AI AGENTS
Morning dossier for today's external meetings
Every weekday morning, scans your calendar for external meetings and posts a Slack dossier on each attendee and their company before your first call.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday 7am schedule
- ActionFetch today's eventsGoogle Calendar
- LogicKeep meetings with external attendees
- ActionResearch attendees & companyExa
- ActionDraft per-meeting dossier with talking points
- OutputPost threaded dossier to SlackSlack
What it does
Each morning the agent reads your calendar, isolates meetings that include attendees outside your domain, and builds a one-screen briefing per meeting: who's attending, their role, recent company news, and a few smart talking points. Everything lands in Slack before your day starts, so you walk into every external call already informed.
When to use it
You take several external calls a day and never have time to research attendees beforehand. Ideal for founders, AEs, and execs who want a consistent pre-call brief without manually Googling each name.
How it works
- 1A 7am weekday schedule fires the run.
- 2The agent pulls today's events from Google Calendar.
- 3It filters out internal-only meetings, keeping ones with external attendees.
- 4For each remaining meeting, Exa researches the attendees and their company for recent, relevant context.
- 5The agent drafts a concise dossier with talking points per meeting.
- 6A single threaded Slack message delivers all dossiers, ordered by meeting time.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.