PERSONAL PRODUCTIVITY
Instant brief in Coda when a new external meeting is booked
The moment a new Outlook invite with an external attendee lands, it researches the company on the web, pulls any Attio match.
How it runs
The automated pipeline, trigger to output.
- TriggerNew external Outlook invite createdOutlook
- ActionLook for a CRM match in AttioAttio
- LogicIf no match, run web research
- ActionSearch the company on the webExa
- ActionCondense into a first-look brief with OpenAIOpenAI
- OutputAdd brief row to Coda and link on the eventCoda
What it does
This reacts to brand-new calendar invites rather than waiting for the meeting to approach. As soon as an external party books or is added to a meeting, it produces a fast first-look brief in Coda so you can decide whether to accept, prep more, or reroute.
When to use it
Use it when inbound meetings appear on your calendar from unknown people and you want immediate context on who they are and whether they're already in your CRM.
How it works
- 1An Outlook trigger fires on creation of a new event with at least one external attendee.
- 2The workflow checks Attio for an existing person or company match.
- 3If no CRM match exists, it runs a web search on the attendee's domain to find company basics and recent news.
- 4OpenAI condenses CRM and web findings into a short who-and-why-now brief.
- 5The brief is written as a new row in a Coda "Inbound Meetings" table with a status of needs-review.
- 6The Coda link is added to the Outlook event body for one-click access.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect ExaNeural search across the web.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect CodaDocs, packs, automations.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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