Emails you a short, sourced briefing on each outside guest booked into your calls in the day ahead.
Uses
Cal.com
Gmail
OpenAI
Serper
Brief yourself on the people you are meeting
Run every day at 07:30.Run every day at 07:30.
Set briefRecipient to blank.Set briefRecipient to blank.Set ownEmailDomains to blank.Set ownEmailDomains to blank.Set lookAheadHours to 24.Set lookAheadHours to 24.Set maxPeople to 6.Set maxPeople to 6.
Trim briefRecipient and save it as recipient.Trim briefRecipient and save it as recipient.
If recipient doesn't contain @ (ignoring case)If recipient doesn't contain @ (ignoring case)Yes
Stop and report a problem: The 'briefRecipient' step is not an email address, so there is nowhere to send the briefing.Stop and report a problem: The 'briefRecipient' step is not an email address, so there is nowhere to send the briefing.No
No steps
Set ignoredDomains to an empty list.Set ignoredDomains to an empty list.
For each rawDomain in ownEmailDomains split by ,:For each rawDomain in ownEmailDomains split by ,:
Make rawDomain lowercase and save it as ignoredDomain.Make rawDomain lowercase and save it as ignoredDomain.If ignoredDomain is emptyIf ignoredDomain is emptyYes
Skip to the next item.Skip to the next item.No
No steps
Add ignoredDomain to the end of ignoredDomains and save it as ignoredDomains.Add ignoredDomain to the end of ignoredDomains and save it as ignoredDomains.
Set windowHours to lookAheadHours multiplied by 1.Set windowHours to lookAheadHours multiplied by 1.If windowHours is greater than 168If windowHours is greater than 168Yes
Change windowHours to 168.Change windowHours to 168.No
No steps
If windowHours is less than 1If windowHours is less than 1Yes
Change windowHours to 1.Change windowHours to 1.No
No steps
Round maxPeople to the nearest integer and save it as peopleLimit.Round maxPeople to the nearest integer and save it as peopleLimit.If peopleLimit is greater than 15If peopleLimit is greater than 15Yes
Change peopleLimit to 15.Change peopleLimit to 15.No
No steps
If peopleLimit is less than 1If peopleLimit is less than 1Yes
Change peopleLimit to 1.Change peopleLimit to 1.No
No steps
Cal.comList bookings. Save it as booked.List bookings. Save it as booked.Set sections to an empty list.Set sections to an empty list.Set coveredEmails to an empty list.Set coveredEmails to an empty list.Set peopleCount to 0.Set peopleCount to 0.Set callCount to 0.Set callCount to 0.Set notLookedUp to an empty list.Set notLookedUp to an empty list.Set searchFailures to 0.Set searchFailures to 0.Set lastSearchError to blank.Set lastSearchError to blank.For each booking in booked.bookings:For each booking in booked.bookings:Set startsInHours to -1.Set startsInHours to -1.
If a step below fails, save the error as startErrorIf a step below fails, save the error as startErrorTry
Count the hours from the current date and time to booking.start and save it as startsInHours.Count the hours from the current date and time to booking.start and save it as startsInHours.On error
Change startsInHours to -1.Change startsInHours to -1.If startsInHours multiplied by 1 is less than 0 or startsInHours multiplied by 1…If startsInHours multiplied by 1 is less than 0 or startsInHours multiplied by 1…Yes
Skip to the next item.Skip to the next item.No
No steps
Make booking.start readable as “Monday 2:05 PM” and save it as callTime.Make booking.start readable as “Monday 2:05 PM” and save it as callTime.Set callHasBriefing to false.Set callHasBriefing to false.Trim booking.title and save it as callTitle.Trim booking.title and save it as callTitle.If callTitle is empty or callTitle is nullIf callTitle is empty or callTitle is nullYes
Change callTitle to Untitled call.Change callTitle to Untitled call.No
No steps
For each attendee in booking.attendees:For each attendee in booking.attendees:Make attendee.email lowercase and save it as personEmail.Make attendee.email lowercase and save it as personEmail.If personEmail is empty or personEmail is nullIf personEmail is empty or personEmail is nullYes
Skip to the next item.Skip to the next item.No
No steps
If personEmail doesn't contain @ (ignoring case)If personEmail doesn't contain @ (ignoring case)Yes
Skip to the next item.Skip to the next item.No
No steps
Get the last item of personEmail split by @ and save it as personDomain.Get the last item of personEmail split by @ and save it as personDomain.If coveredEmails contains personEmailIf coveredEmails contains personEmailYes
