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Every morning, this agent checks your calendar for meetings with external people and emails you a briefing for each one — pulling together your email history and CRM context so you walk in prepared.

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What it does

  1. Reviews your calendar each morning and finds meetings with external attendees
  2. For each external company, pulls the relevant HubSpot deal and contact records, plus your prior email conversations
  3. Emails you a briefing covering: the nature of the relationship, who you’ve spoken to, and a brief timeline of your engagement

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Connectors

ConnectorWhat it’s used for
Google CalendarFind today’s meetings and attendees
GmailPull prior email conversations with each contact
HubSpotGet deal and contact context from your CRM

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How to run it

Runs automatically every morning at 6am.

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Get started

Use this template

Open in Tadata