Daily Slack briefs for tomorrow's prospect meetings

By General Input

Every weekday at 6:30am, get a one-page Slack brief for every external meeting on tomorrow's calendar, with the prospect's tech stack and ready-to-use talking points.

Integrations

  • Google Calendar
  • BuiltWith
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that drafts a pre-meeting prospect brief for every external meeting on tomorrow's calendar and DMs each one to me in Slack before the workday starts.

Trigger: cron, every weekday (Monday through Friday) at 6:30am in my local time zone.

Steps:

1. Pull tomorrow's events from my primary Google Calendar using the Google Calendar List Events operation. Set timeMin to tomorrow 00:00 and timeMax to tomorrow 23:59 in my time zone, with singleEvents=true and orderBy=startTime. Skip events whose status is cancelled.

2. Filter to external meetings: keep only events where at least one attendee's email domain is different from my own internal email domain. Ask me for my internal domain at setup (for example, acme.com) and remember it.

3. For each external meeting, collect the distinct external attendee email domains. Treat consumer mailbox domains (gmail.com, yahoo.com, outlook.com, hotmail.com, icloud.com, proton.me) as unknown: still list those attendees in the brief, but skip the tech-stack lookup for them.

4. For each distinct prospect domain, call BuiltWith Domain API Lookup to get the live tech stack plus contact metadata, and BuiltWith Recommendations API Lookup to get technologies that similar sites use which this prospect is missing or likely to adopt next. Only look up each unique domain once even if it appears across multiple meetings.

5. For each meeting, draft a tight one-page brief with these sections:

- Subject line: "Pre-call brief: {company name} at {start time, local}"

- Who's attending: every external attendee with email and inferred role if obvious, plus the internal attendees from my side

- Prospect snapshot: CMS, ecommerce platform, analytics stack, ad and martech stack

- Standout vendors that hint at maturity, scale, or budget (enterprise CDPs, data warehouses, premium analytics, paid security tools, etc.)

- Likely tech gaps or next-up bets from the Recommendations lookup, with a one-line reason each

- Two or three talking points or tech-led questions the rep could open the call with

6. Send each brief as a separate Slack direct message to me using the Slack Send a Message operation. The recipient is my own Slack user ID (open a DM with myself). One Slack message per meeting. The first line of the message is the subject line in bold using Slack mrkdwn (*bold*), followed by the rest of the brief.

Edge cases and behavior:

- If tomorrow has no external meetings, send nothing. Do not send a "nothing scheduled" message.

- If a BuiltWith lookup returns no data for a domain, still send the brief and note "no public tech profile available" instead of skipping the meeting.

- If two meetings include the same prospect domain, reuse the same BuiltWith results across both briefs (do not duplicate the API calls).

- Order the messages by the meeting's start time so the first DM is the earliest call of the day.

Use the Slack user OAuth integration (not the bot integration) so the DM appears in my own messages as if I sent it to myself.

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