Skip to the next item.Skip to the next item.No
No steps
Trim attendee.name and save it as personName.Trim attendee.name and save it as personName.Set guestLabel to personName.Set guestLabel to personName.If personName is empty or personName is nullIf personName is empty or personName is nullYes
Change guestLabel to personEmail.Change guestLabel to personEmail.No
No steps
If ignoredDomains contains personDomainIf ignoredDomains contains personDomainYes
Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.Add guestLabel (on a domain you said to skip) to the end of notLookedUp and save it as notLookedUp.Add guestLabel (on a domain you said to skip) to the end of notLookedUp and save it as notLookedUp.Skip to the next item.Skip to the next item.No
No steps
If personName is empty or personName is nullIf personName is empty or personName is nullYes
Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail (no name on the booking) to the end of notLookedUp and save it as notLookedUp.Add personEmail (no name on the booking) to the end of notLookedUp and save it as notLookedUp.Skip to the next item.Skip to the next item.No
No steps
If peopleCount is greater than or equal to peopleLimitIf peopleCount is greater than or equal to peopleLimitYes
Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personName (past the limit of peopleLimit people a run) to the end of notLookedUp and save it as notLookedUp.Add personName (past the limit of peopleLimit people a run) to the end of notLookedUp and save it as notLookedUp.Skip to the next item.Skip to the next item.No
No steps
Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.Add 1 to peopleCount.Add 1 to peopleCount.Set results to an empty list.Set results to an empty list.Set searchFailed to false.Set searchFailed to false.If a step below fails, save the error as searchErrorIf a step below fails, save the error as searchErrorTry
Change results to the results from the Serper “Search Google” step.Change results to the results from the Serper “Search Google” step.On error
Change searchFailed to true.Change searchFailed to true.Add 1 to searchFailures.Add 1 to searchFailures.Change lastSearchError to searchError.message.Change lastSearchError to searchError.message.Set sources to blank.Set sources to blank.Set sourceCount to 0.Set sourceCount to 0.For each result in results:For each result in results:If sourceCount is greater than or equal to 5If sourceCount is greater than or equal to 5Yes
Stop repeating.Stop repeating.No
No steps
Trim result.snippet and save it as resultSnippet.Trim result.snippet and save it as resultSnippet.If resultSnippet is emptyIf resultSnippet is emptyYes
Skip to the next item.Skip to the next item.No
No steps
Trim result.title and save it as resultTitle.Trim result.title and save it as resultTitle.Trim result.link and save it as resultLink.Trim result.link and save it as resultLink.Set sourceLine to - resultTitle: resultSnippet.Set sourceLine to - resultTitle: resultSnippet.Change sourceLine to sourceLineChange sourceLine to sourceLine
resultLink
.
Change sources to sources plus sourceLine.Change sources to sources plus sourceLine.Add 1 to sourceCount.Add 1 to sourceCount.Set personHeading to personName <personEmail>.Set personHeading to personName <personEmail>.Change personHeading to personHeadingChange personHeading to personHeading
Meeting: callTitle, callTime.Change callHasBriefing to true.Change callHasBriefing to true.If searchFailed is yesIf searchFailed is yesYes
Add personHeadingAdd personHeading
The web search for this person failed (lastSearchError), so nothing was looked up. That is not the same as there being nothing to find. to the end of sections and save it as sections.Skip to the next item.Skip to the next item.No
No steps
If sourceCount is 0If sourceCount is 0Yes
Add personHeadingAdd personHeading
No public information was found for this person, so there is nothing to brief. to the end of sections and save it as sections.Skip to the next item.Skip to the next item.No
No steps
Set personPrompt to You are writing two or three sentences about ONE person, for someone who is about to meet them.Set personPrompt to You are writing two or three sentences about ONE person, for someone who is about to meet them.
Rules you must follow, without exception:
- Use ONLY the search results below. Every statement you write must be supported by one of them.
