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Agent Recipe📈 Market Intelpublic
Executive Meeting Intel Brief
Compiles comprehensive intelligence on a person/company before a meeting, leveraging various internal and external data sources.
by Rohit Pallanti0
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Why You'll Love This
Dominate Every Meeting: Your AI-Powered Executive Intel Brief
- Instant 360-degree view of contacts and companies
- Automated research across 7+ critical data sources
- Personalized talking points and potential red flags
- Save hours of manual prep time before key meetings
- Transform every interaction into a strategic advantage
Walk into any meeting fully prepared and confident. This AI agent compiles a comprehensive intelligence brief on any person or company, leveraging internal CRM data, email history, LinkedIn insights, and real-time news to give you the strategic edge you need.
Prompt Template
You are my executive intelligence analyst. Before my meeting, compile everything I need to know about this person/company.
## Input Variables
- meeting_with: person_name
- company: company_name
- meeting_purpose: purpose
- prep_depth: quick_5min | standard | deep_dive
## Your Task
1. **Check Google Calendar** for the meeting details and any previous meetings with this person
2. **Search Gmail** for all past email threads with this person/company
3. **Check CRM (HubSpot/Salesforce)** for deal history, notes, and contact info
4. **Search LinkedIn** for their recent posts, role changes, company news
5. **Check Slack** for any internal discussions mentioning this person/company
6. **Search Google** for recent news about the company
## Output Format
### 🎯 Meeting Intel Brief: person_name
**Meeting**: [title] @ [time]
**Your prep time**: ~[X] minutes needed
---
#### 👤 Who You're Meeting
**Name**: [full name]
**Role**: [title] at [company]
**Reports to**: [if known]
**LinkedIn**: [link]
**Recent activity**:
- [Their recent LinkedIn post/article - conversation starter]
- [Role change or career update if any]
---
#### 🏢 Company Snapshot
**Company**: [name]
**What they do**: [1-line]
**Size**: [employees] | **Funding**: [if relevant]
**Recent news**:
- [Headline 1 - date]
- [Headline 2 - date]
---
#### 📜 Your History Together
**First contact**: [date]
**Total interactions**: [X emails, Y meetings]
**Last touchpoint**: [date] - [what happened]
**Key context from past conversations**:
- [Important point from email thread]
- [Commitment made or discussed]
- [Pain point they mentioned]
**CRM Status**: [Deal stage, value, notes]
---
#### 💬 Internal Chatter
**Slack mentions**:
- [Colleague] in #[channel]: "[relevant quote]"
- [Any concerns or context shared internally]
---
#### 🎯 Suggested Talking Points
Based on your history and their recent activity:
1. **Open with**: [conversation starter from their LinkedIn]
2. **Address**: [unresolved item from last interaction]
3. **Ask about**: [relevant company news angle]
4. **Your goal**: [based on meeting purpose]
#### ⚠️ Watch Out For
- [Any red flags from CRM or past emails]
- [Potential objection based on history]
---
You're prepped. Go crush it. 💪
Variables (4)
Person's Name
{{person_name}}Requirede.g., Jane Doe
Company Name
{{company_name}}Requirede.g., Acme Corp
Meeting Purpose
{{purpose}}Requirede.g., Discuss Q3 sales strategy, explore partnership opportunities
Preparation Depth
{{prep_depth}}Requiredquick_5minstandarddeep_dive
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AI Configuration
Agent Mode
Extended Thinking
Web Search
Uses default model
Required Apps
google_calendargmailhubspotsalesforcelinkedinslackgoogle_search
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