Daily meeting brief from Pipedrive deals

By General Input

Every weekday morning, get a Slack DM with a one-paragraph brief for each external meeting on your calendar, pulled from Pipedrive deals, activities, and notes.

Integrations

  • Pipedrive
  • Google Calendar
  • Slack

Type

Agentic Task

Categories

  • Sales

Every weekday at 7am in my local time zone, prepare a daily meeting brief for each external meeting on my Google Calendar that day and send the whole set to me as a single Slack direct message before my day starts.

Trigger: a cron schedule, Monday through Friday at 7:00am in my local time zone.

Step 1. Call Google Calendar's List Events on my primary calendar for the next 24 hours (timeMin = now, timeMax = now + 24 hours, singleEvents = true, ordered by start time). Skip cancelled events, all-day events, and events where I am the only attendee.

Step 2. For each remaining event, extract attendee email addresses and filter out internal teammates by domain. I will configure the list of internal domains when I set this up (for example my company domain and any subsidiary domains). An event with zero external attendees should be dropped. Treat the remaining events as external meetings.

Step 3. For each external attendee on each external meeting, call Pipedrive's Search Persons with the attendee email to find a CRM match. If there is no match, skip that attendee but keep the meeting in the brief.

Step 4. For every matched person, pull supporting context from Pipedrive: call List Deals filtered by that person and status = open to get their open deals (capture stage, value, currency, pipeline, expected close date, and owner). Call List Activities filtered by that person, sorted by most recent, and keep the last few touchpoints. Call List Notes filtered by that person and keep the last few entries.

Step 5. Generate a one-paragraph meeting brief per event. Each brief should cover: who from the other side is attending and which Pipedrive person they map to, the open deal stage and value, the most recent touchpoint and when it happened, any open objections or concerns inferred from the recent notes, and two or three suggested talking points for the meeting. Keep each brief tight, a single paragraph plus a short talking-points list is ideal.

Step 6. Combine all briefs into one Slack message with a short header (date and meeting count) and one section per meeting in chronological order. Each section should include the meeting time, title, the external attendees, and the brief itself. Use Slack's Send a Message operation to deliver it as a direct message to me (the meeting owner / connected user). If there are no external meetings that day, send a brief one-liner saying the day is internal-only so I still know the workflow ran.

Inputs to expose when I configure this: my list of internal email domains, the send time and time zone, and the Slack destination (default = DM to me). Use my connected Google Calendar, Pipedrive, and Slack accounts.

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