PERSONAL PRODUCTIVITY
Build a Coda one-pager for each upcoming Outlook meeting
When an Outlook calendar event is within the prep window, an agent gathers the linked Coda docs and Attio CRM context, drafts a structured one-pager.
How it runs
The automated pipeline, trigger to output.
- TriggerOutlook event enters prep windowOutlook
- LogicKeep only meetings with external attendees
- ActionPull company + person context from AttioAttio
- ActionFind related docs in CodaCoda
- ActionDraft the one-pager with OpenAIOpenAI
- OutputWrite Coda page and link it on the eventCoda
What it does
For every upcoming external meeting on your Outlook calendar, this workflow assembles a single ready-to-read prep page in Coda: who you're meeting, recent CRM activity, open deals, relevant docs, and three suggested talking points. You walk into the call already briefed.
When to use it
Use it if your team lives in Coda and Outlook but constantly scrambles to prep before customer or partner calls. Best for AEs, CS leads, and founders with back-to-back external meetings.
How it works
- 1An Outlook trigger fires when a calendar event enters the prep window (e.g. 18 hours out).
- 2A filter keeps only events with external attendees and skips internal syncs.
- 3The agent looks up each external attendee's company and person record in Attio for deal stage and recent notes.
- 4It searches Coda for docs whose titles or rows mention the company.
- 5OpenAI drafts a one-pager: attendee bios, account summary, open items, and talking points.
- 6The page is written into a Coda "Meeting Prep" doc and the Outlook event is updated with a link to it.
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 CodaDocs, packs, automations.
- 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 this workflow in your colony.
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