Daily Salesforce meeting prep brief in Slack

Build me an agent that runs every weekday at 7am ET and delivers a one-page meeting prep brief to each sales rep for every meeting they have today that's tied to an open Salesforce opportunity.

Trigger: cron, every weekday (Mon-Fri) at 7:00 America/New_York.

Step 1. Use the Salesforce SOQL Query operation to find every Event with ActivityDate = TODAY whose WhatId is an Opportunity that is not in a Closed stage (IsClosed = false). Pull each event's start time, subject, owner, and the related Opportunity (Id, Name, StageName, Amount, CloseDate, LastActivityDate, AccountId, OwnerId). For each event also pull the primary related Contact (Name, Title, Email) via WhoId where the Who is a Contact, and the related Account (Name, Website, Industry). Also fetch open Tasks on the Opportunity (Status != 'Completed') so the brief can mention what's outstanding. Group the results by meeting owner so we generate one digest per rep.

Step 2. For each meeting, use the Internet Search service (Search the Web operation) to look up fresh signals about the prospect's company from the last 30 days. Run a couple of focused queries per account, for example "<Account Name> funding", "<Account Name> news", "<Account Name> leadership", "<Account Name> layoffs", "<Account Name> product launch". Keep only results dated within the last 30 days and dedupe near-identical headlines.

Step 3. Synthesize a one-page prep brief per meeting with these sections: (a) Meeting header (time, attendee name + title, account name), (b) Deal context from Salesforce (stage, amount, close date, last activity date, summary of open tasks), (c) Recent company signals (3-5 short bullets with source links from the web search), (d) Three suggested talking points that connect the deal context to the recent signals. Keep the tone direct and skimmable. No fluff.

Step 4. For each rep with at least one qualifying meeting, use Slack Send a Message to DM them a single message that contains all of their meeting briefs for the day, in chronological order. Include a short header like "You have 3 meetings today tied to open opportunities" and use Slack mrkdwn formatting (bold headers, bullet points, links) so it's easy to read on mobile.

Step 5. For every meeting in the digest, use the Salesforce Add Note to Opportunity operation to attach a short note on the related opportunity. The note title should be something like "Meeting prep — <date>" and the body should be a condensed version of the brief (deal context + top news bullets + talking points) so the prep is logged on the deal record.

Skip reps with no qualifying meetings. Skip events without a linked Opportunity, or where the Opportunity is already closed. If a contact or account is missing on the event, still produce the brief but mark the missing pieces clearly. If web search returns nothing recent, say "No notable news in the last 30 days" rather than padding the section.