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Meeting Prep Briefing

Example prompt: "30 minutes before each sales meeting on my calendar, research the attendee's company and send me a prep brief on Slack with their role, company news, and our CRM history."

How to automate meeting preparation with GloriaMundo

The Problem

Sales reps walk into calls underprepared more often than they would like to admit. Pulling together a useful brief means checking the CRM for past interactions, searching LinkedIn for the attendee's background, scanning the company's recent news, and reviewing any open deals or support tickets. When you have three or four calls a day, this prep either eats into selling time or gets skipped entirely, leading to generic conversations that fail to build trust.

How GloriaMundo Solves It

We build a scheduled workflow that checks your Google Calendar at regular intervals (say, every 30 minutes). When it finds an upcoming sales meeting, it reads the attendee list and kicks off a research sequence. Integration steps pull the contact's history from HubSpot — past emails, deal stages, notes from previous calls. Web search steps look up the attendee's company for recent news, funding rounds, or product launches. An LLM step compiles everything into a concise one-page brief: who you are meeting, their role, company context, your relationship history, and suggested talking points. The brief is sent to you on Slack before the meeting starts. Glass Box preview shows you a sample brief so you can refine the format before activating the workflow.

Example Workflow Steps

  1. Trigger (scheduled): Runs every 30 minutes during business hours, checking for upcoming calendar events.
  2. Step 1 (integration): Read upcoming events from Google Calendar and identify sales meetings starting in the next 30-45 minutes.
  3. Step 2 (integration): Look up each attendee in HubSpot — pull contact details, deal history, and recent activity notes.
  4. Step 3 (web_search): Search for recent news about the attendee's company (funding, product launches, leadership changes).
  5. Step 4 (LLM): Compile all research into a structured one-page brief with sections for attendee background, company context, relationship history, and suggested talking points.
  6. Step 5 (integration): Send the brief to a designated Slack channel or DM, 20-30 minutes before the meeting.

Integrations Used

  • Google Calendar — source of upcoming meeting details and attendee lists
  • HubSpot — CRM history, deal stages, past interaction notes
  • Slack — delivery channel for the finished prep brief

Who This Is For

Account executives and sales reps who run multiple discovery or follow-up calls per day and want to walk into each one with relevant context, without spending 15-20 minutes on manual research beforehand.

Time & Cost Saved

Manual meeting prep typically takes 15-20 minutes per call. For a rep with 4 calls a day, that is over an hour of research daily. This workflow delivers a ready-made brief for each meeting, reducing prep to a quick review. Over a five-day week, that is roughly 5-7 hours saved per rep. The workflow uses integration reads, web search, and LLM steps, costing a modest number of credits per brief.