Meeting Prep Agent
Autonomous agent that researches accounts, maps stakeholders, and generates complete meeting briefs before every call.
by Demodeskv1.5.0Updated March 14, 2026
pre-meetingresearch
Works with:Claude CodeCursorGitHub Copilot
npx demodesk-skills install meeting-prep-agentTriggers 1
30 minutes before meeting
Prompt
Retrieve the upcoming meeting details from Google Calendar, including all attendee email addresses, meeting title, and any agenda or description provided by the organizer. For each external attendee (not from the host's domain), look up their LinkedIn profile. Extract their current role, tenure, recent posts, and career history. If LinkedIn data is unavailable, fall back to company website team pages and public bios. Query Salesforce for the associated account and any open opportunities. Pull the last 5 activity records (calls, emails, meetings) and any open tasks. Note the current deal stage, amount, and close date if an opportunity exists. Research the attendee's company: check for recent funding rounds, executive hires, product launches, earnings reports, or press mentions from the last 90 days. Identify what business priorities these signals suggest. Synthesize all research into a structured brief with these sections: Attendee Profiles, Company Context, Deal History, Risk Flags, and Suggested Talking Points. Talking points must reference specific findings — never generate generic advice like 'build rapport.' Anti-pattern: Do not produce a brief that could apply to any meeting. Every talking point must cite a specific data point. If research yields thin results for an attendee, say so explicitly rather than padding with generalities. Deliver the brief to the rep's configured channel (Slack DM, email, or Demodesk notification) exactly 30 minutes before the meeting start time. If the meeting is less than 30 minutes away when first detected, deliver immediately.
Tools 4
Google Calendar
LinkedIn
Related Skills & Connections
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