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.
Tags
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.
AI Email Processing Autoresponder with Approval (Yes/No)
The main function of this workflow is to automatically process emails in the corporate mailbox and generate intelligent replies. Utilizing advanced natural language processing technology, it can quickly read and analyze email content to create professional response drafts. To ensure the accuracy and compliance of replies, the system also includes a manual approval step to prevent erroneous sending. Additionally, by integrating a knowledge base for information retrieval, it enhances the quality and relevance of replies, making it suitable for various scenarios such as customer service and sales support, significantly improving email processing efficiency.
Manual Trigger Email Sending Workflow
This workflow is manually triggered and uses the Mailgun service to automatically send pre-set content emails, streamlining the process of sending tests and temporary notifications. Users can quickly send emails by simply clicking the "Execute" button, ensuring accurate information, improving work efficiency, and reducing human errors. It is suitable for scenarios such as product testing and for operations personnel who need to send emails quickly.
Harvey’s Automated Reply Assistant
This workflow is designed to provide an automatic reply function for Harvey's email, specifically identifying emails from Louis Litt and generating responses using pre-set humorous excuse templates. It not only alleviates the pressure of manual replies but also pushes the email content and responses to relevant team members in real-time via Slack, ensuring synchronized information and efficient collaboration within the team. This workflow is suitable for office teams that need to quickly respond to specific client emails, enhancing email processing efficiency and work enjoyment.
Weekday Midnight Gmail Auto-Archiving Assistant
This workflow automatically organizes the inbox every midnight, retrieving emails from the past 24 hours. It intelligently filters out important emails marked as "starred" and automatically archives other unmarked emails. Through this process, users can effectively manage work emails, preventing important information from getting lost, enhancing inbox organization efficiency, and maintaining a tidy and orderly inbox. This is particularly suitable for professionals who need to handle a large volume of work emails.
Save New Sales Opportunities
This workflow automatically monitors emails with the "Sales" label in Gmail, utilizing AI technology to intelligently summarize the content of sales emails, extract key information, and automatically input it into the Odoo CRM system to generate new sales opportunity records. This process significantly improves the efficiency of handling sales leads, reduces errors from manual screening, ensures the rapid extraction and unified management of key information, and helps businesses quickly capture opportunities, enhance sales conversion rates, and optimize the sales process.
Intelligent Sales Follow-up Meeting Reminder and Scheduling Assistant
This workflow provides the sales team with intelligent reminders and an appointment assistant. It automatically monitors recent sales meetings and determines whether follow-up emails have been sent. If not, the system intelligently generates available meeting times and sends an email reminder to the user for confirmation. Based on the user's response, the AI agent can automatically schedule or cancel the meeting, ensuring flexibility and human-machine collaboration, enhancing work efficiency and user experience, and effectively reducing the risk of customer attrition.
Analyze_email_headers_for_IPs_and_spoofing__3
This workflow analyzes email header information to extract IP addresses and assess their reputation, enabling real-time detection of potential fraud and spam activities. It also performs comprehensive validation of email authentication mechanisms such as SPF, DKIM, and DMARC to identify the risk of email forgery. By receiving email header data through Webhook, it facilitates automated security analysis, providing businesses with effective tools for email security monitoring, compliance checks, and anti-phishing protection.
Automated Multi-Email Phishing Detection and Jira Ticket Generation
This workflow implements real-time monitoring of new emails in Gmail and Microsoft Outlook, automatically identifying potential phishing emails. Through email content screenshots and AI intelligent analysis, it generates detailed phishing email risk reports and automatically creates Jira tickets with the email screenshots attached, assisting the security team in responding quickly. The fully automated process significantly enhances the efficiency of phishing email identification and processing speed, making it suitable for enterprise security operations, IT support, and medium to large organizations, thereby achieving standardized management of email security incidents.