Weekday meeting prep brief in Slack via Nylas

By General Input

Every weekday at 7:30am, get one Slack message with prep notes for every external meeting: who's on it, deal stage, recent email history, and open questions.

Integrations

  • Nylas
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Every weekday at 7:30am in my local time, build a meeting prep brief for today and post it as a single Slack message. Use Nylas so this works regardless of whether my calendar and email are on Google, Outlook, or Exchange.

Step 1: Pull today's calendar. Call Nylas List Events for the current day (from midnight to 11:59pm in my timezone). Skip all-day blocks, events with no external attendees, and events where every attendee shares my company's email domain. What remains is the list of external meetings I actually need to prep for.

Step 2: For each external meeting, collect context on the attendees. For every external attendee email, call HubSpot Search Contacts to find the matching contact, then HubSpot Get Contact to pull their name, company, lifecycle stage, and associated open deal stage if there is one. If nothing is found in HubSpot, note that the person is not yet a contact.

Step 3: For each external attendee, call Nylas List Messages using their email as a participant filter to pull the three to five most recent email threads with that person. Summarize what was last discussed in one or two sentences per attendee.

Step 4: Draft a short prep note per meeting that covers: the meeting time and title, who's on it (name, company, role from HubSpot), the deal stage and lifecycle stage if applicable, a one-line summary of the last email exchange, and two to three open questions or items worth surfacing based on the email context and deal stage.

Step 5: Post the whole briefing as one Slack message using Send a Message. Default target is a DM to me; expose a workflow parameter so I can change it to a specific channel. Order meetings chronologically. Keep the message scannable: use Slack markdown, one section per meeting, and a short header at the top with the date and total external meeting count. If there are zero external meetings today, still post a short message that says so instead of staying silent.

Make the schedule, timezone, internal email domain, and Slack destination easy to change from the workflow settings.

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