Nightly client meeting prep brief from Wealthbox

Build me an agent workflow that runs on a cron every evening at 6pm in my local timezone and emails me a prep brief for every client meeting on tomorrow's Wealthbox calendar.

Step 1. Pull the calendar. Call Wealthbox List Events filtered to tomorrow's date (start of day to end of day in my local timezone). Hold the full event list.

Step 2. For each event, look at its linked resources. If there is no linked Contact, skip the event entirely. If there is at least one linked Contact, process the first one as the primary client for that meeting.

Step 3. For each meeting with a linked contact, gather context by calling, in parallel where possible: Wealthbox Get Contact for the contact's profile fields (name, email, phone, type, tags, background info), Wealthbox List Notes filtered to that contact for the last 90 days, Wealthbox List Opportunities filtered to that contact (open and recently closed), and Wealthbox List Activity Stream filtered to that contact for the most recent touchpoints.

Step 4. Synthesize a one-page brief per meeting. Each brief should cover: who the client is (one or two sentences pulled from profile and tags), what was discussed last time (summarized from the most recent notes and activity), any open opportunities or unfinished tasks linked to them, and 3 to 5 suggested agenda points or questions to ask in the meeting. Keep each brief tight, the goal is a 2-minute read per meeting.

Step 5. Send a single consolidated email via Gmail Send a Message to my own inbox (the email tied to the connected Gmail account). The subject line should read something like "Prep brief: 3 client meetings tomorrow" with the count of qualifying meetings. The body is one section per meeting, in chronological order. Each section starts with a clear header line that includes the meeting time and client name (for example, "9:30am — Jane Cole"), followed by the brief. Use clean HTML formatting so headers and bullets render in Gmail.

Edge cases: If tomorrow has no qualifying meetings (either no events or every event lacks a linked contact), send a short one-line email saying so rather than skipping the send. If a Wealthbox call for a specific contact fails, include that meeting's header with a note that context could not be loaded, do not let one failure block the rest of the brief.

The workflow only reads from Wealthbox. It does not create or update any Wealthbox records.