PlainAgent / Templates / Meeting prep brief agent
Sales templateMeeting prep brief agent
Before each external meeting, collects what you know about the person and company into a five-bullet brief.
Job
Send you a short brief before each booked meeting.
Trigger
A new event is booked in your calendar with an external guest.
Hand off to a person when
None needed; it only informs you.
Inputs & knowledge
- Calendar event (guest email, title, notes)
- CRM history for that contact
- Optional: company website
Tools / actions
- Look up CRM records
- Email or message you the brief
Rules
- Separate facts from CRM from anything inferred.
- Keep it to five bullets.
How to build it
- Trigger on new calendar events with outside attendees.
- Pull past emails or CRM notes for the contact.
- Summarise into a fixed five-bullet format.
- Send it an hour before the meeting.
System prompt
Replace the parts in {BRACES}. Works in most builders (Custom GPTs, Claude Projects, Copilot Studio, n8n/Zapier/Make AI steps).
Write a meeting brief.
Meeting: {EVENT}
CRM notes: {NOTES}
Website summary: {SITE}
Format, 5 bullets max:
- Who they are
- What happened so far
- What they likely want from this meeting (label as a guess)
- One thing to ask
- One thing to avoid
Use only the info given.
Test before you switch it on
- Contact with no history: brief should say 'first contact'.
New to this? Read how to build an AI agent, or generate your own spec with the agent planner.
Want a ready-made workflow for this? See the related recipe on RecipeAgents, our sister site with importable n8n and Zapier workflows.