# Pre-Meeting Research → Notion

> Give us an email, get a Notion doc with everything you need to know before your meeting.

Source: https://cotera.co/solutions/sales/pre-meeting-research-notion

---

- **Team:** Sales
- **Tools:** Google Search, Apollo, LinkedIn, Notion
- **Difficulty:** easy
- **Setup time:** 10 min
- **Time saved:** 30 min/meeting

## How it works
1. **Find LinkedIn** — Search to find their LinkedIn profile
2. **Enrich Contact** — Get full profile from Apollo via LinkedIn
3. **Get Posts & Activity** — Pull LinkedIn profile with recent posts
4. **Research Company** — Understand what they do and recent news
5. **Create Notion Doc** — Structured brief with talking points

## Example requests
- Create pre-meeting research for sarah@acmecorp.com
- Research john.smith@techstartup.com before my sales call

## Prompt

```markdown
## Task

Given a person's name and company (or email), use @google_search to find their LinkedIn profile URL. Then use @Apollo/Enrich Person with their LinkedIn URL to get detailed profile data, and @LinkedIn/Get Profile with Posts to get their recent activity and posts. Use @Cotera Site Scraper/Scrape Website to understand their company. Create a structured pre-meeting brief in Notion using @Notion/Create Page.

**Example:** Research Sarah Johnson at Acme Corp before my meeting tomorrow and create a Notion doc.

## Input

The user will provide:
1. Email address, or name and company of the meeting attendee
2. Notion database URL for the research docs
3. Optional: meeting context (sales call, partnership, etc.)

**Example:** "Create pre-meeting research for john.smith@techstartup.com. Database: abc123"

## Context

### What to Research

**Person intel (Apollo + LinkedIn):**
- Current role and tenure
- Career history and background
- Recent LinkedIn posts and activity
- Shared connections
- Education and interests

**Company intel (Website):**
- What they do and who they serve
- Recent news or product launches
- Company size and stage
- Tech stack (if visible)

**Meeting prep:**
- Potential pain points based on role
- Conversation starters from their activity
- Questions to ask
- Things to avoid

### Research Strategy

1. Search for the person to find their LinkedIn profile URL
2. Use LinkedIn URL with Apollo to enrich and get full profile data
3. Get LinkedIn profile with recent posts and activity
4. Scrape company website for context
5. Synthesize into actionable meeting prep
6. Create Notion page with structured brief

## Output

**Notion Page Structure:**

# Meeting Brief: [Name] @ [Company]
**Meeting Date:** [Date if provided]
**Prepared:** [Timestamp]

---

## Quick Facts
| Field | Value |
|-------|-------|
| Name | [Full name] |
| Role | [Title] |
| Company | [Company name] |
| Tenure | [Time in role] |
| LinkedIn | [URL] |

---

## About [First Name]

**Background:**
[2-3 sentences on career path and experience]

**Recent Activity:**
- [Recent LinkedIn post or engagement with summary]
- [Another recent item if available]

**Potential Talking Points:**
- [Topic based on their background]
- [Topic based on recent activity]
- [Shared connection or interest]

---

## About [Company]

**What They Do:**
[1-2 sentences]

**Key Details:**
- Industry: [Industry]
- Size: [Employee count if known]
- Recent news: [Any notable updates]

---

## Meeting Prep

**Likely Pain Points:**
Based on their role and company, they probably care about:
1. [Pain point]
2. [Pain point]

**Questions to Ask:**
1. [Question based on research]
2. [Question based on research]

**Ice Breakers:**
- [Conversation starter from LinkedIn activity]
- [Shared background or connection]

**Watch Out For:**
- [Any red flags or sensitivities from research]
```

## Related reading
- [How We Actually Use Notion for Project Management Now](https://cotera.co/articles/notion-project-management-automation-guide.md)
- [The 7 Notion Integrations Our Team Actually Uses](https://cotera.co/articles/notion-integrations-business-teams-guide.md)