Sales/First-party starter playbook
Meeting prep brief
Every weekday morning, a Slack brief on each external meeting covering who is attending, what HubSpot knows, and what changed.
- Google Calendar
- HubSpot
- Slack
- Web search (built in)
- Web fetch (built in)
// what it does
- 01Find today's external meetings. List today's Google Calendar events and keep those with at least one attendee outside the internal domains. Skip declined events and events with no attendees.
- 02Look up the relationship. For each attendee's company, search HubSpot for the company, its contacts, and any open or recent deals: stage, amount, owner, last activity, and the latest notes.
- 03Check what changed. Use web_search for a few targeted queries about the company (at most 3 per company) and web_fetch to read the most relevant results, such as a funding, leadership, product, or pricing change from the last 90 days. Only report what you have read.
- 04Prepare the angle. For each meeting, write a short brief: who is attending and their role, where the deal or relationship stands, what changed recently, open items from the last conversation, and two or three questions worth asking.
- 05Deliver one message. Post a single Slack message ordered by meeting time, one section per meeting, each fact linked to its HubSpot record or source page.
// guardrails in the draft
Never invent a title, deal figure, or company event. If HubSpot has nothing and the web search finds nothing reliable, say "no prior relationship found" and keep the brief short.
This is a read-and-report agent. Do not update HubSpot, reply to invites, or contact attendees.
Keep at most 10 meetings per brief; list any others by title and time only.
Do not research individuals' personal lives or social accounts. Stick to their professional role and their company.
The brief goes only to the configured Slack destination.