Intelligent Background Research and Briefing Generation for Meeting Attendees
This workflow automatically listens for meeting events on Google Calendar, extracts participant information, and conducts intelligent research to generate a structured meeting brief. Utilizing OpenAI's search interface, it effectively filters its own account and conducts targeted research based on email types. Ultimately, it generates the brief in Markdown format and sends it via Gmail. This process significantly enhances the efficiency of meeting preparation, allowing users to quickly understand participants and their backgrounds before the meeting, thereby improving communication effectiveness.
Workflow Name
Intelligent Background Research and Briefing Generation for Meeting Attendees
Key Features and Highlights
This workflow monitors newly created meeting events in Google Calendar, automatically extracts all attendee information, and leverages OpenAI’s latest Web Search API to intelligently research publicly available information about each attendee and their respective companies. It then generates a structured and visually appealing meeting briefing, which is automatically sent to a designated email address via Gmail.
Highlights include:
- Automatic exclusion of the user’s own account to avoid redundant research
- Intelligent classification of email types to distinguish between corporate and personal emails, enabling targeted company or individual background research
- Utilization of the GPT-4o model combined with contextual information to enhance the accuracy and relevance of research results
- Generation of reports in Markdown format with automatic conversion to HTML emails for clear and readable formatting
Core Problem Addressed
Gathering background information on meeting attendees and their companies before multi-party meetings is often time-consuming and fragmented. This workflow automates the collection and organization of such information, helping users build a clear profile of attendees ahead of meetings, thereby improving meeting efficiency and communication effectiveness.
Application Scenarios
- Background research on attendees before business meetings
- Quick understanding of client companies and contacts before sales visits
- Intelligent analysis of candidates and their companies prior to recruitment interviews
- Information sharing about attendees in cross-team collaboration meetings
Main Process Steps
- Google Calendar Trigger: Real-time monitoring of specified Google Calendar for newly created meeting events to trigger the workflow
- Split Out Attendees & Filter Out Myself: Parse the list of meeting attendees and exclude the user’s own account
- For Each Attendee: Process each attendee individually in batches
- Is Company Email?: Determine whether the attendee’s email is a corporate email
- Research Company & Research Person: Invoke OpenAI API to perform web-based background research on the company and individual respectively
- Collect Fields: Organize the research data for each attendee
- Combine All Research & Write HTML: Aggregate all information, generate a Markdown-format meeting briefing, and convert it to HTML
- Send Report: Send the briefing to the specified email address via Gmail API
Involved Systems and Services
- Google Calendar: Meeting event trigger
- OpenAI Responses API (GPT-4o model with Web Search plugin): Intelligent information research
- Gmail API: Automated email delivery of reports
Target Users and Value Proposition
- Sales and account management professionals: Quickly grasp client and company backgrounds
- Recruitment and HR teams: Prepare candidate profiles before interviews
- Product and project managers: Understand cross-departmental or external attendees before meetings
- Any professionals requiring thorough preparation before meetings
With this workflow, users can obtain accurate and structured background briefings on meeting attendees without manual searching and data compilation, significantly enhancing meeting preparation efficiency and communication quality.