Datagma prep briefs for today's Calendly meetings in Slack

By General Input

Every weekday at 7am ET, get one Slack DM with a prep brief for every Calendly meeting today, enriched with fresh Datagma signal on each external attendee.

Integrations

  • Calendly
  • Datagma
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Every weekday at 7am ET, build me a personalized prep brief for today's meetings by combining Calendly, Datagma, and Slack.

Trigger: cron, weekdays at 7am America/New_York. I want one consolidated morning digest, not a ping per booking, so the schedule also batches Datagma credit usage.

Step 1. Pull today's meetings from Calendly. Use List Scheduled Events to fetch every event on my calendar between now and end-of-day in my local timezone. For each event, call List Event Invitees and then Get Event Invitee so you have each invitee's email, name, any answers they submitted to the booking questions (often a LinkedIn URL), and the event start time.

Step 2. Filter attendees. Skip anyone whose email matches my internal domains (treat my own domain as internal by default; let me list extras like contractor or sister-company domains). I do not want to spend Datagma credits enriching colleagues.

Step 3. Enrich each remaining external attendee with Datagma. Use the Enrich Person or Company action, passing the LinkedIn URL when the invitee provided one in their booking answers, otherwise their email, in the data parameter. Set personFull and companyFull to true so I get current title, tenure, company size, industry, funding, tech stack, and recent job change signals. Per Datagma's docs, treat code 5 as not found and skip charging language. If enrichment returns code 5 or no match, write "no enrichment found" for that attendee rather than fabricating details.

Step 4. Synthesize a one-screen briefing per meeting. For each meeting, in chronological order: list the meeting time and title, rank attendees by seniority, call out anything unusual (recent job change, fast-growing company, mismatch between stated title and apparent seniority, fresh funding round, notable tech stack), and suggest two or three opener angles based on the enriched context. Keep each meeting's section tight enough to read on a phone.

Step 5. Post the consolidated briefing as a single Slack DM to me using Slack's Send a Message action, with one section per meeting in chronological order. If I have no meetings today, send a short DM saying my calendar is clear instead of a long empty digest. Use Slack mrkdwn formatting (single asterisks for bold) so the message renders cleanly.

Keep the brief outcome-focused: I want to walk into every call already knowing who the highest-leverage person in the room is and what to open with.

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