Overview
Manually gathering background info on meeting participants wastes time and risks missing critical details. This automation extracts attendee emails, matches them against target companies, crawls their websites, and compiles concise briefing reports delivered via email—cutting prep time and boosting meeting readiness.
The Impact
- Eliminate manual research. Automatically generate company briefings from live web data.
- Skip irrelevant contacts. Exclude meeting creators and duplicate domains to focus on key companies.
- Accelerate prep time. Deliver concise, structured reports directly to your inbox.
- Standardize background checks. Consistent briefing format for quick decision-making.
Who This Is For
- Meeting Organizers needing fast distribution of attendee company backgrounds.
- Sales Teams preparing for customer visits with targeted company insights.
- Investment Analysts conducting initial screenings before due diligence.
- Business Intelligence Professionals automating research workflows for efficiency.
How It Works
- Extract Emails
- Parse attendee emails from meeting event JSON, exclude the meeting creator's email.
- Filter & Generate URLs
- Match email domains against target companies, remove duplicates, and build company website URLs.
- Crawl Websites
- Batch crawl the generated URLs with AI summarization enabled for structured data extraction.
- Generate Briefings
- Feed crawl data into a large language model to produce concise Markdown-format company background reports.
- Send Report
- Email the compiled briefing report to the specified recipient and return the sending status.
What You'll Need
Before using this template, make sure you have:
- Gmail credentials authorized for sending emails through the workflow.
- Access to meeting event data in JSON format including attendee and creator emails.
- A comma-separated list of target company identifiers matching email domain prefixes.
- A valid recipient email address for receiving the briefing report.
How to Use
- Step 1. Configure Credentials
- Step 2. Provide Meeting Data
- Step 3. Define Target Companies
- Step 4. Specify Recipient
- Step 5. Run and Verify
Set up Gmail credentials in the "Send Mail" node to enable email dispatch.
Input the JSON string of meeting events containing attendee and creator emails.
Enter a comma-separated list of company identifiers matching email domain prefixes.
Set the email address that will receive the generated briefing report.
Execute the workflow and confirm the briefing email is received with expected content.
