Daily external sales meeting prep with Prospeo briefings

By General Input

Every weekday at 6am, get a Gmail draft with a one-page briefing for each external sales meeting, with attendee titles, company signals, and three sharp questions to ask.

Integrations

  • Prospeo
  • Google Calendar
  • Gmail

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me an agent workflow that runs every weekday at 6am on a cron trigger and preps me for the day's external sales meetings.

Step 1. Pull the day's calendar. Use Google Calendar List Events to fetch the next 24 hours of events on my primary calendar. Drop anything marked as personal, anything with no other attendees, and anything where every attendee shares my own email domain. The remaining list is my external meetings.

Step 2. Identify external attendees. For each surviving event, look at the attendee list and split by email domain. Treat anyone whose domain matches mine as internal and ignore them. Everyone else is an external attendee I need to research.

Step 3. Enrich each external attendee. For every external email, call Prospeo Enrich Person and capture their current title, seniority, tenure at the company, prior roles, and verified mobile. If Prospeo returns NO_MATCH, do not fabricate anything. Fall back to listing what the calendar invite already shows: name, email, and any context from the event description.

Step 4. Enrich each company. For every unique external email domain in the day's meetings, call Prospeo Enrich Company and capture funding history, headcount, industry, and the tech stack they run. If Prospeo returns NO_MATCH for a company, note it and move on.

Step 5. Synthesize one briefing per meeting. For each external meeting, write a one-page section covering: the meeting time and title, who the attendees are with their title, seniority, and tenure, what the company does in a sentence, recent signals worth referencing (a funding round, a tool they just adopted, a hiring spike), and three suggested questions to ask. The questions must be tied to the firmographic findings, not generic discovery prompts. Example of good: 'You're hiring six AEs this quarter while still on a self-serve motion. How are you thinking about ramp and territory design?' Example of bad: 'What are your biggest challenges right now?'

Step 6. Deliver as a single Gmail draft. Use Gmail Create a Draft to compose one email addressed to me, with a subject like 'Today's external meetings: <count> briefings' and one clearly labelled section per meeting in chronological order. Do not send it. Just leave it as a draft in my Gmail so I can open it with my coffee.

Edge cases to respect. If there are zero external meetings, still create a short draft that says so, so I know the workflow ran. If the same person appears in multiple meetings, enrich once and reuse the result. If Prospeo is out of credits, fail loudly in the draft rather than silently skipping enrichment.

Related prompts

Explore more prompts
Win back LiveChat visitors whose chats went unansweredFront desk appointment confirmation board for the next 3 daysChase the paperwork every new client and vendor still owesFile Gmail attachments into storage with names you can findCandidate rediscovery desk for your archived Lever applicantsLaytime and demurrage claim workspace for chartering opsKajabi customer support console for member access fixesRun your application review round on Jotform submissionsAppointment confirmation board built on WhatsApp repliesRun your nutrition clients' weekly meal plans from one console