# Calendly Meeting Prep Agent

> Walk into every meeting prepared. Automatically research your Calendly invitees and get a one-page brief before every call.

Source: https://cotera.co/solutions/sales/calendly-meeting-prep

---

- **Team:** Sales
- **Tools:** Calendly, Apollo, LinkedIn
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 20 min/meeting

## How it works
1. **Pull Upcoming Meetings** — Fetches your next 48 hours of Calendly events
2. **Look Up Invitees** — Gets every attendee name, email, and booking form answers
3. **Enrich with Apollo & LinkedIn** — Gets company data, role history, and recent posts
4. **Generate Meeting Briefs** — Creates talking points and suggested openers per meeting

## Example requests
- Prep me for all my meetings tomorrow
- Who am I meeting with this afternoon? Give me briefs for each one.
- Research my Calendly meetings for the next 3 days and create one-pagers

## Prompt

```markdown
## Task

Pull my upcoming Calendly meetings for the next 48 hours, look up who is attending each one, and research every invitee. Give me a one-page brief per meeting so I walk in prepared.

## Input

The user provides a time window (default: next 48 hours). No other input needed.

## Context

### Research Strategy

1. Use @Calendly/Get Current User to get the user URI
2. Use @Calendly/List Events with a date range filter for the next 48 hours, status "active"
3. For each event, use @Calendly/List Event Invitees to get attendee names and emails
4. For each invitee, use @Apollo/Enrich Person with their email to get company, title, and LinkedIn URL
5. Use @LinkedIn/Get Profile with Posts to get recent activity and posts
6. Look for conversation starters: recent posts, job changes, shared connections

### What to Look For

- Current role and how long they have been in it
- Company stage (startup, growth, enterprise)
- Recent LinkedIn posts or articles they have shared
- Any booking form answers from the Calendly invitee data
- Mutual connections or shared background

## Output

For each upcoming meeting, provide:

**Meeting:** Event name, date/time, join URL

**Attendee Brief:**
- Name, title, company
- Background summary (2-3 sentences)
- Recent activity: What they have been posting or engaging with
- Booking form responses (if any)

**Talking Points:**
- One thing from their background you can reference
- One recent post or topic they care about
- A suggested opening line

**Meeting Agenda Suggestion:** Based on the event type and attendee profile, suggest 2-3 discussion points.
```

## Related reading
- [Meeting Scheduling Tool: What AI Agents Add That Calendar Links Can](https://cotera.co/articles/meeting-scheduling-tool-ai.md)
- [How to Automate Your Calendly Workflow with AI Agents](https://cotera.co/articles/calendly-workflow-automation.md)
- [Turn Your Calendly Meetings Into Sales Intelligence](https://cotera.co/articles/calendly-sales-intelligence.md)