This workflow automatically prepares you for upcoming meetings by gathering intelligence on attendees and their companies. It pulls your calendar events, researches each participant’s online presence, and collects recent company news to ensure you’re prepared with relevant insights before every interaction. By automating pre-meeting research, you can walk into every conversation with valuable context, personalized talking points, and awareness of recent developments affecting your contacts.
IMPORTANT: You must connect to an Integration like Google to access your calendar before running this workflow.
INSTRUCTIONS: You’ll need to:
- Connect your Google Calendar or other supported calendar service via the Integrations page
- Ensure you have email addresses for contacts in your calendar events
- Run this workflow the day before your meetings to get timely research
Calendar Event Research - Company and Contact
Overview
This workflow automates pre-meeting intelligence gathering by researching attendees and their organizations, providing you with valuable context and talking points before every interaction.
Workflow Steps
Step 1:
- Check the calendar for tomorrow's upcoming events.
Step 2:
For each event...
- Search the web for the email address of the contact looking for posts on Reddit, LinkedIn, or any other social media site.
- Pay attention to the domain of the contact's email and search for that company's domain (if it represents a company and not a mail service). Search the web for any interesting and recent news about the company.
- Search go to any of the pages mentioned by the web search to acquire additional information.
- If the contact or company information does not match the exact email address or domain name, do not consider it valid and do not reference it or assume that there is a similar or related link. This is important.
Step 3:
- Summarize all of the research with a section per event (with company and contact sections).
- Then, send an email to me with the subject "Tomorrow's Event Research" that includes summary sections.
Why This Workflow Works
- Automated Intelligence — Get crucial meeting context without manual research
- Strategic Preparation — Discover recent company news and contact activities
- Time Efficiency — Save hours each week on pre-meeting research
- Relationship Building — Demonstrate awareness of contacts’ interests and activities
- Conversation Starters — Identify relevant topics and shared interests before meetings
Pro Tip: Schedule this workflow to run automatically each evening to receive a morning email with insights about the day’s upcoming meetings.
Never Walk Into a Meeting Unprepared Again
Let ChatterKB handle your meeting prep by automatically researching your contacts and their companies before every calendar event.