Daily meeting brief with attendee research

Each morning the scenario reviews the day's meetings, researches external attendees, updates the CRM and sends a short brief.

  • A dossier on each external attendee
  • Search across web, inbox and CRM
  • New people added to the CRM
  • A ready brief in your messenger each morning
Gmail Tool
Set it upScriptera

How it works

To keep compass and Gmail in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Schedule Trigger
  2. Then: Get many events
  3. Check: Filter External Meetings
  4. Check: Has External Meetings?
  5. If yes: Split Events for Individual Processing
  6. Then: AI Agent - Meeting Research
  7. Then: Clean Meeting Research Content
  8. Then: Extract External Attendees
  9. Then: Split Attendees for CRM Check
  10. Then: Find Person in Attio
  11. Check: Person Exists in CRM?
  12. If yes: Merge CRM Results
  13. Then: Create Note on Person
  14. If no: Create Person Record
  15. Then: Aggregate Research Results
  16. Then: Format Daily Meeting Brief
  17. Then: Send Daily Brief to Slack
  18. If no: No Meetings Message
  19. Then: OpenRouter Chat Model
  20. Then: Search Gmail History
  21. Then: Web Search Tool
  22. Then: Search Attio CRM
  23. Then: Search Apollo Company Data
  24. Then: OpenRouter Chat Model1
  25. Then: Get many events in Google Calendar

You can launch this compass + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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