Productivity · n8n

Auto-Create an AI Prep Doc Before Every Important Meeting

Before each meeting with an external guest, AI compiles a prep doc from the invite, past emails and CRM notes so you walk in fully briefed.

difficulty Intermediatesetup 35 minresult You get a concise, AI-written prep brief in your inbox before every key meeting, no manual research required.—
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  1. 1

    Scan Upcoming Meetings

    Add a Schedule Trigger that runs hourly and a Google Calendar node listing events starting in the next two hours with external guests.

  2. 2

    Gather Context

    Add a Gmail search node pulling recent threads with the attendees to give the AI relevant history.

  3. 3

    Draft the Brief

    Add an OpenAI node summarizing who's attending, recent interactions, and suggested talking points and questions.

  4. 4

    Deliver It

    Add a Gmail node sending the brief to yourself ahead of the meeting.

  5. 5

    Activate and Test

    Activate the workflow and schedule a test meeting with an external contact. Confirm the brief arrives beforehand.

Frequently asked questions

How does it know who's external?

Filter attendees whose email domain differs from yours so internal-only meetings are skipped.

Can it pull CRM notes too?

Yes — add a CRM lookup by attendee email and feed those notes into the AI prompt for richer context.

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