cotera

Calendly Meeting Prep Agent

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

Pre-call researchMeeting preparationProspect intelligenceSales enablement

The Challenge

You have back-to-back meetings booked through Calendly but no time to research who you are talking to. You end up scrambling to look up each person on LinkedIn five minutes before the call, or worse, going in completely cold. The information is all out there, but pulling it together for every single meeting is a time sink.

What This Prompt Does

Pull Upcoming Meetings

Fetches your next 48 hours of Calendly events

Look Up Invitees

Gets every attendee name, email, and booking form answers

Enrich with Apollo & LinkedIn

Gets company data, role history, and recent posts

Generate Meeting Briefs

Creates talking points and suggested openers per meeting

The Prompt

The Prompt

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 UserName it "Calendly/Get Current User" and call it with @Calendly/Get Current User to get the user URI
  2. Use @Calendly/List EventsName it "Calendly/List Events" and call it with @Calendly/List Events with a date range filter for the next 48 hours, status "active"
  3. For each event, use @Calendly/List Event InviteesName it "Calendly/List Event Invitees" and call it with @Calendly/List Event Invitees to get attendee names and emails
  4. For each invitee, use @Apollo/Enrich PersonName it "Apollo/Enrich Person" and call it with @Apollo/Enrich Person with their email to get company, title, and LinkedIn URL
  5. Use @LinkedIn/Get Profile with PostsName it "LinkedIn/Get Profile with Posts" and call it with @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.

Example Usage

Try asking:

  • →"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"