- Do not state a job title, an employer, a history or anything else unless a result below states it.
- Do not guess anything from the person's email address.
- If the results below look like they are about a different person with a similar name, write only: 'The search results do not clearly match this person.'
- Write nothing about their personal life, family, health, politics or beliefs, even if a result mentions it.
- No advice, no opinions, no suggested talking points.
- Plain text. No markdown, asterisks or hash marks.
Person: personName.Change personPrompt to personPromptChange personPrompt to personPrompt
Email domain: personDomain.Change personPrompt to personPromptChange personPrompt to personPrompt
Search results:
sources.Set note to blank.Set note to blank.If a step below fails, save the error as modelErrorIf a step below fails, save the error as modelErrorTry
Trim the response text from the OpenAI “Ask OpenAI” step and save it as note.Trim the response text from the OpenAI “Ask OpenAI” step and save it as note.On error
Show in the output: No briefing could be written for personName.Show in the output: No briefing could be written for personName.If note is empty or note is nullIf note is empty or note is nullYes
Change note to No briefing was written for this person this run. The sources found are listed below - read them yourself..Change note to No briefing was written for this person this run. The sources found are listed below - read them yourself..No
No steps
Set section to personHeadingSet section to personHeading
note truncated to 1500 characters using section to sectionChange section to section
What this is based on:
sources.Add section to the end of sections and save it as sections.Add section to the end of sections and save it as sections.If callHasBriefing is yesIf callHasBriefing is yesYes
Add 1 to callCount.Add 1 to callCount.No
No steps
Set notLookedUpLine to blank.Set notLookedUpLine to blank.Set emailClosing to blank.Set emailClosing to blank.If notLookedUp isn't emptyIf notLookedUp isn't emptyYes
Join notLookedUp with , and save it as notLookedUpNames.Join notLookedUp with , and save it as notLookedUpNames.Build the text Not looked up: @notLookedUpNames. and save it as notLookedUpLine.Build the text Not looked up: @notLookedUpNames. and save it as notLookedUpLine.Change emailClosing to Change emailClosing to
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notLookedUpLine.No
No steps
If sections is emptyIf sections is emptyYes
Finish the run: Nobody outside your own domains could be looked up in the window ahead, so no briefing was sent. notLookedUpLine.Finish the run: Nobody outside your own domains could be looked up in the window ahead, so no briefing was sent. notLookedUpLine.No
No steps
Set peopleWord to people.Set peopleWord to people.If peopleCount is 1If peopleCount is 1Yes
Change peopleWord to person.Change peopleWord to person.No
No steps
Set callWord to calls.Set callWord to calls.If callCount is 1If callCount is 1Yes
Change callWord to call.Change callWord to call.No
No steps
Set headline to peopleCount peopleWord across callCount callWord in the next windowHours hours.Set headline to peopleCount peopleWord across callCount callWord in the next windowHours hours.Set emailIntro to headline.Set emailIntro to headline.
Here is what public web sources say about them.Change emailIntro to emailIntroEvery line comes from the sources quoted beneath it, and where nothing was found it says so. Check anything you plan to repeat out loud.Change emailIntro to emailIntroEvery line comes from the sources quoted beneath it, and where nothing was found it says so. Check anything you plan to repeat out loud.Join sections with "Join sections with
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and save it as allSections.Join [emailIntro, allSections, emailClosing] with nothing and save it as emailBody.Join [emailIntro, allSections, emailClosing] with nothing and save it as emailBody.Set emailSubject to Who you are meeting: headline.Set emailSubject to Who you are meeting: headline.GmailSend an email to recipient.Send an email to recipient.
Subject: emailSubjectemailBodyIf searchFailures is greater than 0 and searchFailures is peopleCountIf searchFailures is greater than 0 and searchFailures is peopleCountYes
Stop and report a problem: Every web search failed (Serper said: lastSearchError), so the briefing that was sent has no research in it. Check your Serper connection under Integrations, then run it again.Stop and report a problem: Every web search failed (Serper said: lastSearchError), so the briefing that was sent has no research in it. Check your Serper connection under Integrations, then run it again.No
No steps
Show in the output: Emailed a briefing covering headline.Show in the output: Emailed a briefing covering headline.