PERSONAL PRODUCTIVITY
Generate a meeting one-pager on demand from a Coda button
When you press a button on a row in your Coda meetings table, it reads the linked Outlook event and Attio account, generates a full one-pager.
How it runs
The automated pipeline, trigger to output.
- TriggerCoda button pressed on a meeting rowCoda
- ActionRead the linked Outlook eventOutlook
- ActionPull account and deals from AttioAttio
- ActionAssemble the one-pager with OpenAIOpenAI
- OutputWrite content back to the Coda rowCoda
What it does
This is the manual, on-demand version of meeting prep. You pick a meeting row in Coda, hit a Generate button, and the workflow fills that row with a complete one-pager built from the event details and CRM context. No waiting for a schedule or trigger window.
When to use it
Use it when you want prep on your terms for a specific meeting, or to regenerate a one-pager after an account's situation changed. Ideal for ad-hoc prep on important calls.
How it works
- 1A Coda button press triggers the workflow with the row's meeting ID and attendee.
- 2The workflow reads the matching Outlook event for time, attendees, and any agenda notes.
- 3It pulls the attendee's company record and open deals from Attio.
- 4OpenAI assembles a structured one-pager: context, goals, talking points, and risks.
- 5The generated content is written back into the same Coda row's prep column.
- 6The row's status flips to "ready" so the table shows at a glance which meetings are prepped.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect AttioReal-time CRM with structured data + powerful views.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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