Pre-meeting research briefs in Gmail for new Calendly bookings

By General Input

When a prospect books on Calendly, get a Gmail briefing minutes later with their company snapshot, recent news, talking points, and one open question to ask.

Integrations

  • Calendly
  • Firecrawl
  • Gmail

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me an agent workflow that delivers a pre-meeting research brief to my Gmail inbox every time someone new books a meeting on my Calendly.

Trigger: poll Calendly for the new_booking event so the workflow runs a few minutes after each booking lands.

Step 1. Use Calendly's Get Event Invitee to pull the invitee's email, name, scheduled meeting time, and any custom-question answers from the booking. Carry these through as the inputs for the briefing.

Step 2. Derive the company domain from the invitee's work email. If the email is on a personal domain (gmail.com, outlook.com, yahoo.com, hotmail.com, icloud.com, proton.me, and similar), bail gracefully: send me a short Gmail note saying you could not identify a company because the invitee used a personal email, include the invitee's name, email, and meeting time, and stop there.

Step 3. With the company domain in hand, call Firecrawl Map Website URLs to discover the site structure. Pick the homepage plus the 3 to 5 most useful pages (typically about, team, product or platform, pricing, and the most recent blog post or two).

Step 4. Call Firecrawl Scrape URL on each selected page in markdown format with the summary option on so you get clean, condensed content.

Step 5. Call Firecrawl Search Web for the last 30 days of news on the company: funding announcements, product launches, leadership changes, partnerships, or major press. Use a few targeted queries with the company name and limit results to recent items.

Step 6. Synthesize one skimmable briefing email, under about 400 words, with this structure: a one-line company description, what they sell and to whom (ICP signal), 2 to 4 bullets on recent news from the search, 3 suggested talking points tailored to what the invitee likely cares about (use their intake answers if present), and 1 open question I should ask on the call. If scrape coverage was thin or news was sparse, call that out explicitly at the top so I know to do extra digging.

Step 7. Use Gmail Send a Message to send the briefing to me (the meeting host). Subject line: "Pre-call brief: [Invitee Name] ([Company]) at [meeting time in my local TZ]". Body is the synthesized brief in clean plain text or light HTML, easy to read on mobile.

Tone for the brief: terse, useful, no filler. Skip generic statements like "they are a leader in their space." If anything is genuinely interesting, lead with it.

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