Daily sales meeting prep brief in Slack

By General Input

Every weekday at 7am, send each AE a personal Slack DM with company context and ready-to-paste customer quotes for today's external meetings.

Integrations

  • Google Calendar
  • HubSpot
  • Peerbound
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that runs every weekday at 7am US Eastern time and sends each of my AEs a personal Slack DM with a short prep brief for today's external sales meetings. The trigger is a cron schedule.

For each rep on the team, the agent should:

1. Call Google Calendar's List Events on the rep's calendar for today's date in their timezone. Keep only events that have at least one attendee whose email domain is outside our company. Drop internal meetings, focus blocks, and all-day events with no external attendees.

2. For each remaining meeting, pick the most likely prospect company from the external attendee email domains. Call HubSpot's Search Companies to look up the company by domain or name and pull industry, deal stage, account owner, last activity, and any open deal amounts. If no HubSpot company matches, fall back to a domain-based identity (company name from the domain) and note in the brief that the account is not yet in HubSpot.

3. Using the company's industry and apparent use case, call Peerbound's List Moments and List Stories filtered by matching industry or use case tags. Select two or three short quotes (with customer name and title attribution) plus one customer story that map to the prospect's likely objections or evaluation criteria. Prefer recently approved, public-use content.

4. Draft a short bulleted brief for the meeting. It should include: meeting time and attendees, company context (industry, deal stage, owner, recent activity), 2-3 suggested talking points tailored to the prospect, ready-to-paste customer quotes with attribution, and a link or summary of the recommended customer story. Keep it scannable, under roughly 200 words per meeting.

5. Open a DM with the rep using Slack's Open a Conversation, then send the brief with Send a Message. If the rep has multiple external meetings, combine them into one DM with a header per meeting, ordered chronologically. If a rep has no external meetings today, skip them entirely.

Deduplication: maintain a per-rep memory of which Peerbound quote IDs and story IDs were sent in the last 30 days, and do not reuse the same quote or story for the same rep within that window. If no fresh proof exists for a meeting, send the brief anyway with company context and talking points only.

Error handling: if HubSpot has no record of the company, fall back to the email domain. If Peerbound returns no relevant moments or stories for the industry, broaden to adjacent industries before giving up. If Slack DM open fails for a rep, log it and continue with the rest of the team. Never block one rep's brief on another rep's failure.

Configuration I want exposed: the cron time and timezone, the list of rep email addresses (or a way to read team membership), the internal email domains to treat as non-external, and the maximum number of quotes and stories per meeting.

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