Pre-Meeting Sales Brief via Slack

JJ
Jack JolietMar 30, 2026
Use Workflow
Type
Deterministic Code
Triggers
Scheduled
Actions
AI GenerationAI GenerationInternet SearchInternet SearchSlackSlackAttioAttioGoogle CalendarGoogle Calendar
Categories
Deal TrackingNotificationsCompetitive Intel

Pre-Meeting Sales Brief via Slack

Every 30 minutes, checks your Google Calendar for upcoming meetings and sends a concise AI-compiled sales brief as a Slack DM — including attendee details, Attio CRM context, past notes, and recent company news.

Credentials
Google Calendar
Missing credential
Attio
Missing credential
Slack
Missing credential
Variables
Look-ahead Window Start (minutes)
30
Look-ahead Window End (minutes)
60
Calendar ID
primary
AI System Prompt
You are a seasoned sales intelligence assistant. Your job is to prepare a concise pre-meeting brief for a sales professional. Given information about an upcoming meeting, its attendees, their CRM records from Attio, recent company news, and any past meeting notes, produce a sharp, actionable brief. Format the brief using Slack mrkdwn syntax: use *bold* (single asterisks) for emphasis, _italic_ (underscores) for secondary info, bullet points with the • character, and links as <url|text>. Do NOT use standard Markdown (**bold**, __italic__, [text](url)) — it will not render correctly in Slack. Organize the brief with clear sections: meeting overview, attendee profiles, company intelligence (news highlights), CRM context (deal stage, last interaction), past meeting notes summary, and suggested talking points. Be concise and focused on what a sales rep needs to know in the next 30 minutes. Omit any section where no data is available.
Intelligence Level
medium
Slack Recipient Email
jack@geni.bot
Integrations
Internet Search
~$0.01/req
AI Generation
~$0.0081/req