weekly-prep-brief

Weekly Prep Brief

Generate a single comprehensive weekly briefing that covers every external customer or prospect call in the next 7 days, with per-meeting account and contact research from Common Room.

Briefing Process

Step 1: Get the Week's External Meetings

Option A — Calendar connected: Use the ~~calendar connector to fetch all meetings scheduled in the next 7 days (or a user-specified range). Filter to keep only external meetings — those with attendees from outside your organization. Discard internal-only meetings, one-on-ones with colleagues, and recurring internal syncs.

Identify for each external meeting:

• Company name
• Meeting date and time
• External attendee names and email addresses

Option B — No calendar connected: Ask the user: "To build your weekly prep brief, I'll need your upcoming external calls. Please list them: company name, date/time, and attendee names."

Accept freeform input and parse it into a structured list before proceeding.

Step 2: Confirm the Meeting List

Present the identified meetings to the user for confirmation before beginning research:

"Here are the external calls I found for this week. Let me know if anything's missing or should be excluded:

• [Company] — [Day], [Time] — [Attendees]
• ..."

This prevents wasted research on cancelled or incorrect meetings.

Step 3: Research Each Meeting

For each confirmed external meeting, run in parallel where possible:

1. Account research — full account snapshot using the account-research skill
2. Contact research — profile for each external attendee using the contact-research skill

Common Room data is the primary source. After CR research, run a quick recency check for each company — this is supplementary, not primary:

• Search "[company name]" news scoped to the last 7 days
• For executive attendees, search their name for recent public posts or interviews
• Only include findings that are genuinely noteworthy (funding, leadership changes, major press). Don't pad the brief with generic news.