Automate meeting prep from calendar to Slack using Attio CRM and AI research.
This AI agent automatically fetches today’s calendar events, identifies meetings with external attendees, and researches each attendee using Attio CRM, Gmail history, and past interactions. It enriches profiles with external company data via Perplexity when needed. It generates structured meeting briefs and posts them as formatted Slack messages to start your day.
Per-meeting research, briefing generation, and Slack delivery.
Fetches today’s calendar events and filters for meetings with external attendees.
Researches each attendee using Attio CRM data, Gmail history, and past calendar interactions.
Enriches profiles with external company data via Perplexity when needed.
Generates a structured briefing with attendee background, context, talking points, and objectives.
Formats the briefing for Slack with clear sections and emphasis for quick skim.
Posts the finalized Slack briefing to a designated channel before meetings.
It replaces manual attendee research and briefing tasks with an automated process that delivers ready-to-use context each morning. The after state shows concrete gains: fewer ad-hoc searches, more consistent briefs, and faster prep time.
A simple 3-step flow anyone can understand.
The AI agent runs on weekdays at 6 AM, pulling today’s Google Calendar events and filtering for meetings with external attendees.
For each meeting, it gathers data from Attio, Gmail history, past calendar interactions, and external company data via Perplexity when needed.
It compiles a structured briefing and posts a Slack message to the designated channel.
A realistic morning scenario.
Scenario: Monday at 6:00 AM, three external meetings scheduled. The agent fetches events, researches attendees from Attio and Gmail, pulls short external profiles where available, and outputs three Slack briefs in a dedicated channel: one summarizing Acme Corp attendees, one for Delta Tech, and one for the partner. Each brief includes attendee background, relationship context, key talking points, and objectives. The Slack messages appear in the morning channel by 6:15 AM, enabling you to review before first calls.
Roles that gain reliable, ready-to-use meeting context.
Access to ready context for high-stakes external meetings.
Prep for renewals and client calls with up-to-date attendee insights.
Efficiently research potential partners and opportunities.
Standardize briefing formats and ensure consistency.
Get high-level attendee insights quickly for strategic planning.
Align messaging and support across teams.
Tools used and what the agent does inside each.
Triggers the workflow and fetches daily events to identify external meetings.
Fetches email history to understand prior interactions with attendees.
Posts formatted, Slack-ready meeting briefs to a channel.
Pulls contact details, relationships, and prior activity for context.
Runs models for attendee research and briefing formatting.
Provides external company data when deeper research is needed.
Concrete scenarios where the AI agent adds value.
Practical concerns and detailed answers.
The agent uses Attio CRM data, Gmail history, and past calendar interactions to build a profile for each attendee. When needed, it supplements with external company information via Perplexity. Data is combined into a concise briefing that highlights background, relationship context, and strategic talking points. If data is missing, the system notes gaps and prioritizes available context. You can adjust data sources and depth via prompts and model selections to balance cost and depth.
Yes. You can adjust the trigger, cron schedule, and filters to include only meetings with external attendees or specific calendars. The workflow can be tweaked to skip recurring internal-only events or include additional meeting criteria. You can also modify the sources used for research and the level of detail in the briefs. Changes can be tested in a sandbox before going live.
Slack posts are sent to a channel with restricted access based on your workspace permissions. The agent stores tokens securely in your environment and accesses only the channels you designate. You can configure who can view the briefs and limit visibility to approved teams. For sensitive meetings, you can route the briefing to a private channel with restricted access.
Yes. The cron expression in the Schedule Trigger controls when the agent runs. You can adjust the time, days, or cadence to fit different time zones or meeting patterns. After updating, run a manual test to verify that briefs are posted correctly and on time.
Yes. It will still perform attendee research when external attendees are present, enriching with CRM and available external data. If all attendees are internal, the agent can skip external data pulls and still generate a concise briefing based on internal context. You can configure the depth of research for different meeting types.
The agent uses what data is available and flags missing context in the briefing. It prioritizes core attendee information and main objectives while leaving placeholders for any missing items. You can set fallback content or prompts to prompt for manual input when necessary. Over time, data gaps shrink as integrations and source coverage improve.
Modify the AI prompts and select different data sources or models in the OpenRouter configuration. You can add sources like LinkedIn or public company databases, or reduce depth to save costs. Changes can be tested via a controlled run to confirm the briefing format and quality before deploying widely.
Automate meeting prep from calendar to Slack using Attio CRM and AI research.
