 3. For each meeting with a linked contact, gather context by calling, in parallel where possible: Wealthbox Get Contact for the contact's profile fields (name, email, phone, type, tags, background info), Wealthbox List Notes filtered to that contact for the last 90 days, Wealthbox List Opportunities filtered to that contact (open and recently closed), and Wealthbox List Activity Stream filtered to that contact for the most recent touchpoints.

Step 4. Synthesize a one-page brief per meeting. Each brief should cover: who the client is (one or two sentences pulled from profile and tags), what was discussed last time (summarized from the most recent notes and activity), any open opportunities or unfinished tasks linked to them, and 3 to 5 suggested agenda points or questions to ask in the meeting. Keep each brief tight, the goal is a 2-minute read per meeting.

Step 5. Send a single consolidated email via Gmail Send a Message to my own inbox (the email tied to the connected Gmail account). The subject line should read something like "Prep brief: 3 client meetings tomorrow" with the count of qualifying meetings. The body is one section per meeting, in chronological order. Each section starts with a clear header line that includes the meeting time and client name (for example, "9:30am — Jane Cole"), followed by the brief. Use clean HTML formatting so headers and bullets render in Gmail.

Edge cases: If tomorrow has no qualifying meetings (either no events or every event lacks a linked contact), send a short one-line email saying so rather than skipping the send. If a Wealthbox call for a specific contact fails, include that meeting's header with a note that context could not be loaded, do not let one failure block the rest of the brief.

The workflow only reads from Wealthbox. It does not create or update any Wealthbox records.

Additional information

What does this prompt do?

Pulls tomorrow's calendar from Wealthbox each evening and finds every meeting linked to a client.
Reads recent notes, open opportunities, and the latest activity for each client so you walk in already caught up.
Writes a one-page brief per meeting with who the client is, what you last discussed, what is still open, and 3 to 5 suggested talking points.
Sends the whole stack to your inbox as a single email so you can read it on your phone the night before.

What do I need to use this?

A Wealthbox account where your client meetings and contacts live.
A Gmail account to receive the brief (the same inbox the workflow will send it to).
Linked contacts on your calendar events. Meetings with no linked contact are skipped.

How can I customize it?

Change the send time. 6pm the night before is the default, but you can shift it earlier in the evening or move it to early morning.
Adjust the lookback window for recent notes and activity. 90 days is the default, but heavy-touch books often work better with 30 or 60.
Send the brief somewhere else. Swap Gmail for a different inbox, or route it to a Slack DM, by editing the delivery step.

Frequently asked questions

What if a meeting on my calendar has no client linked to it?

It is skipped. The brief only includes meetings tied to a Wealthbox contact, so internal blocks, personal events, and travel time stay out of the email.

Will this work if I have no meetings tomorrow?

Yes. On quiet days the workflow either sends a short note saying there is nothing on the calendar, or stays silent. You can pick which behavior you prefer when you set it up.

Does this change anything inside Wealthbox?

No. The workflow only reads from Wealthbox. It does not edit contacts, add notes, or move opportunities.

Can I share the brief with an assistant or junior advisor?

Yes. Add their email address as a second recipient on the delivery step and they will receive the same prep email each night.

How is this different from Wealthbox's built-in prep view?

Wealthbox's prep features live inside the app. This workflow pushes the brief to your inbox the night before, so you can read it on your phone over dinner or first thing in the morning without opening the CRM.